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Insights & News / Private Clients
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 Private Clients Department at the firm, 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 Liat Keisary and 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, 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, 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
Recently, and against the backdrop of the ongoing Israel-Hamas war, there has been an increasing number of diaspora Jews purchasing apartments and properties in Israel. Along with other experts in the field, Liat Keisary, the head of our firm’s Private Clients Department, was interviewed by Ynet for an article on the subject. Liat explained that this trend, along 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
Representing a Billionaire in a Dispute with His Former Son-in-Law
A tumultuous seven-year family conflict ended with the issuance of a ruling by Israel’s Supreme Court. The Court ruled in our client’s favor that funds allocated by him for the benefit of his daughter and which were managed by his former son-in-law in various investments were meant to be held in trust and were not given as a gift, as the son-in-law claimed.
The Supreme Court ruled that a trustee will be appointed to manage the trust in accordance with its goals, that the former son-in-law must return the funds to the trust, and that the trustee shall be entitled to take any action necessary to recoup all of the trust’s assets, including the funds the son-in-law allegedly embezzled. In addition, the Supreme Court ordered the son-in-law to bear our client’s legal fees and expenses amounting to NIS 1.25 million.
Zohar Lande, Gal Livshits, Adi Shoham, Zohar Haim Levinger, and Liron Dahan provided representation in this matter.
March 17, 2022
Russian Oligarchs’ Growing Interest in Israeli Real Estate
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
Precedent-Setting Ruling on Court Expenses
In a precedent-setting 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 NIS 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 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 Advs. Zohar Lande and 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 Clients Department, published an article on the Calcalist Dun's 100 website about inheritance disputes, wills, and estates.
December 9, 2018
A 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 & The Service event: Family Wealth Management
Barnea, together with The Service, will host today a seminar on how to manage real estate assets and family companies. Adv. Micky Barnea, our Managing Partner, will discuss the inter-generational transfer of family businesses. Liat Keisary will participate in real estate panel.
February 21, 2017
Innovation Cocktail Event Hosted Together with the 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
Following the announcement of Minister of Finance, Moshe Kahlon, of the Government’s intention to impose an annual tax on owners of 3 apartments and more, Adv. Liat Keisary, Partner at Barnea, was interviewed by Bizportal. Liat discussed the pros and cons of the option of incorporation by the owners to hold the properties.
August 3, 2016
Moshe Kahlon Proposes New Apartment Tax
Minister of Finance, Moshe Kahlon, is proposing the imposition of an annual tax of 1% of the value, starting January 2017, on owners of 3 apartments and more. Adv. Liat Keisary, Partner at Barnea, was interviewed by Globes and commented that owners will eventually find legitimate tax structures to mitigate this tax. Others that will not be able to save this tax will transfer the cost onto the shoulders of the tenants.
June 9, 2016
Being on the safe side
TheMarker business monthly magazine for June, dealt with wealth and disclosed ”the secrets of 500 richest people in Israel”.
As an expert in the area of family wealth, Micky Barnea was interviewed on how to transfer your wealth to the 2nd generation in the best way.
January 17, 2016
The Herzikovitch inheritance dispute- interview with Micky
Micky Barnea was interviewed for an article in Globes, regarding the Herzikovitch family dispute. Micky is an expert in the area of family wealth and in the article, Micky described how families can, as far as possible, avoid such conflicts.