The firm specializes in advisory and administrative services to trustees, settlors and beneficiaries, from the establishment of the trust and for its duration, with an emphasis on the tax implications in Israel and abroad.
Among the firm’s services are:
Consulting on the establishment of trusts and the day-to-day operations.
Preparation of financial statements for the trust and monitoring its assets, profits and distributions.
Registration of the trust at the income tax authorities.
Preparation of current & annual reports to the authorities.
Ongoing monitoring and representation.

Over the years, our firm has been involved in consulting and planning for numerous trusts in Israel and abroad.