Understand the international connections
Nationality, residence, asset location and succession documents can affect the assessment. We gather the information needed to examine the applicable framework and other jurisdictions involved.
Succession and tax
Asset transfers and their tax treatment need to be reviewed together. We coordinate documentation, notarial matters and tax obligations within the scope of our engagement.
Planning a gift
If you are considering a lifetime gift, reviewing the asset and the parties’ circumstances first helps clarify the consequences. Transfers do not all have the same tax cost or legal effect.
Frequently asked questions
Do you also review tax implications?
Yes. Our review connects the legal aspects of inheritance and gifts with the tax obligations of the transaction.