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Category: Articles

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

INTERGENERATIONAL TRANSFER OF A FAMILY BUSINESS

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newalonk_admin
January 2024 / Published in Articles, Books, Business, Family office
Cover of Family Office Magazine
Alon Kaplan Many businesses in Israel are owned and managed by families. In many cases, the businesses’ founders are the family’s father or mother, although there are also businesses that brothers and sisters establish. The result is that the founders of the businesses may include individuals who have established a successful business and have a
BusinessCompanyTrust, trustee

Trust & Trustees – The Israeli Trust as an alternative to succession proceedings

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newalonk_admin
July 2022 / Published in Articles
Alon Kaplan and 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 should be used in
EstateEstate planninginheritanceSuccessionTrusttrusteeWill

The Israeli private trust as an alternative to succession proceedings

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newalonk_admin
May 2022 / Published in Articles
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

The Nazi Plan to Preserve the Memory of the Jewish People Ahead of the Final Solution

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newalonk_admin
October 2021 / Published in Articles
Alon Kaplan

The Nazi’s Jewish Library

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newalonk_admin
April 2020 / Published in Articles
Dr. Alon Kaplan

Article For Yom Hashoa

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newalonk_admin
April 2020 / Published in Articles
Dr. Alon Kaplan
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