Estate and Retirement Planning for Americans Living in Israel

Attorney Haleli has been practicing U.S. Estate Planning Law and Probate since 1996. Attorney Haleli  founded her U.S. estate planning firm in Israel in August, 2007 and recently joined Shibolet. She is of only a handful of attorneys in Israel who advises on US-International law regarding wealth management and private client matters. She is world renowned in this field of practice.

Attorney Haleli’s practice areas include U.S.-International estate planning and individual tax, U.S. probate (inheritances) and estate administration and tax and renunciation of U.S. citizenship (and relinquishment of U.S. green cards) and relocation to the U.S. 

Attorney Haleli  is licensed in the US and is registered as a foreign lawyer with the Israeli Bar Association.

Adv. Malca has extensive experience in advising people, families and businesses at various stages, and has the skills to formulate a strategic plan tailored to the specific needs and goals of families and businesses, which includes building and carrying out a legal, family and tax strategy on an ongoing basis. 

Adv. Malca’s expertise includes litigation at all levels of the Israeli civil and rabbinical courts, and has experience since 2000 handling complex and sensitive cases, which has provided her with extensive knowledge in all aspects of personal status (complex inheritance cases, property disputes between siblings, divorce cases, division of property, alimony, custody, immigration and child abduction, guardianship, etc.).‎

‎In addition, Adv. Malca serves as a mediator for families and businesses, and she advocates resolving disputes in general and in family disputes in particular, in alternative ways.

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Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from 1988-1993 and is a graduate of the Israel Defense Force Officer’s School. Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.

Norman moved back to Israel in 2016, after spending 23 years in New York, and lives in Zichron Ya’akov.