Home / Europe / Monaco / Trust & Estates / Succession & Estate planning

Succession & Estate planning

Back to Trust & Estates

This specialised team assists private clients with their assets during every phase of their lives including later in life when planning their succession.

Succession and estate planning involves helping clients plan ahead and optimise international successions in terms of both civil law and taxation.

We provide the technical skills that this requires, allowing the client to take the necessary action during his lifetime. We draft the will and anticipate any potential legal obstacles well in advance so as to overcome them in the client's best interests.

Monaco's international clientele requires technical skills in private international law. Drafting a will for someone who owns real estate and moveable assets in several countries means regularly reviewing the possibility that foreign law could apply and verifying the effects of those laws.

Our team is truly international, with training in foreign jurisdictions, fluency in many working languages and close contacts with legal specialists overseas. We leverage all of these assets to fulfil our commitments to our clients.

We also assist clients by reviewing their succession planning whenever a major life event occurs. Succession planning should always be reviewed in the event of divorce, the birth of a new family member or a significant change in the client’s wealth situation. 

We also keep our clients informed of any legislative changes that affect their succession planning, as for example when Monaco recently adopted a Code of Private International Law, which contains new provisions that give clients more scope to achieve their succession planning goals.


Feed

09/05/2022
An up­date on the no­tion of in­her­it­ance fraud
When an in­her­it­ance is opened, the prin­ciple is the equal­ity of shar­ing between heirs.Any fraud com­mit­ted vol­un­tar­ily by an heir with the aim of break­ing the equal­ity of in­her­it­ance in his fa­vour will...
31/03/2022
The dom­i­cile of an adult un­der guard­i­an­ship
Dom­i­cile is a leg­al concept that has many civil con­sequences.For ex­ample, in the ab­sence of a choice of law, the dom­i­cile is used to de­term­ine the law ap­plic­able to a suc­ces­sion, a mat­ri­mo­ni­al re­gime...
15/07/2021
AN OF­FI­CIAL RE­COG­NI­TION OF THE “CHIL­DREN OF THE COUN­TRY”
Dur­ing the pub­lic le­gis­lat­ive ses­sion held on June 30, 2021, the mem­bers of the Na­tion­al Coun­cil en­thu­si­ast­ic­ally passed the bill n°933 re­cog­niz­ing the “chil­dren of the coun­try” and their con­tri­bu­tion...
16/05/2018
The pro­vi­sions of the Code of Private In­ter­na­tion­al Law ap­ply im­me­di­ately
The Mone­g­asque Code of Private In­ter­na­tion­al Law, as set down by Act n°1448 of 28 June 2017, has been in force in the Prin­cip­al­ity’s leg­al sys­tem since 8 Ju­ly 2017. While the code en­tails some ma­jor...
21/11/2017
The forced heir­ship in Monaco and France
In Monaco, like in France, some heirs, such as the chil­dren are sub­jec­ted to a spe­cial leg­al pro­tec­tion by pro­vi­sions of in­tern­al law.These pro­vi­sions pro­hib­it that the heirs be dis­in­her­ited by the de­ceased...
30/10/2017
The im­pact of the re­form of Mone­g­asque private in­ter­na­tion­al law
Law No. 1.448 of 28 June 2017 on private in­ter­na­tion­al law, pub­lished in the Journ­al of Monaco on 7 Ju­ly 2017, sub­stan­tially mod­i­fies the rules of con­flict of laws and jur­is­dic­tions ex­ist­ing be­fore the...