Before hiring an attorney for wills in Israel, consider the scope of legal advice you may need. Whether drawing up a will or seeking guidance with an inheritance, working with an expert wills attorney in Israel who also specializes in business and property law offers many benefits:

• Trust in a more realistic and effective succession plan when your attorney also handles Israeli real estate, business, and asset management.
• Make decisions more easily when your wills attorney in Israel can go into deeper discussions about options for the inheritance. For example, my 20+ years of experience in Israeli real estate and property law helps families more quickly explore Israeli property valuations and transactions and choose their best options.
• Take action sooner with a trusted attorney already familiar with your estate. Your inherited asset or business may require legal action or documentation. Avoid the hassle of seeking added legal help and having to start over describing your situation. As an estate attorney with specialties in Israeli asset management and business transactions, I help heirs quickly receive the legal representation they need to start managing – or to sell – the inheritance.
• Know your inheritance’s tax and implications. Foreign inheritances often involve special reporting, and I help my clients understand how to comply with tax requirements for their Israeli property or business. As an example, for U.S. citizens, you can view my article on FACTA and foreign account tax compliance.

Ultimately, it is important that your wills attorney in Israel has the skill and goal to protect and increase the inheritance’s value. Whether drafting a will and succession plan or helping clients through the probate process, I diligently advise clients on ways to maximize equity and minimize expenses for the inheritance.

Please review my numerous references that highlight how valuable it is to have a highly communicative, experienced, and trusted legal expert to advise families through the probate process in Israel.

Common Challenges Involving Wills in Israel

In this article, you may have noticed that I emphasize having a proper will. Sometimes challenges to a Will arise, and I briefly cover a few of the most common scenarios:

• Contesting or defending a will in Israel
• Resolving challenges to estate documents
• Facilitating family disputes to the inheritance

I’ve become an expert in contesting or defending wills in Israel when a will’s validity is in question. For more information, view my article on Contesting or Objecting to an Israeli Will.

Our firm also litigates challenges to the validity, legitimacy, and interpretation of Israeli inheritance and real estate documents. Such cases happen more often than you might think, which is why I advise clients in advance to develop a strategic succession plan and build safeguards into the will.

Should family disagreements arise, I work closely with family members to present options and negotiate an agreed-upon plan forward. The goal is to—when possible—help relatives avoid costly legal disputes. My firm also represents clients in various other probate matters, such as disputed conservatorships and guardianship. Ultimately, my personal commitment to my clients helps to minimize their worries and protect the inheritance and its value.

Benefits of Working with our Israeli Wills, Probate, and Succession Attorneys

I along with my team of attorneys for wills in Israel are here to assist you at every stage of the Israeli succession, probate, and estate administration process. We are particularly adept at guiding clients through the complex process of Israeli inheritance law and probate procedures.

Providing Legal Advice about Israeli Probate, Estates, and Trusts

We educate and advise clients on their rights and obligations established by the will, power of attorney documents, and applicable inheritance law.

Filing Israeli Succession, Inheritance, Probate and Trust 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.

Notifying Creditors and Beneficiaries

We administer the estate by identifying the creditors and beneficiaries and preparing and sending notices of administration to interested parties.

Marshaling and Distributing Estate Assets

We help administer the Israeli estate by accounting and inventorying the estate assets and valuations and assisting with marshaling and distributing assets.

Filing Tax Appeals

We suggest you prepare and file any relevant tax when the estate assets are required for capital gain 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 events can accrue when selling real estate in Israel, especially when selling land. We specialize in appeals, reducing an average of 26% on Israeli betterment levy tax and an average of 20% on capital gain tax.

Trust Administration Services

We prepare and file trust petitions, including petitions to replace trustees, amend trust provisions, construe the meaning of specific trust provisions, compel the trustee to take action and terminate the existence of the trust prematurely.

Providing Legal Advice and Opinions About Israeli Estates and Trusts

We advise on various trust issues, educate clients on the powers granted to the trustee, and assess the privileges granted to the beneficiaries by the underlying trust documents.

Providing Trust Administration Services

We assist with basic trust administration, such as the 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.

Representing Probate Litigation Proceedings and Estate Disputes

We represent clients in various probate litigation matters, including will contests, disputed conservatorships, and disputed guardianship. We also represent clients in trust dispute matters, such as litigation against the trustee (pursuing injunctions, receivership, or termination) for the benefit of the beneficiaries.

Resolving Challenges to Estate Document Validity

We litigate challenges to the validity, legitimacy, and interpretation of Israeli and real estate documents and specific provisions.

Contact Our Wills and Probate Lawyer in Israel Today

We specialize in serving international clients with assets and real estate in Israel and helping them navigate Israel’s ever-evolving legal, tax, and financial landscape.

With our firm based in Tel Aviv and additional offices in New York, Los Angeles, Florida, Canada, and the United Kingdom, we are conveniently located to serve international clients like you.

To get started on resolving your probate, inheritance, and estate law issues, I invite you to schedule a free consultation with our firm. Whether you’re in the US, Canada, the UK, Europe, or Israel, you can reach us at 877-331-5908 or 972-50-7322688 for a complimentary consultation.

About Our Israeli Attorney in Israel: Rahav D. Aharoni, Adv.

Rahav D. Aharoni, Adv., is a dedicated Wills and Probate Lawyer in Israel, handling all aspects of Israeli Inheritance, Estate/Succession law, and probate petitions, including objections/contesting wills. We specialize in serving international clients with assets and real estate in Israel. Our firm is adept at representing a wide range of clients, from those with basic needs to those with substantial assets and complex estates. Our practitioners, with their in-depth knowledge and practical experience, are skilled at navigating clients through Israel’s ever-evolving legal, tax, and financial landscape.

We are committed to providing ethical client service and tailoring our advice to the unique needs and goals of each client, ensuring they feel understood and valued.

Trust us to handle all your probate and estate planning needs. Our extensive range of services covers everything you require, leaving no stone unturned. You can be confident that your assets will be in safe hands with our team of experts dedicated to providing the best possible service.