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
Dear Clients and Colleagues, We are writing to update you regarding recent developments in the conditions for recognition of
Common Law Spouses – New Supreme Court Rulling
Reach for the Sky! Telecode Group is being sold to Sky Investment Fund Big congratulation to our client, the Telecode
Sky Investment Fund acquires Telecode
Our team is looking forward to 2024, and we are confident that our new partners, the majority of whom are
We are happy to introduce our new partners
We are delighted to announce that in this year’s BDICode ranking, we are ranked in the top-tier in no less
Herzog is ranked by BDi Code as the top tier in 38 practice areas for 2023
We are pleased to announce that the “Chambers Private Wealth 2023 Global Practice Guide” has been published by Chambers and
Chambers Private Wealth 2023 Global Practice Guide
Happy Holidays! Wishing you and your loved ones health and happiness in the new year. May 2023 be an extraordinary
Happy Holidays !
Herzog’s Chairman Meir Linzen together with Partner Guy Katz and Associate Sophie Matatyaho, shared their overviews of the Israeli exit
Israeli Exit Tax – from Enforcement Difficulties to Extensive Obligations on Taxpayers
Dear Clients and Colleagues, We are writing to update you regarding the Draft Bill of Spousal Covenant for Persons Having
Draft Bill of Spousal Covenant
We want to thank you all for tackling the challenges of 2020 with us and hope that in 2021 we
Have a Happy and Healthy New Year 2021
Dear Clients, Colleagues and Friends, Last week (1.11.2020), Judge Orit Weinstein of the Haifa District Court rendered its decision in
Dramatic Change in the Taxation of Share Redemptions – a New Israeli District Court Ruling
We are proud to take part in writing the Israeli Tax Law chapter for the prestigious The Legal 500 (Legalease) guide. The
We are proud to take part in writing the Israeli Tax Law chapter for the prestigious The Legal 500 (Legalease) guide.
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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