Area 04
Succession planning
Starting conversations early and legally organizing the continuity of assets makes it possible to consider choices without the pressure of an urgent situation.
04 / 05Practice
Matters handled by the professionals
The legal framework depends on the documents and circumstances of each matter.
- Survey of assets and family relationships
- Advance organization of succession
- Continuity of family assets and businesses
- Review of applicable legal instruments
- Prevention of succession disputes
People and organizations
Who may benefit from this assessment
Families, asset holders, and participants in family businesses who wish to understand succession options.
Method
Documents, facts, and objectives.
Alternatives are reviewed individually. No instrument is treated as a universal solution, and family, ownership, and tax effects are considered together.
Frequently asked questions
Initial information
Is succession planning only for large estates?
There is no single rule. The usefulness of planning depends on the composition of the assets, the relationships, and the objectives involved.
Is there one recommended legal instrument?
No. Available instruments have different effects and limitations that must be assessed in each specific case.
This content is provided solely for informational purposes. Each matter requires an individual assessment, and reading this page does not constitute legal advice.
Information
View the contact channels.
Contact usEach matter requires an individual assessment. Initial contact does not create an attorney-client relationship or constitute an engagement.