Inheritance & Estates
Lawyer in Israel
Make sure to secure your share as soon as possible.
Inheritance & Estates
Lawyer in Israel
Make sure to secure your share as soon as possible.
Estate planning strategies
minimizing conflicts and taxes
- Minimize tax liabilities and maximize exemptions through proper asset structuring, such as trusts or holding companies, while leveraging tax reliefs and gift allowances under Israeli law.
- Protection of assets and guidance through all stages of the process, ensuring smooth interactions with other heirs and full realization of your inheritance funds and assets.
- Over 10 years of experience in handling complex bureaucracy and managing intricate legal procedures with Israeli authorities.
- Guidance through all stages of the process until full realization of rights and all inherited assets.
- Solutions for all asset types: managing bank accounts, pensions, investments, inheritances, and more.
- Proper structuring of assets, such as trusts or holding companies, can help reduce tax liabilities and provide better control over the distribution of the estate.
Tax Planning
Minimize tax liabilities and maximize exemptions through proper asset structuring, such as trusts or holding companies, while leveraging tax reliefs and gift allowances under Israeli law.
Get What's Yours
Protection of assets and guidance through all stages of the process, ensuring smooth interactions with other heirs and full realization of your inheritance funds and assets.
Boots on the ground
With Over 10 years of experience navigating complex bureaucracy and legal procedures, we expertly manage all asset types, including bank accounts, pensions, investments, and inheritances.
What is the process?
1. Submitting a Request for a Probate Order:
To begin the process, the heirs or any other interested party must submit a request for a probate order to the relevant Israeli court, along with the original will, the death certificate, and other supporting documents.
2. Notices and objections
After submitting the request, the applicant must notify all interested parties of their right to file objections within 14 days of receiving the notice. If no objections are filed or any disputes among the heirs are resolved, the court will issue the order. The court may also appoint an estate executor or authorized administrator to manage and distribute the estate according to the will or Israeli inheritance laws (an executor is not always required).
3. Estate management/property distribution
Lawyer Eli Shimony could be a crucial advantage for you.
An understanding of the laws of inheritance in Israel and proper estate planning, as well as boots on the ground, are essential for the smooth transfer of assets to heirs. This ensures compliance with legal requirements and minimizes unnecessary disputes and taxes.
About attorney in Israel Eli Shimoni
Attorney Eli Shimony holds a Bachelor of Laws (LL.B) and a Master of Business Administration (MBA). During and after his studies, he pursued professional training abroad, including seminars on legislative changes in the U.S. (Fordham University, 2011-2013), a comparative research seminar (WIPO, Geneva, 2013), a seminar on privacy (Yale University, Connecticut, 2014), and an international legal conference (NYU, New York, 2014).
Lawyer Shimony is an active member of several committees in the Central Committee of the Israel Bar Association and also serves as a judge in the Bar Association’s disciplinary tribunal.
He is certified as a mediator and arbitrator, specializing in civil and commercial litigation (court proceedings), wills and inheritances, real estate/property law, commercial law, corporate law, banking, and investments. Mr. Shimony also occasionally lectures on intellectual property and the modern era based on comparative research.
Eli Shimony brings extensive legal knowledge in his areas of expertise. In recent years, he has participated in unique seminars and courses abroad in various legal fields, including litigation, corporate and business law, real estate, banking, wills and inheritances, contract law, and more.
FAQs
In a distribution agreement among heirs, it is permitted for all heirs to mutually agree on how to divide the estate, even if this differs from the will or inheritance laws. They can negotiate to adjust the distribution based on their preferences, ensuring that each heir’s needs and preferences are met. However, heirs cannot be excluded without their consent, and the agreement must not include terms that violate public policy or involve third parties who are not directly entitled to a share. Proper notification, legal documentation, and, often, court approval are necessary to ensure the agreement is valid and enforceable.
When inheriting assets in Israel, it’s essential to settle any debts and taxes related to the deceased’s estate. This should be done using the deceased’s inheritance. An attorney specializing in inheritance law can assist in managing this process, ensuring that debts are properly paid and helping to reduce the financial burden on the inherited assets and the heirs.
- Succession Order: This is required when the deceased did not leave a will. The estate is then divided according to the rules set forth in the Israeli Inheritance Law. This order is necessary to legally distribute the assets among the heirs as per the law.
- Probate Order: This is needed when the deceased has left a will. The probate order confirms the will’s validity and mandates that the estate be distributed in accordance with the instructions in the will.
The process of obtaining a succession order or probate order in Israel involves submitting an appropriate request to the Inheritance Registrar. This includes providing all relevant documents and supporting evidence. Sometimes, a legal hearing is required, typically to address issues concerning the validity and scope of the will. It’s crucial to consult with an attorney who specializes in inheritance law to navigate this process effectively and ensure compliance with all legal requirements.
To ensure the legality of a will in Israel, it must be drafted according to Israeli law’s specific requirements. Valid types of wills in Israel include a witnessed will, a handwritten will, a will made before an authority, and an oral will. Consulting with an attorney specializing in Israeli inheritance law is crucial to ensure the will complies with legal standards and accurately reflects the testator’s intentions.
Yes, a will written abroad can be submitted in Israel. However, it must be translated into Hebrew by a notary. Additionally, the will must comply with Israeli inheritance laws to be considered valid. This includes ensuring that the will meets all formal requirements set by Israeli law, such as proper signatures and adherence to the legal standards for wills. Consulting with a legal expert in Israeli inheritance law can help ensure that the foreign will is properly adapted and recognized in Israel.
Interested in obtaining an inheritance order or a will order?
To inherit from someone who has passed away in Israel, you need to obtain either a probate order or a succession order: a probate order is required when the deceased left a will, while a succession order is necessary when there is no will, and the property is distributed according to inheritance laws.
This is a legal and bureaucratic process that should be handled by an attorney. If the heirs do not live in Israel, it is crucial to consult with an israel lawyer who is well-versed in the laws, will ensure the heirs’ rights are protected, and provide the best possible protection for the inherited assets.
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