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  • Posts tagged "Estate"

Tag: Estate

נאמנות בישראל

December 2022 by dana

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 לפעול ללא צורך בעריכת פרוצדורה של ירושה.

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

July 2022 by newalonk_admin

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 order to regulate the transfer of assets to the next generation—how a trust should be set up and how assets should be transferred to it. The conclusion drawn from this analysis points out the key elements which should be considered when creating a trust to survive death under Israeli law

EstateEstate planninginheritanceSuccessionTrusttrusteeWill
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Virtual launch event of the book: Life Cycle of Family Businesses

March 2021 by newalonk_admin

Pleased to invite you to a virtual launch event of the book: Life Cycle of Family Businesses 17th March

2021 – 11:00 am EDT, 17:00 Tel Aviv

Zoom Link

BusinessCitizenshipCompanycorporationEstateEstate planningFamily officeFoundationGiftHekdeshProtectorTaxation of TruststestamentTrusttrusteeWillהרצאות
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Estate planning for the family business

January 2020 by newalonk_admin

Alon Kaplan, Meytal Liberman

This article provides an overview of the factors to be considered in order to structure and grow a family business in Israel.

BusinessEstateFamily officeTrust, trustee
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Inheritance Law and Procedure in Israel

June 2019 by newalonk_admin

Alon Kaplan & Meytal Liberman

EstateEstate planningTrust, trustee
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A Special Collection Of Articles On Trusts & Estate

June 2019 by newalonk_admin

Alon Kaplan

EstateEstate planningFamily officeTax TreatiesTaxation of TrustsTrustTrust, trustee
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Israeli Family Offices

March 2017 by newalonk_admin

AloAlon Kaplan, Lyat Eyal, Ori Ephraimn Kaplan

EstatePrenuptial agreementsPrenuptial agreements, marital agreements
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Israel Trusts and Estate

May 2016 by newalonk_admin

Israel has been ‘home’ for many international families with a connection to the country both from an emotional “sense of belonging” as well as from a financial perspective “the start-up Nation” and involvement of international large companies such as Intel, Google Apple and Facebook.

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EstateResidenceTrust, trustee
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