Estate Planning

While Israel has no estate tax, smart estate planning can help families minimize future capital gains taxes and ensure smooth asset transfer. This section covers will preparation from a tax perspective, lifetime gifting strategies, using trusts for multi-generational planning, the tax implications of different inheritance scenarios, and cross-border estate issues.

  1. Estate Planning Principles in Israel

    Key principles and strategies for tax-efficient estate planning in Israel, including trusts, gifts, and family companies

  2. Using Trusts for Estate Planning

    How trusts can facilitate estate planning in Israel – types, taxation, and practical applications

  3. Family Company for Estate Transfer

    Using a family company to facilitate the gradual transfer of wealth and business ownership

  4. Gifts During Lifetime – Estate Planning

    Strategic use of lifetime gifts for tax-efficient wealth transfer in Israel

  5. Life Insurance in Estate Planning

    Using life insurance as a tax-efficient estate planning tool in Israel