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Category: Articles

Israel’s trust revolution

June 2014 by newalonk_admin

Alon Kaplan Lyat Eyal and Shai Dover

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Amendments to Israel’s Trust Taxation Legislation

April 2014 by newalonk_admin

Alon Kaplan and Lyat Eyal

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Amendments of legislation for taxation of trusts effective

January 2014 by newalonk_admin

Alon Kaplan & Susanna von Bassewitz

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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.

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The Blind Trust

February 2013 by newalonk_admin

Alon Kaplan

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International charitable giving

December 2012 by newalonk_admin

Alon Kaplan

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Hekdesh – The Israeli Foundation

July 2012 by newalonk_admin

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 advantages over a foundation.

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The European Lawyer, (published by The European Lawyer, Futurelex Ltd)

May 2010 by newalonk_admin

Alon Kaplan

Books – Contribution of chapters on Israel

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The World Trust Survey, Oxford University Press

May 2010 by newalonk_admin

Alon Kaplan

Books – Contribution of chapters on Israel

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איך מתחילים עסקה

January 2009 by newalonk_admin

Alon Kaplan

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