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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.

Private Clients, Trusts & Estates News & Insights

22 May 2024 - Client Updates

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 

5 March 2024 - News

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

31 December 2023 - Client Updates

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

6 December 2023 - News

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

19 September 2023 - News

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

22 December 2022 - Client Updates

Happy Holidays! Wishing you and your loved ones health and happiness in the new year. May 2023 be an extraordinary

Happy Holidays !

25 August 2022 - News

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

5 April 2021 - Client Updates

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

23 December 2020 - Client Updates

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

8 November 2020 - Client Updates

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

20 October 2020 - News

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.

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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

Amit Shelef Fattal

Associate

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

Stav Bokobza

Associate

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

Sophie Matatyaho

Partner

Corporate Tax, International Tax Planning, 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

Moria Edri-Hadad

Associate

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

Dor Furer

Associate

Private Clients, Trusts & Estates, Tax

Ronen Avner

Partner

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

Tal Hamdi

Partner

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

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