Succession Planning

You are thinking about passing your assets to the next generation, and of course you wish to do so in a secure and carefree manner. Cazimir can give you comprehensive support in this regard, taking into account the need to optimise inheritance tax liability and to devise a robust and discrete control structure. Maintaining the long term integrity of your family assets and giving them optimal protection for subsequent generations are our priority.

The composition of family assets vary from one family to another, and every client has different expectations and wishes regarding the transfer of those assets coupled with factual backgrounds and family situation that are never the same. Standard solutions are completely out of the question. You can count on our many years of experience of estate planning, including securities portfolios and/or companies, Belgian and foreign real estate, life insurance policies, art collections, and so on.

Whether you are planning for a new family setup, working out the details of an adoption or a relationship with a new stepchild or a child with special needs, or being faced with any other complex family situations, Cazimir is happy to assist you with a tailor-made solution that meets your wishes and gives you peace of mind. That solution may involve preparing or modifying your marriage or cohabitation contract, or drawing up deeds of gift or wills, possibly in combination with the introduction of control structures such as a partnership, a foundation administration office or a trust or private foundation, in Belgium or abroad.

Even if you don’t want to immediately start planning for your assets, an analysis of your situation may be useful to clarify the legal and tax consequences if an unexpected death was to occur. Whatever the future holds, you may benefit right now from by drawing up a lasting power of attorney. This entrusts a person, designated by you, with certain powers that can be exercised in the event that you lack the capacity to make decisions (concerning asset planning, for example). In combination with, where appropriate, a will, this enables you to prepare for the rainy day.