Wealth and Trust Management

ZAG-S&W's attorneys have extensive experience in advising wealthy individuals on the full scope of tax issues. This field requires particular expertise in handling processes in front of the various tax authorities in Israel and abroad.

 

The team's array of legal services includes: 

 

Drafting legal opinions on a wide range of areas, including residency for tax purposes, relocation and international tax planning.

 

Applying for tax rulings and securing exemptions or withholding tax for foreign residents.

 

Filing various types of voluntary disclosure applications.

 

Assisting US residents in settling various issues with the US tax authorities.

 

Providing wealth management advice to individuals, including estate and trust planning in Israel and abroad.