Estate Planning

What do you need to know about Polish inheritance and donations tax?

By |October 1st, 2014|

What do you need to know about Polish inheritance and donations tax? Does the private foundation or trust qualify for the tax-exempt status under Polish law?
Inheritance and donations tax,

Estate planning and trusts in the divorce context

By |September 30th, 2014|

Estate planning and trusts in the divorce context
The creation of trusts for estate planning purposes or for tax purposes
In terms of South African statutory provisions, trust assets vest in

Succession in Switzerland – Last Will

By |September 30th, 2014|

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

Financial impact of personal situations like death and disability: Proactive formula

By |September 29th, 2014|

Financial impact of personal situations like death and disability: Proactive formula
What are the main tools available to me in Spain to control the effects of my death, or of

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

By |August 22nd, 2014|

Discriminatory inheritance and gift tax regime for non-residents
Are non residents in Spain discriminated against where inheritance and gift tax is concerned? Are there any possibilities to ask for a

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

By |August 22nd, 2014|

What you need to know about inheritance and gift taxes in Spain
Issues arising when an inheritance or a gift involves non-resident individuals.

Under Spanish regulations, mortis causa transfers and inter

How to best structure Mexican family estate planning?

By |July 28th, 2014|

This article describes certain good ways to structure in advance the estate of a Mexican family

There are several ways available under Mexican law to organize family estate planning. A

What are the benefits of making a specific request under Polish law?

By |July 28th, 2014|

What are the benefits of making a specific request under Polish law?
The main advantages of the specific bequest institution are: (1) its simplicity, (2) the complete and immediate  implementation

Statutory succession or last will – what is what?

By |July 28th, 2014|

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

Accrual of inheritance involving assets abroad – complexity frequently underestimated

By |July 28th, 2014|

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