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Tag: Trust, trustee

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

January 2024 by dana

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 regulated by the Ethics in Government Act of 1978. This law defines the conditions under which the official may hold assets, under via af blind trust, and these are:  First, the trust must be held separately from the official and managed independently. Second, the trust is prohibited from including restrictions on the sale or transfer of assets. Third, the official is prohibited from receiving any information about the trust except for quarterly updates regarding its value, income and losses for the purpose of filing tax reports. 

What is this “blind Trust” and what does it come to prevent?


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  • Published in Articles, Books, Business, Family office
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INTERGENERATIONAL TRANSFER OF A FAMILY BUSINESS

January 2024 by newalonk_admin

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 family, second or even third generation, for whom the founders seek an estate planning program and preparation of legal business infrastructure for the intergenerational transfer of the business and its management. Below, we will refer to the business founders in the singular

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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.

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Inheritance Law and Procedure in Israel

June 2019 by newalonk_admin

Alon Kaplan & Meytal Liberman

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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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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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