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Insights & News / Private Clients
May 27, 2025
Jerusalem Property Sold for Nearly ILS 80 Million
An approximately 100-year-old villa, located on an 860 sqm lot in the Talbiya neighborhood of Jerusalem, was recently sold for ILS 79 million. Adv. Alon Wolner, a partner at our firm, represented the buyer in this high-profile transaction between well-known parties.
January 13, 2025
Following the Supreme Court's Recent Ruling: What Do You Need to Know About a Mutual Will?
Adv. Liat Keisary, head of the firm's Private Client Department, and Adv. Gal Livshits, a partner in the Litigation Department who represents high-net-worth clients in inheritance disputes, were interviewed by Calcalist following a recent Supreme Court ruling regarding mutual wills.
November 25, 2024
Guide: How to Ensure the Distribution of Inheritance for Assets Abroad
A growing number of Israelis own assets and investments abroad, but many are unaware that an Israeli will may not always be sufficient for managing inheritance involving overseas properties. Differences in inheritance laws across jurisdictions can lead to legal challenges and make it harder for heirs to claim their rights.
December 4, 2023
Making Aliyah or Returning to Israel – Maariv Interview with Adv. Liat Keisary and Adv. Amos E. Rosenzweig
One of the ramifications of the Israel-Hamas war is the growing interest of diaspora Jews and expat Israelis in immigrating to Israel. In Maariv’s article on the topic, Adv. Liat Keisary explains that most new immigrants are coming from countries such as the United States, England, and Australia, driving an increase in demand for the purchase of real estate properties in Israel. In addition, Adv. Amos E. Rosenzweig answers questions on the rights of returning residents and new immigrants to Israel.
November 12, 2023
Operation Swords of Iron: Rise in Diaspora Jews Purchasing Real Estate in Israel
Against the backdrop of the ongoing Israel-Hamas war, an increasing number of diaspora Jews have recently been purchasing apartments and other properties in Israel. Adv. Liat Keisary, the head of our firm’s Private Client Department, was interviewed by Ynet, alongside other experts, for an article on the trend. Liat explained that this trend, together with the weakening of the shekel, is expected to lead to a sharp increase in the purchase of luxury properties in Israel.
June 28, 2023
Barnea Represents Billionaire in Dispute with Former Son-in-Law
A tumultuous seven-year family dispute concluded with a ruling by Israel's Supreme Court in favor of our client. The Court held that funds our client had allocated for the benefit of his daughter, which were managed by his former son-in-law through various investments, were intended to be held in trust and were not a gift, as the former son-in-law had claimed.
The Supreme Court ordered the appointment of a trustee to manage the trust in accordance with its objectives and directed the former son-in-law to return the funds to the trust. The trustee is authorized to take all actions necessary to recover the trust's assets, including funds allegedly misappropriated by the former son-in-law. The Court also ordered him to pay our client's legal fees and expenses totaling ILS 1.25 million.
Adv. Zohar Lande, Adv. Gal Livshits, Adv. Adi Shoham, Adv. Zohar Haim Levinger, and Adv. Liron Dahan represented our client in this matter.
March 17, 2022
Russian Oligarchs’ Growing Interest in Israeli Real Estate
Adv. Liat Keisary, an expert in advising high-net-worth private clients, was interviewed by TheMarker about Russian oligarchs’ sudden interest in Israeli real estate. Liat detailed the difficulties these oligarchs now face in the wake of Russian sanctions in making payments and obtaining guarantees from banks in Israel.
September 14, 2021
Guardianship Struggle over Eitan Biran – Everything You Need to Know about Writing a Will
In recent days, the guardianship struggle over Eitan Biran, the young boy whose parents and little brother were killed in a cable railway disaster in Italy, has made headlines again. This sensitive event has aroused interest around the question of writing a will at a young age. Adv. Liat Keisary addresses this issue of concern for many parents in an interview with Israel Hayom.
February 28, 2021
Landmark Ruling on Court Expenses
In a landmark ruling, a family court ordered the losing side in a family dispute to pay the winning side attorney's fees and court expenses in the extraordinary and unprecedented amount of ILS 2 million. This ruling indicates a sweeping change in the Israeli legal world, following new regulations that came into effect in January 2021.
August 10, 2020
Real Estate Investors: What to Know About Purchasing an Apartment Following the Decision to Lower Purchase Tax Rates
The Ministry of Finance has announced reduced tax rates for the purchase of an apartment for investment. How much will you pay and how can you choose the right tax payment route for you? Check out Adv. Liat Keisary’s guide for investors published by Mako.
November 6, 2019
Lawsuit Against Liquidating Company of Bank of North America
Our firm is representing private clients in a lawsuit against the liquidating company of the Bank of North America (disbanded in 1985), as well as against the administrator general and official receiver. The lawsuit concerns trust funds deposited in the bank by the deceased father of the family. The clients are represented by Adv. Zohar Lande and Adv. Shachar Rothschild of our Litigation Department.
July 28, 2019
Precedential Ruling on Taxation of Real Estate Conveyance to Trusts
Adv. Harel Perlmutter was interviewed by TheMarker following a precedential ruling by the Tel Aviv District Court, which determined that the conveyance of Israeli real estate to a trust is not a tax event. Harel noted that the ruling opens up many interesting ways to plan and manage intergenerational transfers of wealth and real estate, without tax being a negative factor and affecting the process.
December 30, 2018
Article on Inheritance Disputes: "About Life and a Little about Death"
Adv. Liat Keisary, a partner in the Private Client Department, published an article on the Calcalist Dun's 100 website about inheritance disputes, wills, and estates.
December 9, 2018
Lecture: Inheritance, Wills, and Legal Incompetence
Adv. Liat Keisary lectured today as part of a training course at the Interdisciplinary Center Herzliya for the executives of family companies. She discussed inheritance, wills, and legal incompetence.
March 20, 2017
Barnea and The Service Event: Family Wealth Management
Barnea is co-hosting with The Service a seminar on how to manage real estate assets and family companies. Adv. Micky Barnea, the firm's managing partner, will discuss the inter-generational transfer of family businesses. Adv. Liat Keisary will participate in the real estate panel.
February 21, 2017
Innovation Cocktail Event Hosted with Israel-South Africa Chamber of Commerce
Barnea, together with the Israel-South Africa Chamber of Commerce, is hosting today a cocktail event to promote networking between South African businessmen living in Israel and Israeli businessmen.
August 10, 2016
Investors Search For Options Before Apartment Tax Comes Into Force
Adv. Liat Keisary was interviewed by Bizportal following Finance Minister Moshe Kahlon’s announcement of the government’s intention to impose an annual tax on owners of three or more apartments. Liat discussed the advantages and disadvantages of holding these properties through a company.
August 3, 2016
Moshe Kahlon Proposes New Apartment Tax
Finance Minister Moshe Kahlon is proposing an annual tax of 1% of property value on owners of three or more apartments, effective January 2017. Adv. Liat Keisary told Globes that owners are likely to find lawful tax structures to reduce their liability, while those unable to do so may pass the cost on to tenants.
June 9, 2016
Being on the Safe Side
The June issue of TheMarker’s monthly business magazine focused on wealth, revealing “the secrets of Israel’s 500 richest people.” Adv. Micky Barnea, an expert in family wealth, was interviewed about the best ways to transfer wealth to the next generation.
January 17, 2016
Herzikovitch Inheritance Dispute: Interview with Adv. Micky Barnea
Adv. Micky Barnea was interviewed by Globes about the Herzikovitch family dispute. Drawing on his expertise in family wealth, Micky explained how families can minimize the risk of such conflicts.