Family and wealth · 05
Succession Planning
Succession planning is the organization, during one's lifetime and within the limits of the law, of how assets will be transferred to heirs. At the firm, this area is led by Ellen Acosta Vieira, serving families in Tatuí and São Paulo.
The goal is to reduce uncertainty and conflict among heirs.
The firm studies each family's situation and proposes suitable instruments, which can be combined with one another.
What it covers
- Wills
- Donations with reserved usufruct and protective clauses
- Organization of family wealth
- Probate and division of the estate, judicial and extrajudicial
- Guidance on marital property regimes and their effects on succession
The list shows the most common matters in the area and is not exhaustive. Each situation depends on individual analysis.
Frequently asked questions
Which instruments can be used in succession planning?
They include the will, donations with reserved usufruct, the family holding and the choice of marital property regime. They can be combined, according to each family's situation.
Can probate be done at a notary's office?
It can, by public deed, when all interested parties (heirs and the surviving spouse or partner who is entitled to a share) agree and the situation meets the requirements of the law and of the rules of the National Council of Justice. The presence of a lawyer is mandatory. In other cases, probate is judicial.
Informational answers. They do not replace the analysis of a specific case by a lawyer.
Contact
To talk about this area, contact the firm.