Taxation of Trusts and High Net Worth

In this field we handle the entire range and interface between tax, trusts, succession & inheritance, and family laws.

We devise customized solutions for protection, management, and inter-generational transfer of family wealth, providing flexibility and mechanisms against future disputes.

We advise and assist in a diverse range of matters, amongst others:

• Formation of trusts.
• Settling trusts vis-à-vis Israeli tax authorities.
• Intergenerational wealth planning and transfers.
• Ongoing management of trusts, including as trustee or trust protector.
• Researching and preparing professional opinions.
• Working with banking systems on all aspects pertaining to trust funds and assets.

In all these and more, we represent before the tax authorities on all trusts’ related matters, through the various stages of tax assessment proceedings and agreements, obtaining tax pre-rulings, approvals, permits, exemptions, etc. Here too, we work with leading colleagues abroad, and with their assistance, we advise and handle the international aspects of trusts, management and protection of family wealth and liaising with local and international banks.