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Author: newalonk_admin

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newalonk_admin
May 2016 / Published in Blog

Israel Trusts and Estate

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.
EstateResidenceTrust, trustee
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newalonk_admin
November 2015 / Published in Articles

The Rise of freedom of estate planning. When will it fall?

Alon Kaplan and Lyat Eyal Freedom of succession has created many discussions over the past few months for estate and trust professionals. This is mainly due to the EU Regulation, which for many is a significant development towards freedom of succession. Israel is a country of immigration and emigration. As movement of individuals between different
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newalonk_admin
July 2015 / Published in Articles

Trust and Foundation under Israeli Law: So Different, yet the Same for Tax Purposes

Alon Kaplan and Lyat Eyal This article treats the Israeli Hekdesh coupled with an Israeli underlying company as a foundation. It summarizes the taxation of foundations and trusts in Israel, as well as the main provisions of the relevant legislation as revised in 2013 which is now final and effective. The article then continues to
trust in Israel book
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newalonk_admin
May 2015 / Published in Book Reviews

Israeli Trust Law: the First 85 Years. Review of Alon Kaplan, Trusts in Israel: Developments and Current Practice (Helbing Lichtenhahn, 2015)

Adam Hofri
trust in Israel book
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newalonk_admin
May 2015 / Published in Books

Trusts in Israel: Development and current practice

Alon Kaplan, Author Trusts in Israel traces the trust concept in Israel from its historical roots, through early 20th century application of European legal structures enabling the use of trusts for land acquisition in Ottoman times, private/commercial use during the British Mandate, and to current use of common-law trusts, the basis of Israeli trust law. The
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newalonk_admin
May 2015 / Published in Articles

Israel

Alon Kaplan & Shlomo Kerem
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newalonk_admin
January 2015 / Published in Articles

Cross-Border Estate Planning – The Israeli Angle

Alon Kaplan and Lyat Eyal
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newalonk_admin
July 2013 / Published in Articles

Cross-Border estate planning via an Israeli Trust/Hekdesh

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
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newalonk_admin
February 2013 / Published in Articles

The Blind Trust

Alon Kaplan
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newalonk_admin
December 2012 / Published in Articles

International charitable giving

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