The recognition of marriages unique to Israeli laws (based on religious rules) and the recognition of rights of common law spouses under the Succession Law (unique for a country where marriages are governed by strict religious rules). The article is based on a paper prepared for presentation at The International Academy of Estate and Trust Lawyers
An analysis of the family offices practice in Israel, The international family offices journal, Alon Kaplan, Adv., Ori Ephraim, CPA (IL) and Lyat Eyal, Adv
An analysis of the family offices practice in Israel, The international family offices journal, Alon Kaplan, Adv., Ori Ephraim, CPA (IL) and Lyat Eyal, Adv.
A Q& A series on private banking, regulatory governmental agencies and requirements in the wealth management sphere and AML issues. Co-authored with Alon Kaplan, Adv. and Meytal Liberman, Adv
An extensive international guide to trusts in selected jurisdictions in its 5th edition. We contributed the chapter on Israel discussing the settlement of trusts, the taxation of trusts, unique new immigrant benefits and certain succession considerations.
Israel: Foreign Trusts, Trustee Confidentiality and Dispute Resolution
An annual article in Trusts & Trustees. This article focuses on several important legal issues involved in drafting and administering Israeli trusts/foundations
An annual article in Trusts & Trustees. This year, a review of the provisions of the Israeli Trust Law, 1979, as they refer to the trust settled by Hekdesh deed. The Israeli trust, not a separate legal entity, requires an underlying company in various circumstances
An annual article in Trusts & Trustees. This year, a review of the provisions of the Israeli Trust Law, 1979, as they refer to the trust settled by Hekdesh deed. The Israeli trust, not a separate legal entity, requires an underlying company in various circumstances.
Inter vivos Hekdesh versus testamentary trusts and foundations
An annual submission on the topic of foundations. In this update, a discussion on the trust law and the succession law in Israel governing trusts vs. succession and probate, Alon Kaplan, Adv. and Lyat Eyal, Adv
The regulatory landscape – FATCA and trusts – Israel is exchanging financial account information with the USA and other countries - collaboration with Stanley Barg, Esq., Jennie Cherry, Esq. and our team
A cross border cooperative publication in the USA, UK, Canada and Israel. Recent suggested legislative revisions in the USA may require an update to this article
