Dr Alon Kaplan 12 August 2024 Israel’s Immigration Continues, Supported By Tax Incentives We carry this brief commentary by a long-standing figure in the world’s trust and estates planning industry with a view on Israel. This news service – as seen by this example – continues to cover the ways in which people migrate to new jurisdictions, sometimes to

Trusts & Trustees – Alon Kaplan & Meytal Liberman Abstract – How to use a trust as an alternative to a will to transfer assets to the next generation? This article will answer this question by first introducing the reader to inheritance and trust law in Israel. It will explore the endowment and how it

Alon Kaplan

Dr. Alon Kaplan

Dr. Alon Kaplan

Alon Kaplan

Alon Kaplan & Meytal Liberman Israel has long been a ‘home’ for many international families. The Law of Trust, the Law of Contract, and the Law of Agency together form the legal framework for Trusts and estate planning in Israel.

Alon Kaplan & Meytal Liberman Real estate trust in Israel is a useful legal structure for families who wish to register real property in the name of a corporate body acting as a ‘transparent entity’ and keep tax advantages granted to individual persons. This structure may be found particularly useful and efficient for non-Israeli families

Alon Kaplan

Alon Kaplan & Meytal Liberman

Alon Kaplan, Lyat Eyal and Diana Apelboim Ladovsky

Alon Kaplan and Lyat Eyal The article reviews the Israeli Banking Ordinance 1941, whose provisions relating to joint ownership of assets in Israel are quite unique in Israeli law. Non-residents, both clients and professionals, owning assets in Israel, unfamiliar with local laws and accustomed to the laws in their relevant jurisdictions, are often surprised. Estate

Alon Kaplan & Meytal Liberman

Alon Kaplan and Lyat Eyal

Alon Kaplan, Lyat Eyal and Meytal Liberman

Alon Kaplan and Lyat Eyal Freedom of succession has created many discussions over the past few months for estate and trust professionals. This is mainly due to the EU Regulation, which for many is a significant development towards freedom of succession. Israel is a country of immigration and emigration. As movement of individuals between different

Alon Kaplan and Lyat Eyal This article treats the Israeli Hekdesh coupled with an Israeli underlying company as a foundation. It summarizes the taxation of foundations and trusts in Israel, as well as the main provisions of the relevant legislation as revised in 2013 which is now final and effective. The article then continues to

Alon Kaplan & Shlomo Kerem

Alon Kaplan and Lyat Eyal

Alon Kaplan and Lyat Eyal In Israel, local laws and governmental agencies regulate estate and inheritance matters. Consequently, in order to distribute estate assets, a petition for an inheritance or probate order must be filed locally. Such filings may be avoided by the establishment of a trust during one’s lifetime. By transferring assets to a

Alon Kaplan

Alon Kaplan

Alon Kaplan and Alan Krost The article illustrates that the Hekdesh, which is a special type of trust existing under Israeli law, is in fact similar to a foundation. The article discusses the law relating to the Hekdesh and highlights the features of the Hekdesh focusing on the similarities to a foundation and emphasizing its

Alon Kaplan Books – Contribution of chapters on Israel

Alon Kaplan Books – Contribution of chapters on Israel

Alon Kaplan

Alon Kaplan Books – Contribution of chapters on Israel