Inheritance Planning and Asset Protection

Wills, acceptances and renunciations of inheritance, certificates of inheritance, inheritance disputes and the new law of succession

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MStR Law Firm

An inheritance matter is never merely a legal procedure. It is the point at which a person’s assets, family, relationships, obligations and wishes converge, often with sensitivity, pressure and a need for clear decisions.

With the new law of succession, the manner in which assets are organised, transferred and protected after death becomes even more important. Changes in the framework of succession, the reserved share, liability for estate debts, relations between co-heirs and new institutions of inheritance planning make timely, confidential and careful legal guidance essential.

Our team provides legal support across the full range of inheritance matters, from preventive planning through to the completion of the necessary procedures and the resolution of disputes between heirs. We assist with the drafting and assessment of wills, guidance on acceptances and renunciations of inheritance, the issuance and use of certificates of inheritance, the administration of estates, the resolution of reserved-share issues, as well as representation in will challenges, claims to inheritance rights and disputes between co-heirs. We also provide support in matters relating to inheritance tax, both in court and out of court.

We place particular emphasis on certificates of inheritance, as they are a critical instrument for proving heirship and for the practical exercise of rights over estate assets. Their issuance can be decisive for the management of real estate, bank accounts, corporate participations, claims, pending matters and any asset requiring clear proof of the person legally entitled as heir.

Inheritance agreements are also of particular interest, as they introduce new possibilities for more structured asset and family planning. Through these new tools, issues that until now often remained open until the time of death may, subject to the conditions laid down by law, be regulated with greater legal certainty and predictability. Inheritance agreements and agreements waiving future inheritance rights may be particularly important in family estates, business participations, real estate, estates with multiple successors or cases where the person concerned wishes to prevent future disputes.

In inheritance matters, a wrong or delayed step may affect real estate, businesses, bank accounts, debts, tax obligations and family balances. For this reason, we examine each case as a whole: who has a right, what must be accepted or renounced, which deadline must be observed, which documents are required and which procedure safely leads to the desired result.

At the same time, we support heirs faced with complex or disputed estates: estates with debts, real estate with outstanding issues, multiple co-heirs, minor beneficiaries, assets abroad, unclear wills, family disagreements or third-party claims. Our aim is to establish, from the outset, a clear picture and an organised strategy, so that every decision is taken with full awareness of the relevant rights, risks and consequences.

Inheritance does not concern only a person’s past. It also concerns the way in which their assets pass safely, orderly and respectfully into the next chapter.