Best Private Client Lawyers in Israel

About Private Client Law in Israel

Private Client law in Israel focuses on providing legal services to individuals and families regarding the management, preservation, and transfer of personal assets and wealth. This area covers a broad spectrum that includes wills, inheritance, probate, estate planning, family trusts, taxation for individuals, guardianship, and power of attorney arrangements. Private Client law also extends to matters concerning foreign nationals with assets in Israel and Israelis with assets abroad, as well as various personal legal needs throughout different life stages. The legal framework is a mix of statutory and religious law, making local counsel especially important.

Why You May Need a Lawyer

There are several common situations where seeking advice from a Private Client lawyer in Israel is essential:

• Drafting or updating a will to ensure clear and legal distribution of your assets
• Handling the probate process or disputes about inheritance following a loved one's passing
• Establishing a family trust for the benefit of heirs or to manage assets effectively
• Dealing with guardianship and power of attorney for elderly or incapacitated relatives
• Receiving or transferring property or assets, either within Israel or from abroad
• Tax planning for individuals, especially those with dual citizenship or international holdings
• Protecting vulnerable family members or resolving family legal disputes
• Navigating the complex interplay of religious and civil laws that may affect inheritance and personal status

Local Laws Overview

Israeli Private Client law is unique due to its combination of civil, religious, and international influences. The key features of this area of law include:

• The Inheritance Law 1965 governs most issues relating to succession, intestacy, and probate
• Form and validity requirements are strictly enforced for documents like wills and enduring power of attorney
• Religious courts may have jurisdiction alongside civil courts in certain family and inheritance matters, especially involving marriage or divorce
• The legal system recognizes several forms of wills: handwritten, oral (in specific circumstances), before a notary, or before witnesses
• Israeli law takes a relatively restrictive view on inheritance tax, with most local inheritances currently free from taxation, but international considerations can introduce tax liabilities
• Laws around trusts are less developed than in some other jurisdictions but are evolving, especially as cross-border estates become more common
• Guardianship and personal status matters are subject to oversight by both the Ministry of Justice and the courts
• Issues can become complex when foreign nationals or assets abroad are involved, requiring careful navigation of conflict of laws and treaties

Frequently Asked Questions

What happens if someone dies without a will in Israel?

If a person passes away without a will, their estate is distributed according to the rules of intestate succession in the Inheritance Law 1965. The law outlines a strict order of beneficiaries, typically favoring spouses and biological children, then parents and siblings.

Are foreign wills recognized in Israel?

In general, foreign wills can be recognized in Israel if they comply with certain formalities set out by Israeli law or international conventions. However, it is recommended to have the will reviewed by a local lawyer to ensure validity.

Is there inheritance tax in Israel?

Currently, there is no inheritance tax on estates located in Israel. However, tax obligations may arise if the deceased or heirs are liable to taxation under the laws of another country.

How do I appoint a legal guardian for a minor or incapacitated adult?

You must apply through the Family Court or relevant religious court in Israel. The process involves filing a guardianship application, supporting documents, and often a social worker's report.

What is an enduring power of attorney and how do I make one?

An enduring power of attorney allows you to appoint someone to manage your personal, financial, and medical affairs if you become unable to do so. It must be drafted according to strict legal requirements and registered with the Ministry of Justice.

Can non-Israelis own property in Israel and include it in their estate planning?

Yes, non-Israelis can own property in Israel, and they can include Israeli assets in their estate planning. Legal procedures must be followed, and it is vital to coordinate between jurisdictions if multiple countries are involved.

How long does the probate process take?

The duration depends on the complexity of the estate, availability of documents, and whether any disputes arise. Simple cases may take several months, while contested or complex matters can take longer.

Can I exclude family members from my will?

Under Israeli law, you can generally distribute your estate as you wish, including excluding certain relatives. However, close dependents may challenge the will under certain circumstances, so proper legal advice is crucial.

Is joint ownership of property recognized in Israel for estate planning?

Yes, joint ownership is common, especially between spouses, and usually includes a right of survivorship. However, the specifics can vary based on the property title and should be reviewed by a lawyer.

How do I update or cancel an existing will?

A will can be updated or canceled at any time as long as the testator is of sound mind and follows formal requirements. Simply drafting a new valid will typically revokes any previous will, but consulting a lawyer is recommended to ensure clarity.

Additional Resources

For further assistance, consider these resources:

• Ministry of Justice - Inheritance Registrar: Handles probate, succession, and related matters including will registration
• Israeli Bar Association: Provides information and referrals to qualified lawyers specializing in Private Client matters
• Israel Tax Authority: Offers guidance on taxation relevant to estate and inheritance issues
• Family Courts and Religious Courts: Jurisdiction over family, guardianship, and inheritance disputes depending on personal status
• Welfare and Social Services: Assistance for vulnerable adults and minors who may require legal guardianship

Next Steps

If you believe you need legal help regarding Private Client matters in Israel, follow these steps:

• Gather all relevant documents, such as identification papers, property deeds, financial statements, and any prior wills or legal documents
• Outline your wishes or concerns clearly to focus your consultation
• Search for a reputable lawyer or law firm specializing in Private Client law, ideally with experience in both domestic and cross-border issues if needed
• Schedule an initial consultation to discuss your situation and receive personalized advice
• Ask about the process, expected costs, and timeline before formally engaging a lawyer
• Stay proactive by reviewing your estate planning regularly, especially after significant life changes such as marriage, divorce, or acquiring new assets