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EBN’s Private Clients, Trusts & Estates Department advises high-net-worth individuals and families, entrepreneurs, business owners and family offices in Israel and abroad on planning, managing and preserving personal and family wealth for future generations. Our experienced team combines longstanding expertise in private client matters with the firm’s broader capabilities in handling complex, cross-border legal matters. We provide integrated planning, tax, personal and business advice under one roof, supporting clients throughout the life cycle of their wealth – from its creation and preservation to its transfer across generations.
The Department has extensive experience working with international clients and with foreign trustees, private bankers, institutions and professional advisers across a wide range of onshore and offshore jurisdictions, providing coordinated advice on the legal, personal and business considerations involved in holding assets across jurisdictions. Our approach is built on personal attention, discretion and a thorough understanding of each client’s and family’s needs, with a long-term perspective.
The Department is headed by Dr. Eran Lempert, Partner and Head of EBN’s Tax Department. Dr. Lempert has more than 20 years of experience in Israeli and international taxation, including advising Israeli and foreign private clients on family wealth transfer planning, the taxation of family trusts and intergenerational asset transfers.
Adv. Shai Pines, a senior and highly experienced lawyer, is actively involved in the Department’s private client and trusts work. He brings decades of experience advising families and high-net-worth individuals on trusts, wealth management, estate planning and intergenerational transfers. His practice also encompasses corporate matters, M&A, finance, real estate and international trade, including longstanding work with major real estate developers in Central and Eastern Europe.
Family Wealth & Succession Planning
Planning for the preservation of family wealth and its transfer across generations, including asset protection, contingency and continuity planning, family constitutions and governance, and succession in the family business.
Israeli & Foreign Trusts
Establishing revocable and irrevocable trusts and foundations in Israel and abroad; ongoing advice to trustees, settlors, beneficiaries and protectors; trustee services; and compliance with trust reporting obligations, including in relation to trusts whose beneficiaries are U.S. persons for tax purposes.
Trust Asset Management & Oversight
Ongoing management and supervision of trust asset preservation and related legal matters.
Wills, Estates & Succession
Drafting wills and ancillary documents, including wills coordinated across multiple jurisdictions; estate distribution agreements; probate and succession orders; advising executors, administrators, heirs and beneficiaries; and the tax aspects of transferring estate assets.
Matrimonial Property & Prenuptial Agreements
Prenuptial and cohabitation agreements for spouses and common-law partners, protection of family and business assets, and the property aspects of separation, including the balancing of resources and the division of pension savings and investment portfolios.
Enduring Powers of Attorney & Guardianship
Preparing enduring powers of attorney and advance directives and supporting the appointment of guardians and advising them.
Cross-Border Private Wealth
Legal support for personal and family assets in Israel and abroad, working with professional advisers across jurisdictions.
Voluntary Disclosure, Tax Rulings & Tax Residency
Representation in voluntary disclosure procedures, negotiations with the Israel Tax Authority for tax rulings, and tax planning upon a change of residency – including new immigrants, returning residents and the severance of Israeli tax residency.
Estate & Trust Disputes
Representation in will contests and family disputes concerning estates and trusts, including proceedings involving foreign law and private international law.
Philanthropy & Charitable Planning
Structuring and supporting philanthropic vehicles – charitable foundations, endowments (Hekdesh), non-profit associations and public benefit companies – and charitable giving strategies in Israel and abroad.
Tax, Real Estate & Commercial Matters
Integrated advice covering corporate and commercial law, real estate, property law, taxation and intellectual property.
Investments & Financing
Legal support for investments and financing transactions involving family assets and trusts, including due diligence, holding structures and investment agreements. Our team works closely with leading financial institutions and investment houses, as well as top-tier lawyers, tax and real estate advisers, wealth and asset managers and accountants in Israel and abroad.
