ISRAEL Law and Practice Contributed by: Yaron Mehulal, Nataly Davidai and Shalom Hershkovitz, FISCHER (FBC & Co.)
FISCHER (FBC & Co.) is a premier, full-service law firm and among the largest in Israel. It is the profes - sional home of over 360 lawyers, of whom more than 120 are partners, providing legal services customised to their clients’ needs. The firm’s private clients, in - tergenerational transfers and family wealth manage - ment practice is a leader in its field. The practice has extensive experience that includes consulting on complex intergenerational transfer projects, manag - ing complex domestic and international inheritance
and family disputes, and providing crisis manage - ment services, including familial mediations and arbi - trations. The team advises on wealth planning, wealth transfers to future generations, and wealth preserva - tion planning and enhancement. It also advises on business, real estate, taxation and corporate issues that require a multidisciplinary and holistic approach, while recognising the complexity and sensitivity that characterise family wealth management and family businesses. management of companies and commercial activities, and the establishment, management and regulation of non-profit organisations. She is an expert in planning and executing family equity investments, prenuptial agreements and wills. She has unique expertise in the field of philanthropy and non-profit organisations, associations, endowments, foundations and public benefit companies. She is a STEP member and serves on private trust company boards.
Authors
Yaron Mehulal is a partner at FISCHER and co-head of the firm’s private clients and trusts practice. He is considered an expert in commercial law, tax law and advising private clients on wealth transfer and trust
matters. Yaron provides legal and taxation counselling to Israeli corporations and individuals operating abroad and to foreign clients operating in Israel. His areas of expertise include tax planning for international companies and advising on cross- border transactions. He frequently engages in large sale transactions in the Israeli market. He counsels families of considerable means on complex issues relating to intergenerational wealth transfers, drafting wills, and formulating trusts and corporate arrangements.
Shalom Hershkovitz is a partner at FISCHER, co-head of the firm’s private clients and intergenerational transfer practice and head of its family and inheritance disputes practice. His practice focuses on all
aspects of family wealth management and intergenerational wealth transfers. Shalom plans complex intergenerational transfers of assets and businesses for high net worth families, and establishes and manages a range of trusts, including trusts for family members with special needs and charitable trusts. He also drafts bespoke agreements for managing family wealth for future generations, wills, spousal agreements and gift agreements within the family.
Nataly Davidai is a partner at FISCHER and a recognised expert in trusts, intergenerational transfers, philanthropy and non-profit,
international taxation, art law and commercial law. Nataly advises clients on wealth management and the management of personal and family assets, including asset protection and maintenance, the day-to-day
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