A WORLDWIDE INITIATIVE OF INDEPENDENT EXPERTS
Control and finance of family assets | Education of family members | Estate planning | Emigration and immigration | Family business | Family charter | Family disputes | Family governance | Foundations | Information and influence of family members | Structuring the business | Philanthropy | Pre- and post-marital agreements | Tax Planning | Trusts | Wealth protection | Will and living will
Will and living will
Controlling your Trust
A Matter of Some Discretion: Controlling your Trust Two common reasons for the use of trusts in estate planning are to achieve tax efficiencies and to protect assets from potential creditors and claims. These are by no means the only reasons that trusts are utilized,...
Covid-19 crisis – Succession planning and planning for incapacity
Covid-19 crisis - Succession planning and planning for incapacity The second wave of Covid-19 in this fall 2020 has shown that the virus is not yet under control and that it may still take us a long time to go back to a new normality. The pandemic has given us time to...
Statutory succession or last will – what is what?
Statutory succession or last will - what is what? We advise you on all aspects regarding the statutory law of succession or last will according to the German law Many property owners as well as owners of other assets ask themselves whether it is advisable to make...
Inheritance abroad often underestimated
Accrual of inheritance involving assets abroad - complexity frequently underestimated An international accrual of inheritance is given when for example a German testator holds assets abroad or vice versa a foreign testator holds assets in Germany. Due to the different...
Checklist for protecting your family and wealth
Checklist for protecting your family and wealth "Operation Bridge" - How to best protect your family and wealth? Safety of families and their wealth is of paramount importance. To best protect that you can and should take care. To know that all is well we have made a...
Succession in Switzerland – Last Will
The order of succession in Switzerland is determined by the Swiss Civil Code. According to the general provisions of the Swiss International Private Law Act, Swiss courts or administrative authorities at the decedent’s last...
Protecting real estate after death – Canadian NPO
Protecting real estate after death - Canadian NPO Structure your real estate investments to preserve your assets on a tax-effective basis. If you are considering acquiring a domestic vacation property, you can avoid common pitfalls and take full advantage of...
Legal and tax considerations of pre and postmarital agreements?(part II)
The Premarital and Postmarital Agreement- consider it when tying the knot or thereafter. Legal and tax considerations of pre and postmarital agreements?(part II) Objectives. The primary objective of a premarital agreement is to settle property rights in case of...
Same Sex Marriages – the Premarital and Postmarital Agreement (Part V)
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
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...
