Succession planning Christopher Scholefield - Partner February 2017 - - PowerPoint PPT Presentation
Succession planning Succession planning Christopher Scholefield - Partner February 2017 Succession planning Basic ideas Tangible Movable Transferable (personalty) Property Intangible (what) Immovable Non transferable (realty) (e.g.
Christopher Scholefield - Partner
February 2017
2
Property (what) People (who) Movable (personalty) Immovable (realty) Tangible Intangible Transferable Non transferable
(e.g. certain company shares)
Residence Nationality Domicile Origin Dependance Choice
3
Substance (what) Form (how) Pil e.g. conflict & renvoi
Domestic Movables - légitime & rapport à la masse Immovables - dower Movables - sign, date and two legal witnesses Immovables - sign, date and one legal witness Movables - MSP Immovables - LS
4
C H O I C E A L L O W E D
5
6
Mother + Father
1st child 2nd child Free
+ House Hold Effects*
Mother + Father
1st child 2nd grandchild Free
Notes:
apart need to consider that these rules may not apply to them.
include: cars, investments, business assets, collections worth more than £10,000 and mortgage protection cover.
1st grandchild
2nd child
7
8
Contact us: Viberts Viberts House, PO Box 737, Don Street, St. Helier, Jersey JE4 8ZQ +44 (0) 1534 888666 +44 (0) 1534 888555 info@viberts.com
Scan QR code for details
Follow us: Scan us: Visit us:
www.viberts.com
COMMERCIAL EMPLOYMENT FAMILY LITIGATION PERSONAL PROPERTY Practice Areas: @vibertslawyers google.com/+VibertsLaw linkedin.com/company/viberts youtube.com/c/VibertsLaw
IH_1367_V1_20022017