Planning
inheritance
We meet our clients' estate planning needs with a full range of services. We draft wills, mandates in anticipation of incapacity, powers of attorney and establish trusts to guarantee clients' peace of mind regarding the management of their assets. Our team also takes care of the liquidation of estates, the transfer of assets and all procedures relating to estate planning, providing comprehensive support for a secure and efficient transition of family assets.
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Drafting of wills
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Establishment and drafting of mandates in the event of incapacity
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Creation of proxies
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Creation of trusts
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Management of estate liquidation
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Organization of the transfer of assets
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Designing estate planning strategies
Secure and optimize the transmission of your assets
Protect your inheritance and provide your family with peace of mind with our expert estate planning services.
Life insurance advice for estate planning.
Structuring the will.
Protection of assets - Trust.
Life Insurance Advice for Estate Planning: We offer specialist advice for integrating life insurance into your estate strategy, using these policies to cover potential tax liabilities and provide secure capital for your heirs.
Will preparation and capacity planning are essential aspects of inheritance law. Drafting a will that faithfully reflects the client's wishes ensures clear transmission of their final wishes. For individuals with diminished capacity, it is crucial to prepare documents such as mandates or protection mandates, thus ensuring that their affairs are properly managed in the event of incapacity
We set up robust trusts to protect your assets against unforeseen events and claims, while providing tax benefits and enhanced wealth management.
Trust in a corporate context.
We design trusts tailored to business needs to facilitate a smooth, planned business succession, allowing for a smooth transition of responsibilities and assets to designated successors.
Transfer of assets to spouse.
We orchestrate the transfer of assets between spouses to minimize tax impacts at the time of death, allowing tax deferral and simplified management of the transfer of assets.
Mandate for incapacity.
Arrangements for blended families and business succession, as well as dispute resolution and the appointment of guardians. Each situation requires a personalized approach to address unique challenges such as transferring business ownership and protecting the interests of minor children or dependent adults. These services ensure a smooth transition and prevent potential conflicts within families.