A will written without checking the beneficiaries on the policies, or a contract signed without checking the tax implications, can create a problem that surfaces only when it is too late. With us, law, pensions and insurance sit in the same room.
What it includes
- Contracts in Hebrew and English.
- Wills, estates and trusts — including complex situations: foreign citizenship, assets in several countries, minors.
- Intergenerational wealth transfer: arranging how wealth and assets pass to the next generation — by will, by lifetime transfer or through a trust — in coordination with pensions, insurance and tax.
- Lasting powers of attorney, drawn up by Asaf Shasha, Adv., who is authorised to do so by Israel’s Administrator General.
- Company structures: dividend versus salary, in coordination with the company’s accountant.
- International legal support, including for digital-asset companies (VASPs): contracts and corporate structure.
- Rights of the elderly, collections and enforcement.
Who it is for
- Families who want to arrange the transfer of wealth to the next generation.
- Entrepreneurs and company owners.
- Clients with ties to several countries.
For US citizens living in Israel
US citizens living in Israel remain subject to US tax rules: Estate Tax, FBAR and FATCA reporting, and the PFIC rules on Israeli instruments. We map the exposure and work in coordination with accountants and lawyers in the United States.