Who am I?

My name is Meytal Liberman, Advocate, TEP, and my main field of practice is trusts and the transfer of family assets to the next generation.

I believe that with proper planning, all family members can achieve comfort and peace of mind. When the proper arrangements are set up in advance, there is less tension among family members, and the risk of a family dispute decreases. Moreover, when matters are arranged in advance, events such as becoming legally incapacitated, passing away, or a divorce, although emotionally difficult, are less likely to impact the family's livelihood.  

 

My three key principles

  1. Professionalism - My goal is to provide the highest quality of legal service. In order to do so, in addition to the experience I gain as a practitioner, I regularly invest time and effort in educating myself on all relevant topics. Furthermore, I strongly believe in cooperation with other professionals that can make a valuable contribution to the client.

  2. Personal attention and service - Each family has its own unique characteristics, needs, wishes, restraints, and more, and often, the discussion on the transfer of assets to the next generation is complex and sensitive.  it is therefore greatly important for me to be attentive and available to my clients as much as possible. Only by maintaining good communication it is possible to properly understand the family needs, and to make a "made-to-measure suit" to meet them.

  3. Creativity - Each family is unique and has its own needs and desires. often, in these situations there is no "straight forward" solution, and only by thinking "out-of-the-box" can the best solution be found.

The process - a "tailor-made suit" 

  1. The first step, and the most important one, is a discussion with you, the client. The purpose of this discussion is to fully understand your needs, desires and requirements. 

  2. Next, we discuss the legal instruments that best fulfill these requirements. Such instruments may be the setting up of as trust, as well as drafting a will or a an Enduring Power of Attorney. This is where you can also ask any question about these instruments and how they can meet your needs.

  3. Based on the above, a detailed plan of action is devised. Such plan relates to the legal instruments which will be implemented, how they will be used, when, etc.

  4. The plan is then executed.

How can I help you?

ייפוי כוח מתמשך

ייפוי כוח מתמשך הוא חלופה לאפוטרופסות. מסמך זה מאפשר לכל אדם בגיר לקבוע כיצד ועל ידי מי יטופלו ענייניו בעתיד כאשר לא יוכל לטפל בכך בעצמו.

נאמנויות

במסגרת נאמנות, אדם מעביר נכסים לאדם אחר - נאמן, על מנת שיחזיק וינהל אותם לפי הוראותיו. הנאמנות היא כלי יעיל וגמיש המספק מענה ארוך טווח במגוון רחב של במקרים.

הסכמי ממון וחיים משותפים

הסכם ממון קובע את חלקות הרכוש במקרה של פרידה או פטירה של בני זוג נשואים. הסכם חיים משותפים פועל באותו אופן לגבי בני זוג שאינם נשואים.

צוואות וירושות

צוואה היא הכלי הנפוץ ביותר המאפשר לאדם לקבוע מה ייעשה ברכושו לאחר פטירתו.

עסקאות בנכסים

העברת נכסים במשפחה היא נפוצה מאוד. עריכת הסכמי מתנה
והלוואה, לדוגמה, חשובה ביותר על מנת לוודא שהעברה נעשית באופן תקין והיחסים בין בני המשפחה נשמרים.

MEYTAL LIBERMAN, Advocate
 
Trusts and intergenerational transfers of assets.


Trusts | Wills and Inheritance | Enduring Power of Attorney | Prenuptial and Joint Life Agreements | Transactions of Assets

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