Estate
planning

Would you like to plan ahead for the transfer of all or part of your wealth?

Are you considering how to structure your real estate assets and your business in order to plan for your succession?

Would you like to plan the transfer of your wealth to future generations?

Depending on your objectives, we analyse the tax, civil and legal implications and help you identify and implement the structures suited to your situation:

• Study and analysis of your current succession situation in light of your family composition, your wealth, its geographical location and how it is held, and proposal of (re)structuring options in line with your wishes
• Study of the applicable laws in the case of an international transfer involving several jurisdictions (nationalities, residences and locations of assets)
• Study of the implications of statutory devolution and identification of the reserved portion and the disposable portion
• Identification of the heirs’ options in a succession (acceptance/renunciation/surety)
• Anticipation of inheritance disputes (concerning previous gifts, estate assets, heir status, points of law and management)
• Deciding on the implementation of a voluntary devolution (gifts or will) of all or part of the estate in favour of designated persons
• Assistance in protecting the surviving spouse with statutory/contractual usufruct (gift to the last survivor, waiver of the action for reduction)
• Identification of the heirs’ options during the lifetime or in a succession (acceptance/renunciation/surety)
• Assistance in protecting the surviving spouse with statutory/contractual usufruct (gift to the last survivor, waiver of the action for reduction)
• Successions and blended families: assistance with the ins and outs of adopting your spouse’s child (optimising gratuitous transfers)
• Study and implementation of succession planning instruments suited to the family and wealth situation (will, lasting power of attorney, shareholders’ agreement)
• Advice and assistance with decisions and formalities relating to gifts and transfers of wealth during your lifetime or upon death
• Setting up family governance and advice on supporting future generations