Succession Planning
Learn how succession planning organizes the transfer of assets, respects the owner's wishes and reduces family conflicts. Contact us.
Succession planning is a set of legal instruments that makes it possible to organize the transfer of a person's assets, during their lifetime or after their death, in accordance with the wishes of the person who built those assets (subject to legal limits, such as the forced heirs' forced heirship share (legítima)) and reducing potential conflicts among the heirs.
The feasibility of possible tax reductions is also considered in the analysis of this instrument; therefore, succession planning must always be assessed individually, taking into account the particular features of each family, to provide effective guidance.
If you have any questions, contact Sene & Araújo Advogados and we will be glad to review your case.
Other services in this area
Wills
Forms, forced share, and applicable law in both countries.
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Declaration of heirs
Notary's office or Inheritance Desk, documents, and Stamp Duty.
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Assets in Brazil
Selling, inheriting, and managing assets in Brazil while living in Portugal.
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Marriage and property regime
Applicable law, prenuptial agreement, and effects on inheritance.
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Child custody
Relocation to another country, travel authorization, and the Hague Convention.
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International child and spousal support
Setting, collecting, and modifying support between Brazil and Portugal.
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STJ recognition
Portuguese judgments given effect in Brazil.
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Tax residence
Definitive departure from Brazil, the 183-day rule, and double taxation.
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INSS retirees
Brazilian pension received in Portugal: the agreement and taxation.
Learn more →Common questions
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What is succession planning?
It is a set of legal instruments that makes it possible to organize the transfer of a person's assets, during their lifetime or after their death, in accordance with the wishes of the person who built them. In addition to respecting those wishes, within legal limits, planning seeks to reduce potential conflicts among the heirs.
Can I freely decide what happens to all of my assets?
Not entirely. Succession planning organizes the transfer of assets according to the owner's wishes, but always within legal limits, such as the forced heirs' forced share. For this reason, each plan must take into account the particular features of the family and the applicable rules before defining the instruments to be used.
Can succession planning reduce taxes?
The feasibility of possible tax reductions is one of the points considered in the analysis. It is not an automatic result: succession planning must always be assessed individually, taking into account the particular features of each family, so that the guidance fits the specific situation.
Talk to our team
Tell us about your case: we will reply by email and, if you prefer, schedule a video call.
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