Older Clients and their Families with Ties to Israel

1 CA CLE hour, including Estate Planning, Trust and Probate Law Specialization

Older Clients and their Families with Ties to Israel: How Counsel can Help Them Navigate the Challenges

Friday, 9/30, 12:30 pm to 1:30 pm Pacific

via ZOOM

This program is FREE for BHBA Members and $35 for Non Members

Osher Felicia Haleli

Osher Felicia International Law

As our clients age and own assets abroad, we, as their professionals, are called upon to broaden our knowledge so we can best serve them by spotting issues which demand international advice. So many clients wonder whether their U.S. wills, trusts and powers of attorney will suffice for assets they own in other countries. Often they will NOT suffice. This program will explore the issues particular to owning assets in Israel, and/or to having heirs residing in Israel.

Attorney Osher Felicia Haleli is U.S. born and licensed, living and working in Israel. She has been practicing U.S. estate planning law for 25 years. During the last 15 years, her focus has been U.S.-International private law. Though she is not licensed in Israel, she is intimately familiar with the cross-border issues arising when planning for global families.

About the Elder Law Committee of the Trusts & Estates Section

The Trusts & Estates Section is chaired by Kevin Harrington and Joseph Goldman. Find out more at bhba.org/trusts-estates. The Elder Law Committee is chaired by Terry M. Magady. The Trusts & Estates Section and all of its programs is sponsored by:

MCLE CREDIT This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.

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