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Same Sex Marriages – the Premarital and Postmarital Agreement (Part V)

by Leigh-Alexandra Basha | Sep 30, 2014 | • Marriage contracts, nuptial agreements and family law, • The will or testament

Family Matters: The Premarital and Postmarital Agreement- consider it when tying the knot or thereafter. Legal and tax considerations of pre and postmarital agreements? (Part V)   I. Common Law Marriage. A right at common law to marry exists unless state law...

Discriminatory inheritance and gift tax regime for non-residents in Spain

by Sonia Velasco | Aug 22, 2014 | • Residency; consequences, double nationality, cross border estate planning, • The will or testament

Are non residents in Spain discriminated against where inheritance and gift tax is concerned? Are there any possibilities to ask for a refund of the taxes paid in the past? The tax treatment of non residents in Spain concerning inheritance and gift taxes could be...

What you need to know about inheritance and gift taxes in Spain

by Sonia Velasco | Aug 22, 2014 | • Residency; consequences, double nationality, cross border estate planning, • The will or testament

Issues arising when an inheritance or a gift involves non-resident individuals. Under Spanish regulations, mortis causa transfers and inter vivos gifts are subject to inheritance and gift tax (“IGT”). Spanish resident individuals are subject to IGT on their worldwide...

Maintenance upon the death of a spouse

by Liesl Fischer | Jul 28, 2014 | • Marriage contracts, nuptial agreements and family law, • The will or testament

Claiming maintenance in terms of the Maintenance of Surviving Spouses Act 27 of 1990   The Maintenance of Surviving Spouses Act 27 of 1990 (hereinafter referred to as “the Act”) allows, in certain circumstances, widows / widowers to be maintained from their...

Do you have a claim against your ex-spouses estate, post-divorce?

by Liesl Fischer | Jul 28, 2014 | • Residency; consequences, double nationality, cross border estate planning, • The will or testament

In terms of Section 2B of the Wills Act 7 of 1953, if there is an existing will and either spouse dies within 3 months of the date of divorce, the ex-spouse will not receive any benefits allocated to him/her in terms of the will.  If, however, the ex-spouse dies 3...

Is it beneficial to set up a trust for estate planning purposes?

by Liesl Fischer | Jul 28, 2014 | • Residency; consequences, double nationality, cross border estate planning, • The will or testament

Estate planning in your personal name Estate planning involves the effective structuring of assets so that they may be transferred to the people nominated by you, in your will, without paying unnecessary taxes or estate duty.  Proper estate planning will also reduce...
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Categories

  • • Charities, philanthropy and gifts
  • • Education, Training, Preparation of next generation
  • • Emergency measures; who decides and who will be(come) responsible
  • • Estate planning
  • • Family assets; art collection, portfolio, real properties
  • • Family business; Managing, structuring, involvement
  • • Family Disputes & Solutions
  • • Family Governance and Family Charter
  • • Family Integrity & Organization
  • • Family Offices; role, duties and responsibilities
  • • Foundations and trusts; structures to hold, control, protect and manage family wealth
  • • Living will
  • • Marriage contracts, nuptial agreements and family law
  • • Residency; consequences, double nationality, cross border estate planning
  • • Tax planning (corporate income tax)
  • • Tax planning (estate taxes and duties)
  • • Tax planning (personal income tax)
  • • The will or testament
  • • Transfer to the Next Generation