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.
Private Clients, Trusts & Estates News & Insights
Our managing partner Meir Linzen, participated in the historic event alongside senior members of the UAE and local senior businessmen, in
Managing Partner Meir Linzen was part of a historic delegation to Dubai
As you know, Israel continues its efforts to deal with the Corona Virus and contain it, to avoid its spreading
Handling the Corona Virus- Live Updates
Herzog Fox & Neeman and FPI are glad to be conducting an interactive session for investors in private equity funds.
VC Investments in the time of COVID-19 pandemic
Adv. Revital Katz from our Private Clients, Trusts & Estates Practice talks to Globes about what prompts people to prepare a will and
Herzog Fox & Neeman’s Revital Katz Talks Wills with Globes
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)
Stav Bokobza
Associate
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
Sophie Matatyaho
Associate
Corporate Tax, 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
Aryeh Holtz
Associate
Corporate Tax, Employee Tax Benefits, International Tax Planning, Private Clients, Trusts & Estates, Tax
Roni Bar-Ze’ev
Associate
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
Omer Yaniv
Of Counsel
Corporate Tax, International Tax Planning, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax
Ronen Avner
Partner
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
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