Estate Planning Course

The Fruit of a Lifetime’s Work in the Hands of Your Children.

The purpose of this training course is to understand the inheritance transmission system, establishing the best strategies for inheriting, minimizing costs, and avoiding the common problems that arise in succession matters.

The aim is to provide practical and straightforward assistance in planning the inheritance of our families, taught by specialized professionals, with the course being eligible for subsidies (through training credits).

For more information:

IN DIEM Abogados. Tel. 954 270 522
Visit the Website: http://coynet.wix.com/herencias#!inicio/mainPage

Course Details:
SCHEDULE: 5:00 PM to 8:00 PM.
DATES: October 21 and 23.
PRICE: Eligible for social security subsidies through training credits.
SELF-EMPLOYED: Special rates for self-employed individuals.
PAYMENT METHOD: By bank transfer before the course begins.
LOCATION: IN DIEM Abogados Training Room.
Calle Castillo de Utrera No. 2A. Seville, Postal Code 41013.

Objectives
Understand the potential problems and alternative solutions of an inheritance.
Learn the steps to follow to successfully file the tax return with the Tax Authority before the maximum deadline to avoid penalties.
Understand what can and cannot be done in each case and the implications of each decision.
Learn how to approach a negotiating position.
Plan the inheritance before death to prevent heirs from being unable to inherit in the future.
Negotiation processes.
Planning the succession of family businesses following the death of the business owner.
Establishment of family protocols to plan business succession and the rights of heirs therein.

Class 1. Fundamental Concepts of Succession Law.
1.1.- Succession upon death: Capacity to inherit; Moment when inheritance rights arise.
1.2.- The will and its types; Legitimate heirs; Testamentary substitution.
1.3.- Legacies.
1.4.- Testamentary execution; Invalidity of the will.
1.5.- Executors and partition accountants.
1.6.- Inheritance reserves.

Class 2. Actions and Issues Following Inheritance Succession.
2.1.- Intestate succession.
2.2.- The effects of succession.
2.3.- Benefit of inventory, or the right to deliberate.
2.4.- Inheritance community.
2.5.- Acceptance and partition of the inheritance by notarial deed.
2.6.- Family protocols for business succession.

Class 3. Taxation.
3.1.- General aspects.
3.2.- Relationship with other taxes.
3.3.- Territoriality. Residence.
3.4.- Taxable event.
3.5.- Taxpayers.
3.6.- Tax base and taxable base.
3.7.- Tax liability.
3.8.- Tax administration.

Class 4. Tax and Economic Planning of the Inheritance.
4.1.- Distribution of the inheritance to reduce its tax cost.
4.2.- Preparing the estate to maximize tax advantages.
4.3.- Transfer of assets during lifetime.
4.4.- Donation of assets.
4.5.- International tax planning: Tax havens.
4.6.- Specificities of the different autonomous communities.