The Israeli private trust as an alternative to succession proceedings
Alon Kaplan & Meytal Liberman
Trusts & Trustees
19 July 2022
How to use a trust as an alternative to a will to transfer assets to the next generation? This article will answer this question by first introducing the reader to inheritance and trust law in Israel. It will explore the endowment and how it should be used in order to regulate the transfer of assets to the next generation—how a trust should be set up and how assets should be transferred to it. The conclusion drawn from this analysis points out the key elements which should be considered when creating a trust to survive death under Israeli law.
MEYTAL LIBERMAN, Advocate
Trusts and intergenerational transfers of assets.
Trusts | Wills and Inheritance | Enduring Power of Attorney | Prenuptial and Joint Life Agreements | Transactions of Assets