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Insights & News /  Private Clients

November 6, 2019
Lawsuit against Liquidating Company of Bank of North America
Our firm is representing private clients in a lawsuit against the liquidating company of the Bank of North America (disbanded in 1985), as well as against the administrator general and official receiver. The lawsuit concerns trust funds deposited in the bank by the deceased father of the family. The clients are represented by Advs. Zohar Lande, Noa Havdala, and Shachar Rothschild of our Litigation Department.
July 28, 2019
Precedential Ruling on Taxation of Real Estate Conveyance to Trusts
Adv. Harel Perlmutter was interviewed by TheMarker following a precedential ruling by the Tel Aviv District Court, which determined that the conveyance of Israeli real estate to a trust is not a tax event. Harel noted that the ruling opens up many interesting ways to plan and manage intergenerational transfers of wealth and real estate, without tax being a negative factor and affecting the process.
December 30, 2018
Article on Inheritance Disputes: "About Life and a Little about Death"
Adv. Liat Keisary, a partner in the Private Clients Department, published an article on the Calcalist Dun's 100 website about inheritance disputes, wills, and estates.
December 9, 2018
A Lecture: Inheritance, Wills, and Legal Incompetence
Adv. Liat Keisary lectured today as part of a training course at the Interdisciplinary Center Herzliya for the executives of family companies. She discussed inheritance, wills, and legal incompetence.
March 20, 2017
Barnea & The Service event: Family Wealth Management
Barnea Co., together with The Service, will host today a seminar on how to manage real estate assets and family companies. Adv. Micky Barnea, our Managing Partner, will discuss the inter-generational transfer of family businesses. Liat Keisary will participate in real estate panel.
February 21, 2017
Innovation Cocktail Event Hosted Together with the Israel-South Africa Chamber of Commerce
Barnea Co., together with the Israel-South Africa Chamber of Commerce, is hosting today a cocktail event to promote networking between South African businessmen living in Israel and Israeli businessmen.
August 10, 2016
Investors Search For Options Before Apartment Tax Comes Into Force
Following the announcement of Minister of Finance, Moshe Kahlon, of the Government’s intention to impose an annual tax on owners of 3 apartments and more, Adv. Liat Keisary, Partner at Barnea Co., was interviewed by Bizportal. Liat discussed the pros and cons of the option of incorporation by the owners to hold the properties.
August 3, 2016
Moshe Kahlon Proposes New Apartment Tax
Minister of Finance, Moshe Kahlon, is proposing the imposition of an annual tax of 1% of the value, starting January 2017, on owners of 3 apartments and more. Adv. Liat Keisary, Partner at Barnea Co., was interviewed by Globes and commented that owners will eventually find legitimate tax structures to mitigate this tax. Others that will not be able to save this tax will transfer the cost onto the shoulders of the tenants.
June 9, 2016
Being on the safe side
TheMarker business monthly magazine for June, dealt with wealth and disclosed ”the secrets of 500 richest people in Israel”. As an expert in  the area of family wealth, Micky Barnea was interviewed on how to transfer your wealth to the 2nd generation in the best way.
January 17, 2016
The Herzikovitch inheritance dispute- interview with Micky
Mickey Barnea was interviewed for an article in Globes, regarding the Herzikovitch family dispute. Micky is an expert in the area of family wealth and in the article, Mickey described how families can, as far as possible, avoid such conflicts.
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