HFN’s Private Clients, Trusts and Estates group is the first choice for Israeli and non-Israeli high net worth individuals, charities and financial institutions seeking professional and responsive service.
The group is supported in its day-to-day activities by senior lawyers of the Tax, Real Estate, Banking, Corporate, Capital Markets and Securities and Litigation departments.
As a result of the considerable amount of HFN’s multi-jurisdictional work, the Private Clients, Trusts and Estates group maintains close working relationships with foreign law firms and has significant experience in international tax planning for trusts and estates.
The Private Clients, Trusts and Estates group provides ongoing legal assistance and accompanies clients in both personal and private business matters. The group’s lawyers work with individuals and families, charities, trustees, guardians, heirs, executors, family offices and financial institutions on both a local and worldwide basis.
Areas of focus include:
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 foundation
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
The Private Clients, Trusts and Estates group is led by HFN’s managing partner, Meir Linzen, one of Israel’s foremost tax experts. Meir also serves as Chairman of STEP Israel (the Society of Trust and Estate Practitioners).