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Author: dana

The Israeli Trust

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dana
May 2025 / Published in Articles
Alon Kaplan
The use of the hekdesh as an efficient estate-planning instrument

Israel’s Immigration Continues, Supported By Tax Incentives 

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dana
October 2024 / Published in Articles
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

“Blind Trust” as a tool to prevent conflicts of interest

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dana
January 2024 / Published in Articles, Books, Business, Family office
Cover of Family Office Magazine
Article published in the Magazine Private Banking January 2024 Dr. Alon Kaplan and Meytal Lieberman In recent years, newspapers have published reports of “blind Trust” in connection with a mechanism designed to prevent conflicts of interest of public servant (“the official”)l, such as ministers and the prime minister. In the United States, blind trusts are
BusinessCompanyTrust, trustee

נאמנות בישראל

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dana
January 2024 / Published in Articles
Alon Kaplan היא מושג (Trust) הנאמנות משפטי. הכוונה היא למרקם של יחסים משפטיים לפיהם הלקוח אשר הינו מייסד מעביר (Settlor) הנאמנות בעלות בנכסים לידי נאמן ומעניק לנאמן (Trustee) (או למספר נאמנים) זכויות לפעול בנאמנות על פי כתב נאמנות והחוק. בשונה מהמצב בשליחות פטירתו של הלקוח או של נהנה איננה מסיימת את הקשר המשפטי והנאמנות תמשיך
Estate planninginheritanceSuccessionTrustWillהעברה בין-דוריתילדים בעלי מוגבלויותנאמנותנכסים משפחתייםעיזבוןפמילי אופיס

The Israeli Trust

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dana
June 2019 / Published in Articles
Portrait of Alon Kaplan
Published in STEP Trust Quarterly Review Volume 17, Issue 2 2019 Dr. Alon Kaplan and Meytal Liberman ABSTRACT• Israel’s trust law applies to any trust relationship; however, the main route to create a private trust is by creating a hekdesh, also known as an endowment. The hekdesh is a document signed unilaterally by the settlor
Trusttrustee

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