Intergenerational transfer

The firm assists individuals and families with vast assets in advancing their goals in planning and intergenerational transfer of family capital. This unique field requires legal expertise, business and commercial understanding, along with a high sensitivity and in-depth knowledge of the client’s needs.

Within this framework, our legal team provides, among others, the following services:

• Intergenerational transfer – building an outline for the transfer of assets and family property to the next generation, drawing up financial agreements between families, amending and adjusting corporate documents for a will or lasting power of attorney.
• Family agreements – financial agreements, agreements between heirs, gift agreements, loan agreements, family charter documents.
• Estates, wills and inheritances – management and distribution of estates, drafting of wills, support in the issuance of inheritance orders/execution wills before family courts, the rabbinic courts and the registrar of inheritance affairs, appointment of guardians for persons and property, and more.
• Lasting power of attorney – drawing up lasting powers of attorney.
• Trusts – offsetting up and managing trusts, ongoing support and advice in drawing up trust agreements.
• Litigation – representation in legal proceedings related to family property before judicial instances.