Anticipating and organizing estate management with a view to subsequent death is the best way to avoid uncertainties and disputes. This is why we advise our clients according to their specific needs, in order to materialize the provisions of a will, family protocols or succession law agreements.
In our currently changing world, it is often the case for a situation to be subject to different laws, particularly if assets exist both in Spain and abroad. Adequate planning, in advance, will prevent future disagreements, whilst also optimizing succession in tax terms.
When liquidating an estate, our tasks range from executing the will to representing our clients in or out of court, to also include investigations, claims, acceptance or waiver of inheritance with international components. We also calculate and file the necessary tax statements.
Our advice also covers any voluntary acts inter vivos, through a donation or succession agreement. Our approach here, in the same way as in inheritance, is to always seek a balance between inheritance planning and reduced taxation.
Our inheritance law clients offer varying nationalities and circumstances. Of interest are those holding business assets- usually the owners of medium-size enterprises and family-run businesses- for whom we negotiate and draw up family protocols.