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WILLS & ESTATES
Yehezkel LLP's handles all aspects of Israeli Inheritance, Estate/Succession law, probate petitions including objections/contesting wills, vigorously and wisely. We particularly serving international clients who have assets and real estate located in Israel. Our Israeli law firm is well-positioned to represent a broad array of clients, ranging from those with basic needs to clients with substantial assets and complex estates. Our practitioners have the knowledge and hands-on experience to navigate clients through the ever-evolving legal, tax and financial landscape in Israel. We offer scrupulous client service and tailor our advice to the unique needs and goals of the client. We offer a broad range of probate and estate planning services, including but not limited to the following:
1. Preparing and filing Israeli succession, inheritance, probate petitions
We prepare and file petitions to probate wills, petitions to administer the estate, petitions to appoint executors and petitions to terminate administration. We file Israeli probate and succession orders, as necessary.
2. Providing legal advice and opinions pertaining to Israeli probate
We educate and advise clients on their rights and obligations established by the will, power of attorney documents, and applicable inheritance law.
3. Identifying and notifying creditors and beneficiaries according to the succession law
We administer the estate by identifying the creditors and beneficiaries, and preparing and sending notices of administration to interested parties.
4. Marshalling and distributing estate assets
We help administer the Israeli estate by aiding with accounting and inventorying the estate assets, valutions, and assisting with marshalling and distributing assets.
5. Filing tax appeals - capital gain tax & Israeli Betterment Levy
We advise with the preparation and filing of any tax-relevant when the estate assets are required of capital gain tax or betterment levy tax. We help ensure that the taxes are filed within applicable state and municipal deadlines, and request extensions when necessary. There is no Estate Tax in Israel but capital gain tax and betterment levy taxable event can accure when selling real estate in Israel especially when selling a land. We specialize in appeals reducing an averge of 26% on Israeli betterment levy tax and average of 20% on capital gain tax.
6. Preparing and filing Israeli trust petitions
We prepare and file trust petitions including petitions to replace trustees, amend trust provisions, construe the meaning of certain trust provisions, compel the trustee to take action, and terminate the existence of the trust prematurely.
7. Provide legal advice and opinions pertaining to Israeli estates and trusts
We advise on a variety of trust issues, educate clients on the powers granted to the trustee, and assess the privileges granted to the beneficiaries by the underlying trust documents.
8. Provide trust administration services
We assist with basic trust administration such as assessment and distribution of the trust assets, as well as more complicated administration matters, including no-contest clause litigation, financial abuse claims, litigation to return property wrongfully removed from the trust, and more.
9. Representation in probate litigation proceedings including estate disputes
We represent clients in various probate litigation matters including will contests, disputed conservatorships, and disputed guardianship’s. We also represent clients in trust dispute matters such as litigation against the trustee (pursuing injunctions, receivership’s, or termination) for the benefit of the beneficiaries.
10. Resolving challenges to estate document validity
We litigate challenges to the validity, legitimacy, and interpretation of Israeli estate and real estate documents and specific provisions therein.