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47-49, boulevard d'Italie
98000 MONACO
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Fax.+377 93 50 14 74
Rosemont Monaco SAM
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Tax & Estate Planning > Estate Planning

Assisting clients to understand the estate planning issues surrounding their assets and the implications for its transmission. Determining the law applicable to an estate, depending on nationality and residence issues and on the location of assets, and explaining the related wealth transfer, and succession rules. Comparing civil law vs common law rules and managing the local forced heirship rules to increase the likelihood that your assets are distributed the way you want in the case of death or incapacity.

Looking after minor children. Reducing estate/inheritance taxes. Reducing the complications and costs of probate. Ensuring the provision of liquidity needed for estate settlement expenses at a minimum cost. Wills, trust and foundations, life insurance.