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 goal is to provide practical and straightforward guidance on planning our families’ estates. The course is taught by specialized professionals, and participants can receive training credits toward the cost of the course.
Course Information
- Hours: 5:00 p.m. to 8:00 p.m.
- Dates: October 21 and 23.
- Price: Eligible for a tax credit through social security training credits.
- Self-Employed: Special rates for the self-employed.
- Payment method: by bank transfer before the start of the course.
- Location: IN DIEM Abogados Training Room, Calle Castillo de Utrera No. 2A, Seville, ZIP Code 41013.
Course Objectives
- Understand the potential problems and alternative solutions related to an inheritance.
- Understand the steps you need to take to successfully file your tax return with the tax authorities before the 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 negotiation.
- Plan your estate before you die to ensure that your heirs will be able to inherit in the future.
- Negotiation processes.
- Succession Planning for Family Businesses Following the Death of the Business Owner.
- Establishing family protocols to plan for business succession and the rights of heirs within the business.
Course Syllabus
Class 1. Fundamental Concepts of Inheritance Law
- Succession upon death: capacity to inherit and the time at which inheritance rights arise.
- Wills and their types; statutory heirs and substitution of heirs.
- The Legacies.
- Execution of a Will and the Invalidity of a Will.
- Executors and partition trustees.
- Hereditary reserves.
Lesson 2. Actions and Issues Following Inheritance
- Intestate succession.
- The Effects of Succession.
- Inventory benefit or right to deliberate.
- Hereditary community.
- Acceptance and Division of an Inheritance by Notarial Deed.
- Family Protocols for Business Succession.
Lesson 3. Taxation
- General Information.
- Relationship to Other Taxes.
- Territoriality and Residence.
- Taxable event.
- Taxpayers.
- Taxable base and assessable base.
- Tax debt.
- Tax Administration.
Lesson 4. Tax and Financial Planning for Inheritance
- Distribution of an estate to minimize its tax liability.
- Plan your estate to make the most of tax benefits.
- Transfer of Assets During One’s Lifetime.
- Donation of property.
- International Tax Planning.
- Specialties from the various autonomous communities.
Planning Your Estate to Avoid Future Conflicts
Estate planning allows you to organize the transfer of your assets, reduce family conflicts, plan for tax liabilities, protect certain heirs, and make decisions in advance that might otherwise cause uncertainty after your death.
In matters of inheritance, it is not enough to simply know that a will exists. It is necessary to assess the composition of the estate, the statutory shares, any bequests, prior gifts, real estate, family businesses, debts, encumbrances, tax residency, and applicable regional regulations.
Planning is particularly important in cases involving family-owned businesses, multiple heirs, assets located in different autonomous communities, international assets, complex family situations, or a desire to structure succession based on tax and estate planning considerations.
Inheritance, Taxation, and Family Businesses
Inheritance tax can vary significantly depending on the autonomous community, the family relationship, pre-existing assets, the nature of the assets, and the availability of applicable deductions or tax credits.
In addition, when the estate includes a family business, it is advisable to review the corporate structure, the continuity of the business, management succession, the transfer of ownership interests, and the possible need for family agreements.
Coordination among civil, criminal, and commercial law enables more sound decision-making and helps prevent future conflicts among heirs, partners, or family branches.
IN DIEM Attorneys and Estate Planning
At IN DIEM Abogados, we advise individuals, families, business owners, and family-owned companies on matters related to inheritances, wills, gifts, tax planning, family business succession, family agreements, and inheritance disputes.
- Drafting and reviewing wills.
- Tax Planning for Inheritance and Gifts.
- Acceptance, division, and distribution of inheritances.
- Conflicts Among Heirs and Estate Settlement Negotiations.
- Succession in Family Businesses and Family Agreements.
If you need advice on estate planning, estate taxes, or family businesses, please contact our team to receive an initial legal assessment tailored to the circumstances of your case.
In-person, online, and urgent service. 24-hour support.
IN DIEM Abogados provides in-person and online legal services from its offices in Madrid, Seville, Málaga, Marbella, Estepona, Las Palmas de Gran Canaria, Almería and Huelva, providing coverage to customers throughout the country.
The firm has a multidisciplinary team composed of specialized attorneys and professionals with experience in the judicial, tax, and administrative fields, which allows it to approach each matter from a technical, strategic, and practical perspective.
In addition, IN DIEM Abogados offers online assistance and urgent assistance when the nature of the matter requires an immediate response or a quick initial assessment of the case.
For an initial consultation, you can contact IN DIEM Abogados by IN DIEM consultation.
Want to know more about Abogados IN DIEM? Here’s a short introductory video…
You can find us in Seville, Madrid, Las Palmas de Gran Canaria, Málaga, Huelva, Punta Umbría, Tomares, Coria del Río, Dos Hermanas, Mairena del Alcor, Estepona, Marbella, and Mairena del Aljarafe. We look forward to serving you.
To acknowledge some of you, here’s this link.
