The trusts department delivers an extensive selection of trust-oriented services, including assistance in the establishment of trusts, review of trusts and trust assets, and reporting to the Israeli Tax Authority. We have extensive knowledge and expertise pertaining to trusts, and can advise clients regarding the tax implications of using various structures.
Services include:
- Trust establishment advisory
- Registration of trusts with the Israel Tax Authority, including any related services requested by the trustee
- Preparation of annual and interim reports for the Israeli Tax Authority regarding a trust’s taxable income
- Representing and participating in all negotiations and discussions with the Israeli Tax Authority regarding tax returns and reports on trust assets
- Tax arrangements
- Tax consultation and planning