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Tax

Private Clients, Trusts & Estates

Meir Linzen, Herzog Fox & Neeman’s Managing Partner, heads the Tax Department and the Private Clients, Trusts and Estates Department, and has served as Chairman of STEP Israel for the last ten years.

One of the department's goals is to provide comprehensive legal services tailored to the unique needs of HNW individuals and families. Our team members represent clients in their personal and business matters in order to provide immediate and ongoing legal support. In addition, the team maintains close contact with foreign trustees and bankers, within many offshore and onshore jurisdictions.

The department's attorneys specialise in various disciplines, such as taxation, family law, real estate, corporate law and trusts, providing comprehensive advice while taking into account the different aspects derived from each situation, and offering a comprehensive solution for each client.

The department provides a wide range of services including:

  • Wealth preservation – family wealth planning, trust and estate planning and management, asset protection, wealth transfers and contingency planning;

 

  • Pre-nuptial and matrimonial relationships;

 

  • Estate Planning – including preparation of wills and ancillary documents, probate, revocable and irrevocable trusts and foundations, allocation agreements, the efficient distribution of the estate assets among the relevant heirs;

 

  • Strategic planning – with respect to taxes, gifting strategies, trusts, private and public foundations and other charitable planning;

 

  • Voluntary Disclosure Programmes – assisting individuals and families in reporting their undeclared assets;

 

  • Negotiations with the ITA for the receipt of unique tax rulings;

 

  • Compliance services – this is a unique service provided to trusts and HNWI clients. The department has particular expertise in this field and, as far as we are aware, Herzog Fox & Neeman is the only Israeli law firm with a Tax Department that provides such services, customarily provided only by accounting firms in Israel.

 

  • Helping families in structuring their charity policy and vehicles.

Meir Linzen

Chairman

Contact Meir Linzen at phone +9723-6922035 +9723-6922035 Contact Meir Linzen at email linzen@herzoglaw.co.il linzen@herzoglaw.co.il

Guy Katz

Partner

Contact Guy Katz at phone +9723-6922035 +9723-6922035 Contact Guy Katz at email katzg@herzoglaw.co.il katzg@herzoglaw.co.il

Revital Katz

Partner

Contact Revital Katz at phone +9723-6922871 +9723-6922871 Contact Revital Katz at email katzr@herzoglaw.co.il katzr@herzoglaw.co.il

Private Clients, Trusts & Estates News & Insights

Meir Linzen

Chairman

Corporate Tax, Employee Tax Benefits, Gaming, Indirect Taxes, Customs & International Trade, International Tax Planning, Internet & E-commerce, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax, Tax Controversy – Disputes & Litigation, Transfer Pricing, Value Added Tax (VAT)

Guy Katz

Partner

Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax

Revital Katz

Partner

Private Clients, Trusts & Estates, Tax

Anthony Leibler

Partner

International Tax Planning, Private Clients, Trusts & Estates, Tax

Eitan Ella

Partner

Corporate Tax, Employee Tax Benefits, International Tax Planning, Private Clients, Trusts & Estates, Tax

Itamar Gur

Partner

Corporate Tax, International Tax Planning, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax

Omer Yaniv

Partner

Corporate Tax, International Tax Planning, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax

Tal Hamdi

Partner

Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax

Aryeh Holtz

Associate

Corporate Tax, Employee Tax Benefits, International Tax Planning, Private Clients, Trusts & Estates, Tax

Dor Furer

Associate

Private Clients, Trusts & Estates, Tax

Moria Edri-Hadad

Associate

Private Clients, Trusts & Estates, Tax

Ronen Avner

Associate

Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax

Roni Bar-Ze’ev

Associate

Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax

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