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105120, Moscow, 1st Syromyatnichesky per. 1, BC "Delta Plaza", 1st floor
+7 (495) 025 02 66
© Copyrights 2023 ALPINE Tax, LLC. All rights reserved.
Inheritance planning
Thinking about the most efficient structure to pass on your assets to the next generation?

We will help you solve all problems, considering three key conditions:


1. optimal tax consequences both when creating an inheritance structure and when receiving assets by heirs

2. guarantee of inheritance of assets by persons specified by the client

3. leveling the risks of non-execution of the will of the testator within the framework of the Russian legal field


ALPINE Tax experts, whose experience is recognized by leading legal ratings, will solve the following inheritance planning tasks for you:


  • determination of the optimal inheritance scenario using the instruments of Russian law and the law of foreign jurisdictions

  • analysis of the order of inheritance, considering the legal features of those jurisdictions where the inheritance property is located and (or) future heirs live

  • development of documentation necessary for the establishment and operation of the selected inheritance mechanism

  • acting as a private fund manager, protector, trustee , independent director of the company

  • preparing heirs for inheritance


 

Succession issues
Marriage issues
DEVELOPMENT OF SUCCESSION CONCEPT FOR PRIVATE CLIENT
Для состоятельного частного клиента мы разработали комплексную наследственную концепцию. В ходе работы наши специалисты провели диагностику текущей структуры владения активами с целью выявления семейно-наследственных рисков, определили круг наследников (включая обязательных наследников, потенциальных наследников, иждивенцев), проанализировали налоговую нагрузку при наследовании и пр.

Мы разработали концепцию владения семейным капиталом и изменения законного режима имущества супругов. Также мы проработали схемы наследования, в том числе подготовили текст и сопровождение нотариального удостоверения завещания, предоставили общие рекомендации для наследников и для исполнителей завещания, подготовили заявления о назначении опекуна для несовершеннолетних наследников.
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We are interested in long-term cooperation and we are sure that the experience and knowledge of our team will help to solve the issues we are facing in the best possible way.
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