Trust, trustee
Blog
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
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.
The issue of blind trusts has recently been placed on the Israeli public agenda by Prime Minister Benjamin Netanyahu when he requested permission of the Authorisations Committee of the Israel Securities Authority to make several changes to the makeup of his investment portfolio. The issue of blind trusts has also been discussed in the US with respect to the many assets held by unsuccessful presidential candidate Mitt Romney outside US borders. US media have suggested that such a blind trust is a deception, as the role of trustee is held by Mitt Romney’s personal attorney. The reasoning behind a blind trust, of course, is to prevent situations that may cause a conflict of interest for politicians regarding management of assets in their possession upon assuming elected position
Articles
2020
Estate planning for the family business
Alon Kaplan, Meytal Liberman
Business, Estate, Family office, Trust, trustee | January 2020
This article provides an overview of the factors to be considered in order to structure and grow a family business in Israel.
2019
A SPECIAL COLLECTION OF ARTICLES ON TRUSTS & ESTATE
Alon Kaplan
Estate, Estate planning, Family office, Succession, inheritance, Tax Treaties, Tax, tax planning, Taxation of Trusts, Trust, trustee | June 2019
Inheritance Law and Procedure in Israel
Alon Kaplan & Meytal Liberman
Estate, Estate planning, Trust, trustee | June 2019
2018
A SPECIAL COLLECTION OF ARTICLES ON TRUSTS & ESTATE
Alon Kaplan
Business, Company, corporation, Confidentiality, secrecy, privilege, Estate, Estate planning, Family office, Fiduciary, Foundation, Gift, Hekdesh, Immigration, Aliyah, Private banking, Protector, Real estate, real property, Residence, Succession, inheritance, Trust, trustee, Will, testament | September 2018
2017-2018
2017
Planning and Administration of offshore and onshore trusts
Alon Kaplan
Estate, Tax, tax planning, Trust, trustee | May 2017
Books – Contribution of chapters on Israel
International Succession Laws
Alon Kaplan
Estate, Succession, inheritance, Trust, trustee | May 2017
Books – Contribution of chapters on Israel
2010
The World Trust Survey, Oxford University Press
Alon Kaplan
Company, corporation, Tax, tax planning, Trust, trustee | May 2010
Books – Contribution of chapters on Israel
The European Lawyer, (published by The European Lawyer, Futurelex Ltd)
Alon Kaplan
Estate, Tax, tax planning, Trust, trustee | May 2010
Books – Contribution of chapters on Israel
2006
Withers- Charitable Giving
Alon Kaplan
Charity, philanthropy, charitable giving, donation, Tax, tax planning, Trust, trustee | May 2006
Books – Contribution of chapters on Israel
Comparative Law Yearbook of International Business
Alon Kaplan
Business, Company, corporation, Trust, trustee | May 2006
Books – Contribution of chapters on Israel
Books
2019
2016

Trusts in Prime Jurisdictions, Fourth edition
Alon Kaplan, General Editor
Company, corporation, Taxation of Trusts, Trust, trustee | May 2016

Trust & Estate Planning in Israel
Alon Kaplan
Estate, Succession, inheritance, Trust, trustee | May 2016
2015

Trusts in Israel: Development and current practice
Alon Kaplan, Author
Estate, Succession, inheritance, Trust, trustee | May 2015
2010

Trusts in Prime Jurisdictions, Third edition
Alon Kaplan, General Editor
Company, corporation, Taxation of Trusts, Trust, trustee | May 2010
