Weksler Bergman specializes in guiding families and business owners in planning optimal intergenerational transfer of assets and family businesses.
Personalized Planning
We customize a legal strategy for our clients that serves their long-term goals. Our team, combining extensive corporate and business knowledge with an understanding of family law disciplines, has extensive experience in planning holding structures and corporate arrangements, advising on asset transfers between generations, and using corporate legal tools combined with various personal status tools (wills, enduring powers of attorney, property agreements, family trusts, and more).
Wills and Inheritance
In the field of wills and inheritance, we guide clients in drafting complex wills that include diverse assets and rights in corporations, while minimizing the potential for future disputes.
Property Agreements and Cohabitation Agreements
Our firm specializes in drafting property agreements before and during marriage/cohabitation, taking into account asset complexity, family businesses, and intergenerational transfer considerations. Our unique approach combines a comprehensive view of family and business aspects, enabling the creation of agreements that protect your assets and ensure legal certainty.
Enduring Powers of Attorney
Our firm specializes in drafting enduring powers of attorney that allow our clients to maintain their independence and ensure their wishes are respected in the future, should they enter a state of cognitive incapacity for any reason.
Intergenerational Transfer
As a commercial firm that accompanies companies and businesses, we lead in planning intergenerational transfers in family businesses, combining our commercial-corporate experience with integrated planning of all aspects of intergenerational transfer, to identify and manage risks in the process of transferring business activities to the next generation.
Professional Estate Management
Our firm provides comprehensive guidance in estate management. We handle all legal aspects of inheritance proceedings, from obtaining inheritance orders and probate orders, through handling the distribution of estate assets, to representation in inheritance disputes. The firm’s team specializes in managing complex estates that include diversified assets (while maintaining collaborations with external tax advisors), and protecting the family’s interests over time.
