CA
• Advice on wills and succession agreements We draft and review wills and succession agreements adapted to each case, avoiding disputes and guaranteeing compliance with the testator's will. We analyze the family, patrimonial and tax situation to choose the best option.
• Comprehensive inheritance processing We manage the entire process: documentation collection, inheritance acceptance deed, Inheritance Tax settlement and registration of assets in the name of heirs. We accompany at each step, ensuring that everything is done within legal deadlines.
• Inheritance Tax settlement We calculate, prepare and file the tax within 6 months from death, being able to request an extension if necessary. We seek to optimize the tax burden by applying all possible deductions.
• Succession planning and lifetime donations We help plan the distribution of assets, considering options such as lifetime donation or transmission by will. We analyze the tax impact of each alternative to choose the most advantageous for the heirs.
• Claim for legitimate share and falcidian quarter We defend the right of forced heirs (children, grandchildren or parents) to receive their legitimate share, even if they have been excluded in the will. We also manage the claim for the falcidian quarter, which guarantees heirs to retain at least a quarter of the inheritance.
• Will challenges and disinheritance We advise on will challenges when there are indications of vitiated will, coercion, fraud or testator incapacity. We also manage disinheritance challenges and help draft valid disinheritance clauses to avoid future claims.
