Israeli Trusts: Solutions for Global HNWIs

SPEAKER
Meytal Liberman, Advocate & Notary, Israel 

TOPIC and CONTENT

Explore recent shifts in Israel's legal landscape and how they impact cross-border wealth management. Designed for STEP members advising HNWIs, this webinar focuses on the Israeli Trust and its practical applications, in Israel and worldwide. Discover how Israel’s flexible legal framework provides flexibility for complex family dynamics, special needs, and global philanthropy. Join us to elevate your advisory practice.

SPEAEKER’ CV

Meytal Liberman, Advocate and Notary, TEP, has been advising private clients in Israel and internationally on trusts and intergenerational wealth transfer since 2013. Her services include legal planning and advisory work relating to the long-term holding of assets, including arrangements for legal incapacity, division of marital property, wills, and trusts. She has gained extensive professional experience in this field both from a practical perspective through her work as an attorney, and from an academic perspective through publishing professional articles, delivering lectures, and regularly participating in conferences and continuing professional education programs.

Meytal was admitted to the Israel Bar in 2013 and licensed as a notary in 2024. She holds an LL.B. from Bar Ilan University (2012) and an LL.M. in Commercial Law from Tel Aviv University (2015). She is a full member of STEP,

Since 2018, Meytal has been authorized by the Administrator General and the Israel Bar Association to draft and execute legal instruments for future incapacity planning, including the Enduring Power of Attorney, Expression of Wishes Document, and Preliminary Instructions for the Appointment of a Guardian.

STEP Office
Petra Streit 
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