Corpus Legal
Estate planning
Ordering how an estate is held, before an outside event orders it instead.
In short
Estate
Family estate
Operating estate
SuccessionSeizureSeparation
What it decides
The cost of not planning is not paid today: it is paid in the succession, in an attachment or in a separation, when there is no longer room to choose the vehicle. Structuring beforehand turns a contingency with an uncertain outcome into a predictable procedure.
Scope
- Diagnosis of assets, liabilities and encumbrances
- Design of the holding vehicle
- Separating the family estate from the operating one
- Family protocol and succession rules
- Lifetime transfers and succession planning
- Calendar of obligations and periodic review