Alon kaplan law firm was established in 1975. Alon’s main area of expertise is trusts and estate planning.

In this framework, he specializes in counselling Israelis and foreign residents on matters concerning trust establishment and management and wills and succession planning, including tax aspects. Trusts in Israel are created and operate under the Israel Law of Trusts 1979.The inter - vivos trust, “Hekdesh” comes into effect upon the creation of the trust and the assignment of the assets to the trustee. In the case of a testamentary trust, the trust begins to operate after the will probate order is granted by the court and the assets of the estate are transferred to the trustee by the power of the provisions of the will. The trust is a recognized and efficient legal structure for holding and managing family wealth and transferring assets to the next generation.

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Our Practice Areas

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Trusts

The Practice advises on foreign and Israeli trusts for Israeli and overseas clients. Trusts are structured to meet the client’s particular needs, including succession planning, asset protection, forced heirship issues, and family business. The Practice maintains close relationships with reputable banks in Israel and abroad, as well as with numerous law firms and licensed trust companies.

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Estates

The Practice advises on all matters of estate planning, trusts, probate, and inheritance proceedings. This includes legal services, such as drafting of trust deeds and wills, as well as providing services relating to probate and inheritance orders, administration of estates, and cross-border inheritance matters.

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International Taxation

The Practice provides tax advice to individuals and companies with international business activities, including tax planning advice involving personal tax law and international tax issues. In order to provide this comprehensive service. The practice works closely with lawyers, tax experts, and accountants in several jurisdictions with the required expertise in this field.

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Family Office

The Practice provides legal advice to family offices in matters of structuring and organizing family businesses, creation of trusts, and drafting of wills.

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Distributors & Agents

The Practice provides legal advice to distributors, agents, and suppliers from Israel and overseas on the law and practice of distribution agreements. The Practice advises foreign companies regarding the appointment of agents and distributors in Israel and Israeli companies regarding the appointment of agents and distributors overseas.

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Real Property

The Practice advises on purchasing, holding, and managing real estate in Israel with a special focus on investments by overseas companies and individuals, including aspects of taxation and the creation of real estate trusts.

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Company Law

The Practice advises on all aspects of company law in Israel, including legal advice for foreign investors and entrepreneurs wishing to start or operate a business in Israel.

Israeli precedents have recognized a fiduciary duty derived from Equity prior to the Trust law.

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