Published November 2016,
1 Volume. Appendices.
Trusts and Estate Planning in Israel traces the trust concept in Israel and its use for private and commercial purposes under current Israeli trust law. The creation of trusts by law, by contract, by Hekdesh deed (an Israel trust) and testamentary trusts are analysed. Estate planning using the Hekdesh or testamentary trust and its tax implications, public and charitable trusts are explored, and special attention is given to trust protectors, privilege and confidentiality, court jurisdiction, arbitration, taxation and foreign trust recognition.
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"As trusts and their uses continue to evolve, it is important for private client and tax practitioners in Israel and elsewhere to understand them, their various uses, their tax treatment, their advantages and their limits. Few Israeli practitioners understand them as thoroughly as Kaplan, and few (if any) modern books have been written about trust law in Israel with the same depth and attention to detail as Kaplan's book. This book should take pride of place on the bookshelf of any private client practitioner who strives for a better understanding of this area of the law."
- Ziva Robertson, Partner, McDermott Will & Emery, London
"The book will aid all practitioners concerned with Israeli Trusts and trusts taxation. It gathers in one place rich and varied information on a multitude of topics relevant to the informed and careful use of trusts in Israel, as well as to the use outside Israel of trusts with Israeli connections." - Adam Hofri-Winogradow TEP, Senior Lecturer, Faculty of Law, Hebrew University
About the Author
Dr. Alon Kaplan was admitted to the Israel Bar in 1970. He is also licensed to practice law in New York and Germany. He practices trust law in Tel Aviv and lectured on that subject at Tel Aviv University. Dr. Kaplan is the founder and president of the Israel Branch of the Society of Trust and Estate Practitioners (STEP), and is today a Lecturer and Academic Coordinator of the STEP Diploma Course in Israel. He is an Academician of the International Academy of Estate and Trust Law and The American College of Trust and Estate Counsel (ACTEC) - and has advised the Israel Tax Authority on trust legislation. Dr. Kaplan is general editor of Trusts in Prime Jurisdictions 4th edition (2016), and was also editor of the books Israel Law and Business Guide and Israeli Business Law: An Essential Guide.