ALON KAPLAN

  • Home
  • About Us
  • Team
  • Publications
    • Articles
    • Books
    • Book Reviews
  • Blog
  • Contact
  • עברית
03-6954463
  • Home
  • Articles posted by newalonk_admin
  • Page 6

Author: newalonk_admin

Cross-Border Estate Planning – The Israeli Angle

January 2015 by newalonk_admin

Alon Kaplan and Lyat Eyal

Read more
  • Published in Articles
No Comments

Law Report- Israel Keeps Up with Worldwide Trend of Information Exchange and Tax Collection

November 2014 by newalonk_admin

Alon Kaplan and Lyat Eyal

Autumn 2014, Vol. 27, No.2

Read more
  • Published in Articles
No Comments

Voluntary disclosure procedure in Israel

November 2014 by newalonk_admin

Alon Kaplan, Lyat Eyal and Shai Dover

The long awaited publication of the voluntary disclosre procedure in Israel came to light on 7 September 2014. As the global trend evidences, this procedure provides taxpayers with the opportunity to disclose unreported income and assets. There are a number of thresholds to pass in order to be eligible for the proceudure, as listed below: Applications are to be submitted to the Deputy Director for Investigation and Intelligence Unit at the Israel Tax Authority who is solely authorized to approve them. Each application will include all relevant information, including, inter alia, applicant’s name, relevant tax years, source of income, details of the amount of unreported income, and estimated tax payment. Once the application is approved, it is referred to the relevant assessment officer who determines the tax liability, including taxes owed, linkage, interest, and civil fines. Upon the…

Read more
  • Published in Articles
No Comments

Israel: dramatic changes to the taxation of trusts

July 2014 by newalonk_admin

Alon Kaplan and Lyat Eyal

The summer of 2013 marked a change in Israel’s tax laws, most significantly as they relate to the taxation of trusts and real estate transactions. The Law on the Change of National Priorities (or more commonly known as the ‘Arrangements Law’), passed for budget purposes, amended various laws, including the Income Tax Ordinance [5721] 1961. This article summarizes the amendments regarding the new taxation affecting both Israeli as well as foreign trusts and foundations and the specific changes to real estate taxation for non-residents. The amendments in these two areas are of importance to non-residents as they henceforth may be subject to taxes in areas in which they were previously entitled to exemptions

Read more
  • Published in Articles
No Comments

The downsides of stepping up

June 2014 by newalonk_admin

Alon Kaplan Lyat Eyal and Shai Dover

Read more
  • Published in Articles
No Comments

Israel’s trust revolution

June 2014 by newalonk_admin

Alon Kaplan Lyat Eyal and Shai Dover

Read more
  • Published in Articles
No Comments

Amendments to Israel’s Trust Taxation Legislation

April 2014 by newalonk_admin

Alon Kaplan and Lyat Eyal

Read more
  • Published in Articles
No Comments

Amendments of legislation for taxation of trusts effective

January 2014 by newalonk_admin

Alon Kaplan & Susanna von Bassewitz

Read more
  • Published in Articles
No Comments

Cross-Border estate planning via an Israeli Trust/Hekdesh

July 2013 by newalonk_admin

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 trust/Hekdesh, they no longer form part of the individual’s estate upon death, and no court orders are then required to transfer the assets to the heirs. Since a trust is not a separate legal entity, a trustee may establish an Israeli underlying company to hold the assets for the trust.

Read more
  • Published in Articles
No Comments

The Blind Trust

February 2013 by newalonk_admin

Alon Kaplan

Read more
  • Published in Articles
No Comments
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8

ALON KAPLAN ADVOCATE & NOTARY
ADDRESS
1 King David Boulevard

Tel Aviv 6495301 Israel

OFFICE

Tel +972-3-6954463

Fax +972-3-695557

DIRECT

Tel +972-3-5084966

Fax +972-3-5084969

EMAIL

office@alonkaplan-law.com

Linkedin

Alon Kaplan Linkedin

© 2022 Alon Kaplan All rights reserved

TOP