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Category: Articles

private trusts tax advantages
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Alon Kaplan
July 2025 / Published in Articles

Private Trusts as Succession Alternatives in Israel, Israeli Tax Benefits, Israeli Tax Advantages of Private Trusts Over Wills Including Potential Estate Tax Deferral Mechanisms

Join us to explore how private trusts in Israel offer unique tax benefits and flexible succession planning that could enhance your estate's value.
Estate planningIsraeli tax benefitsPrivate Trusts
trusts bypass probate proceedings
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Alon Kaplan
July 2025 / Published in Articles

Private Trusts as Succession Alternatives in Israel, Israeli Probate Avoidance, Private Trusts Bypass Israeli Beit Din and Secular Court Probate Proceedings Unlike Traditional Wills

Join us as we explore how private trusts in Israel offer a unique advantage in bypassing traditional probate, ensuring privacy and control over your assets.
asset controlIsraeli probatePrivate Trusts
private trusts for succession
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Alon Kaplan
July 2025 / Published in Articles

Private Trusts as Succession Alternatives in Israel, Israeli Legal Framework, How Israeli Trust Law 2006 Enables Private Trusts to Replace Traditional Wills for Succession Planning

Investigate how Israel's 2006 Trust Law empowers private trusts to effectively replace traditional wills for succession planning. Discover more about this legal evolution.
Israeli Trust LawPrivate TrustsSuccession Planning
image e1748538781843
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dana
May 2025 / Published in Articles

The Israeli Trust

The use of the hekdesh as an efficient estate-planning instrument
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dana
October 2024 / Published in Articles

Israel’s Immigration Continues, Supported By Tax Incentives 

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
FOM COVER WINTER 23
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dana
January 2024 / Published in Articles, Books, Business, Family office

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

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
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dana
January 2024 / Published in Articles

נאמנות בישראל

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
FOM COVER WINTER 23
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newalonk_admin
January 2024 / Published in Articles, Books, Business, Family office

INTERGENERATIONAL TRANSFER OF A FAMILY BUSINESS

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
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newalonk_admin
July 2022 / Published in Articles

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

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
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newalonk_admin
May 2022 / Published in Articles

The Israeli private trust as an alternative to succession proceedings

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
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