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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.

Man writing on paper

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

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The information contained in this site is provided for informational purposes only, and should not be construed as legal advice on any subject matter. You should not act or refrain from acting on the basis of any content included in this site without seeking legal or other professional advice.

©2020 by Meytal Liberman, Advocate.

אין לראות באמור באתר זה משום ייעוץ משפטי, ואין לראות בדברים הכתובים בו משום תחליף לייעוץ משפטי, אלא דעה אישית או הסבר כללי בלבד. לפיכך, אין להסתמך או לפעול בהתאם לאמור לעיל ללא ייעוץ משפטי.

כל הזכויות שמורות לעו"ד מיטל ליברמן. אין להעתיק או לעשות שימוש בתכני האתר ללא קבלת הסכמה מראש.

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