Succession and Estate Planning
We provide comprehensive estate planning to ensure that assets are transferred to the next generation according to the client’s wishes, in a way that preserves and grows wealth and supports business continuity.
Our planning considers both the tax implications of asset transfers and succession, as well as the practical effects on the smooth continuation and administration of the business.
Our comprehensive estate planning draws on cross-disciplinary expertise in family and inheritance law, tax law, corporate law, and contract law, as well as our extensive knowledge of investment insurance products and structures.
As part of our comprehensive estate planning, we assist with:
-
Ownership and corporate arrangements carried out as pre-measures for succession.
-
Preparation of necessary family and inheritance law documents, such as wills, continuing powers of attorney, and prenuptial agreements.
-
Drafting agreements related to post-succession company administration, including shareholder agreements.
-
Planning the financing of inheritance taxes using various investment insurance products and structures.
