Master Class Estate Planning

Introduction to wealth planning methods, explanation of the individual case option, and overview of the objectives of the master class.

• Introduction to inheritance law, property law, and relationship property law.
• Introduction to registration requirements and inheritance tax.
• Planning techniques involving wills, marriage, cohabitation, and succession contracts, with a review of anti-abuse tax provisions in practice.
• Planning techniques involving inheritance and gift contracts, with a review of anti-abuse tax provisions in practice.
• Generation skipping strategies.
• Evaluation of control structures such as partnerships and foundations in relation to practice and anti-abuse tax provisions.
• Practice session to apply learned concepts.

• Transfer of the family enterprise to third parties
• Family transfer of the family business whether or not through partnerships and foundation administration office

• Pension provisions (3 pillars)
• Planning techniques and taxation
• Investment insurance
• Tax aspects of real estate

• practice sessions estate planning

Expert recommendations on common thinking errors based on the individual cases