Estate tax management

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Planning the generation transfer, as well as efficiently manage and protect the personal assets, has always represented an important objective in the life of an individual. Therefore, the professionals of the Studio Tributario Associato provide consultancy services on inheritance transfers and the estate management, by also resorting to instruments such as family agreements, equity fund, trust, etc., sharing with the clients the various possibilities and suggesting the most appropriate choice for implementing their projects.

 

The consultancy activity covers the following areas:

 

  • trusts;
  • family agreements;
  • equity funds;
  • generation transfers, transfers of stocks or shares;
  • inheritance and donation;
  • life insurance policies and capitalization contracts;
  • other instruments for the assets management
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