Consideration on how best to look after young children, vulnerable adults, easing the burden of estate and inheritance taxes and reducing the complications of probate all come under careful scrutiny during the estate planning process.
Cohabitation, marriage, divorce, re-marriage, extended families and retirement are also part of the decision-making process.
Moores Rowland has provided estate planning services to our international clientele since 1976.
It is a process requiring regular review and adaptation to changing circumstances and legislation to ensure plans remain effective.
We assist with:
- Providing comprehensive estate planning services embracing multiple jurisdictions
- Drafting and executing foreign Wills in compliance with Monaco's Private International Law (Law 1.448 of 2017)
- Navigating forced heirship issues to ensure assets are distributed according to wishes
- Making the best use of tools such as outright gifts, trusts, family investment companies, asset holding companies and partnerships
- Facilitating lifetime transfers of assets and donations to maximise an estate's efficiency
- Liaising with notaries, financial advisers, accountants and other relevant professional parties in various jurisdictions.
