Estate Law, Succession Planning

    In the areas of estate law and succession planning we assist our clients with developing and implementing well thought-out estate and/or business succession plans taking into consideration any relevant family law issues.

    Need for legal advice in these areas arises typically in connection with mandatory shares of the decedent’s estate, divorces, investments in companies, or assets located in foreign countries. Because tax consequences must always be considered, we work closely with tax advisors to develop holistic solutions for our clients. Our services in this area include the following:

    • Wills and agreements of inheritance
    • Inter vivos transfers
    • Tax-optimized succession planning
    • Distribution of assets among heirs
    • Applications for certificates of inheritance and certificates of appointment as executor
    • Estate settlement
    • Execution of wills