STEP Israel

STEP Israel is part of the London based STEP society – advising families across generations.

STEP is an international professional association with 20,000 members in 95  jurisdictions. STEP serves lawyers, accountants and bankers who are involved in the establishment of trusts, managing estates and related tax planning. STEP Israel is  a nonprofit registered company, providing its members with news and updated information in their particular areas of interest, as well as creating professional and personal contacts.

An annual conference of STEP Israel is held in Tel Aviv. In addition, seminars are organized which focus on specialist topics.

• Mr Meir Linzen  TEP, Branch Chair
• Dr Alon Kaplan  TEP, Branch President
• Mr Nitsan Bar-Ilan  TEP, Branch Vice Chair
• Mr Lior Pick  CPA, Branch Vice Chair
• Mr Daniel Paserman  TEP, Branch Secretary
• Mr Sheldon Dick  Branch Treasurer
• Mr George Rosenberg  TEP, Branch Committee Member
• Mr Michael Silver  TEP, Branch Committee Member

STEP Israel Annual Conference 20-21 June 2017

Presentations

• Recent Case Law on Trusts. Adam Hofri-Winogradow. (PDF 325KB)
• תיקון 13 לחוק איסור הלבנת הון חובות נותני שירות עסקי. Adi Comeriner Peled. (PDF 914KB)
• The Frustrations of Family Foundations in Israel. Asher Dovev TEP. (PDF 694KB)
• Tax Residency of Individuals under Israeli Law. Daniel Paserman. (PDF 2MB)
• Settlor directed trusts. David Petit, Valla. (PDF 929KB)
• Cyprus International Trusts - Regulatory Framework. Elena Argyropoulou. (PDF 880KB)
• Non-Domiciled Status in Cyprus. Emily Yiolitis. (PDF 1MB)
• Exchange of Information and Taxpayers’ Rights. Dr. Eran Lempert, Adv. (PDF 244KB)
• Philanthropy & Non-profits in Israel. Galia Feit. (PDF 745KB)
• German tax rules... Gerd Kostrzewa. (PDF 836KB)
• Charitable Giving Using an “American Friends of” Organization: Planning Strategies. Gideon Rothschild. (PDF 395KB)
• Israel / Switzerland – Current Challenges in Private Banking. Inbal Faibish Wassmer (PDF 155KB)
• The «New Italian Tax Resident» rule Schengen Visa for non EU citizens. Luigi Belluzzo. (PDF 1MB)
• Immigration to Israel. Lyat Eyal. (PDF 988KB)
• International pre and postnuptial agreements and asset protection aspects of trusts in a divorce context. Marcus Dearle. (PDF 585KB)
• Pleasing God and Mammon - but not the taxman. Mark David Rozen. (PDF 514KB)
• Your wealth is at risk! - and how to structure trusts and foundations to protect it. Dr Markus Summer. (PDF 464KB)
• Tax Residency of Individuals Under U.S. Law. Michael Ben-Jacob. (PDF 394KB)
• New York Trusts and Claims in Divorce under New York Law. Michael W. Galligan. (PDF 312KB)
• Exchange of Information: The French Experience. Michel Collet. (PDF 964KB)
• Safeguarding assets and creating a legacy. Miguel Good, Rothschild Trust (PDF 290KB)
• Non-Dom Regimes: the United Kingdom. Paul Whitehead. (PDF 617KB)
• The Impact Of Brexit - A Safe Haven in a Turbulent World. Peter Montegriffo. (PDF 2MB)
• Practical problems in International Trust & Succession Planning. Peter Rosenberg. (PDF 525KB)
• עו ד רמי ששון, האחראי על איסור הלבנת הון. ומנהל אגף ציות ואיסור הלבנת הון. Rami Sasson. (PDF 708KB)
• Trusts Tax Planning - Risks and Opportunities. Ran Artzi (PDF 1MB)
• Tax Residency of Individuals: Switzerland. Dr Ruth Bloch-Riemer. (PDF 916KB)
• Aliyah from the USA. Stan A Barg. (PDF 212KB)
• Tax Residency of individuals under Canadian Law. Stephen S. Ruby. (PDF 270KB)
• Knowledge is Power: Data Protection and Access to Information. Ziva Robertson (PDF 610KB)

Gallery

STEP Israel Resources - Archive

• Introduction to the Taxation System in Israel
• Proposed Taxation of Trusts in Israel
• The Tax Collector's Big Brother
• Israeli Tax Treaties
• Trust Reporting

STEP Israel Resources - Gifts and Inheritances

• Forced heirship in Israel Alon Kaplan, Adv. and Lyat Eyal, Adv.
• A Gift in Israel, Taxation and Exemptions Shai Dover, C.P.A (Isr.)
• Introduction to Succession Law in Israel L. Harris, A. Kaplan, M. Linzen, Z. Tamir
• Israel: Inheritances and Related Taxation Alon Kaplan, Adv. Shai Dover, C.P.A (Isr.)
• Estate Proceedings and Executors In Israel Alon Kaplan, Adv., Lyat Eyal, Adv.

STEP Israel Resources - Taxation

• Participation Exemption in Israel Shai Dover, C.P.A (Isr.)
• Israel 's Tax Benefits for International Activities Alon Kaplan, Adv. Shai Dover, C.P.A (Isr.)
• Israel Country Report Alon Kaplan, Adv. Shai Dover C.P.A(Isr.)
• Tax Benefits for New and Returning Residents Shai Dover, C.P.A(Isr.)
• Living and Working in Israel Shai Dover C.P.A(Isr.)
• Israel's Tax Treaties - An Important Instrument to Encourage Foreign Investments Meir Linzen, Adv. Herzog Fox & Neeman
• Immigration to Israel Ari Rosenberg, Adv. Rosenberg, Keren-Polak & Co.
• Real Estate Investment Trust (REIT) in Israel Dov Weinstein , Dov Weinstein & Co. C.P.A. (Israel)

STEP Israel Resources - Trusts and Taxation

• Trust According to Israel's Land Tax Law Avi Simon Adv. Alan Aronson Adv.
• Gift vs Trust Alon Kaplan, Adv. & Lyat Eyal, Adv.
• Introduction to an Israeli Trust Leon Harris, Alon Kapln, Meir Linzen, Zvi Tamir
• The New Israeli Law for Taxation of Trusts Alon Kaplan, Adv, Shai Dover C.P.A (Isr.)
• A New Star is Born - Israeli Underlying Company Alon Kaplan, Adv. Lyat Eyal, Adv. Shai dover C.P.A(Isr.)
• Guide to the Israeli Taxation of Trusts