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NOTARIAL SERVICES

  • Israeli Notary services.
  • Notarial translations (English).
  • Assistance in obtaining original documents with Apostille certification from U.S. states (e.g., birth, death, and marriage certificates).

ESTATE PLANNING, WILLS, AND TRUSTS

  • U.S. Estate, Gift, and Generation-Skipping Transfer (GST) tax planning.
  • Estate administration in New York and Israel.
  • Probate and Succession Orders in Israel for Israeli residents and Americans with Israeli assets.
  • Drafting New York Law trusts, including Irrevocable Life Insurance Trusts (ILITs).
  • Drafting standard and complex wills.
  • Durable Power of Attorney in Israel and New York.
  • Healthcare Proxy/Medical Power of Attorney in Israel and the U.S.

REAL ESTATE (U.S. & ISRAEL)

  • Acquisition. Advising on negotiations, acquisitions, and sales of private, commercial, and undeveloped land.
  • Financing. Drafting financing and mortgage agreements, including liens/encumbrances. Representing clients before financial institutions regarding financing and mortgages.
  • Leases. Drafting short-term and long-term residential and commercial lease agreements.
  • Management Companies. Representing real estate and management companies regarding management agreements and debt/management disputes.
  • Brokerage Agreement. Drafting agreements between real estate agents/brokers.
  • Developers. Creating and assisting developers in real estate structures, for their various projects, including investment agreements, loan agreements, limited partnership or LLC agreements and similar.
  • Construction. Review and drafting of construction agreements with contractors.

TAXES

  • Business Tax Planning: Evaluating business structures in Israel and the U.S. to achieve an optimal tax framework.
  • Transaction Tax Planning: Structuring M&As and joint ventures to minimize taxes on asset and rights transfers.
  • International Private Tax Planning (Israel & U.S.): Income planning, U.S. real estate and gift transfers, estate planning, and asset acquisition planning for foreign residents in the U.S. and for U.S. citizens/residents globally, including expatriation (renouncing citizenship).
  • Corporate Tax Planning: For foreign businesses in the U.S., U.S. businesses abroad, and foreign businesses operating in Israel.
  • International Efficiency: Utilizing international tax treaties and low-tax jurisdictions while emphasizing functionality.
  • IRS Representation: Representing clients before U.S. tax authorities regarding collections, installment agreements, and Offers in Compromise.
  • FBAR & Voluntary Disclosure: Representing U.S. citizens/residents in foreign bank account reporting (FBAR) and voluntary disclosure programs for offshore income/accounts.
  • Estate and Gift Tax: Comprehensive planning involving trusts, life insurance funds, annual gift tax exclusions, and non-citizen trusts.

MEDIATION

  • Serving as a mediator in business and/or personal disputes.
  • Guiding parties toward a settlement agreement.
  • Drafting settlement agreements based on the parties’ understandings.

ENTITY ORGANIZATION

  • Formation of Israeli Entities: Establishing companies and partnerships, including document verification for opening bank accounts.
  • Formation of U.S. Business Entities: Establishing Corporations (Inc.), LLCs, and general/limited partnerships across all 50 U.S. states.
  • Structural Consulting: Advising on business structures with a focus on functionality, efficiency, and taxation.
  • Founding Documents: Preparing all supporting formation documents (e.g., Articles of Association, Bylaws, Stock Certificates).
  • Ownership Agreements: Drafting shareholder agreements, partnership agreements, and Operating Agreements for U.S. LLCs.
  • Tax Identification: Obtaining U.S. Tax ID numbers (EIN) for entities.

CORPORATE AND BUSINESS LAW

  • Outside General Counsel: Providing a wide range of legal services, including ongoing daily legal advice and representation in unique, one-time transactions.
  • Mergers & Acquisitions (M&A): Comprehensive transaction support from the Memorandum of Understanding (MOU) stage through Due Diligence to the drafting of closing documents, with an emphasis on legal and tax considerations tailored to the business owners.
  • Joint Ventures: Drafting and supporting joint venture documentation with a focus on legal, tax, and operational aspects.
  • Loans and Financing: Representing commercial and private borrowers in negotiations for loans and lines of credit, including tax analysis vis-à-vis banking institutions.
  • Labor and Employment (New York & Israel): Advising employers and employees on labor relations and contractor agreements; drafting employment, management, and non-compete contracts; advising on employee incentives (including stock options) and related tax planning; and preparing employee handbooks/workplace procedures.
  • Intellectual Property (IP): Legal representation regarding IP, including trademark searches and registration, e-commerce and internet law, and advising on jurisdictional issues and compliance in overlapping jurisdictions.
  • Commercial Transactions: Drafting agreements for suppliers, manufacturers, marketers, and distributors, as well as sales, service, real estate, and personal property agreements.
  • Alternative Dispute Resolution (ADR): Prioritizing the avoidance of litigation costs and unpleasantness through negotiation and mediation; leveraging legal analysis to highlight opposing parties’ weaknesses to reach out-of-court settlements.