Planning the transfer of assets between generations is one of the most important steps in preserving family wealth over time. It is a complex process that requires expertise and advance planning, especially when dealing with significant assets and intergenerational transfers of assets located abroad to heirs who are subject to the tax systems in Israel and other countries.

Our office offers comprehensive support in intergenerational planning, including early planning of wills, establishing trusts, and managing transfers between family members. We provide full consideration of tax aspects in Israel and other countries, in accordance with changing legislation. We work in cooperation with lawyers, trustees, and other experts to build an optimal tax structure from the outset, and also after receiving a probate order or distributing an estate.

In cases of asset transfers originating from abroad, whether through inheritance or gift, we handle the submission of Step-Up applications in Israel (subject to meeting conditions), which aim to prevent double taxation.