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Latest Updates / Private Clients
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.
January 24, 2019
About Life and a Little Bit about Death
Inheritance disputes can potentially destroy the fabric of family relations. Naturally, the larger the estate left by the deceased, the more complicated and acrimonious the battle over inheritance.
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.
October 14, 2018
Officers’ Liability in “Spam” Lawsuits
It is not common knowledge that officers of companies who customarily disseminate advertising messages in a manner that constitutes a violation of the Israeli Anti-Spam Law are personally exposed to lawsuits, even to class actions at millions of shekels.
October 4, 2018
All You Need to Know about Receiving Brokerage Fees in a Transaction
Here are a few rules of thumb to make it easier for you to receive the brokerage fee payment and to make it harder for your clients to evade such payment.
August 16, 2018
What to Know When Purchasing or Renting Out Property in Israel
Purchasing property is Israel is a complex process, especially for non-residents. Its important to consider what type of property you want to buy, as well as to be aware of the multiple steps involved, including engaging an attorney, conducting negotiations, and paying the purchase price and accompanying taxes.
April 8, 2018
Law Reducing the Use of Cash
The Knesset recently approved the Law for the Reduction in the Use of Cash. This law imposes bans and restrictions on the making and receiving of payments using cash and checks at the sums therein prescribed.
February 15, 2018
Tax Authority Defines Rent Earned from Leasing 10 Apartments or more as Business Income
The Israel Tax Authority (ITA) recently published a draft circular for public comment on the issue of classifying residential rent income. The ITA states that, according to its reasoning, income from the leasing of 10 or more apartments should be deemed business income.
August 13, 2017
The New Fair Rent Law – What Do You Need to Know?
In July 2017, the Fair Rent Law was enacted, an initiative of MPs Stav Shaffir and Roy Folkman. The main objectives of the New Law are to regulate the relationship between tenants and landlords and to define the minimum conditions for an apartment to be deemed “fit for dwelling.”
April 20, 2017
Few Good Reasons Why You Should Consider Making Aliyah
What do the United States, the UK, France, Germany, Italy, Spain, Switzerland and the Netherlands all have in common? In these countries (and many others), estate tax is collected on large inheritances. These taxes are imposed not only on the money of the deceased, but also on their real-estate properties, shares, pension funds, and other assets.
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.
July 21, 2016
Non Israelis - 10 Essential Tips When Purchasing Residential Property in Israel
Purchasing a residential property is generally one of the most profound, expensive and important decisions you make in your life. Even more so when purchasing a residential property in Israel. Following is a check list containing 10 most important tips on how to do it the right way.
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.
February 21, 2016
The Guide to the Newbie Tenant
So you posted on Facebook that you’re looking for a place to live. You read the fine print of every ad on yad2.co.il. You asked everyone – from your grandmother to your elementary school bestie – for help, and you were probably one of 50 people who showed up to see the place. And now the place is yours for the asking! But before you commit, make sure to check these tips so that in the future you don’t regret signing the lease
January 25, 2016
Just before you “pass” on saying “I do”
In recent years, more and more couples are opting to live together without getting married, for a variety of reasons. The State of Israel has enacted clear laws addressing the division of property for instances when couples who are legally married decide to separate; however, if a couple decides to not be formally married, they are deemed a “common law couple,” and then matters become more complicated.
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.