The enduring nature of wealth built over a lifetime demands a strategic approach that anticipates the future and protects the family legacy. The Estate and Succession Planning area of MSN Advogados is dedicated to structuring the transfer of assets and family organization in an efficient, secure, and harmonious way, preventing conflicts or tax inefficiencies from depleting accumulated capital.
We work on the architecture of customized legal structures—such as Family Holdings, Shareholder Agreements, and Family Protocols—that professionalize asset management and define clear rules for succession in family businesses. Our goal is to ensure that the generational transition occurs without trauma, shielding business activity from potential domestic disputes and divorces.
We understand the sensitivities of Family Law and offer discreet and technical advice in divorces, property divisions, and probate (judicial and extrajudicial), prioritizing consensual solutions that preserve relationships. In light of legislative changes, such as the Tax Reform, our planning focuses obsessively on fiscal efficiency, seeking to legally reduce the impact of taxes on inheritance (ITCMD) and income management.
Detailed Scope of Services:
- Succession Planning and Holdings: Establishment of asset and family holding companies for asset organization, corporate governance, and tax optimization in succession.
- Family and Succession Law: Representation in divorces, recognition and dissolution of stable unions, property regimes, prenuptial agreements, and alimony actions.
- Inventories and Partitions: Conducting judicial and extrajudicial (notary) inventories, focusing on speed and amicable settlements between heirs.
- Family Governance: Development of Family Protocols to prevent conflicts between heirs in business management and define rules for the entry/exit of family members.
- Wills and Donations: Planning the disposal of assets (anticipation of inheritance), with protective clauses such as non-transferability, non-seizability, and inalienability.