Learning outcomes of the curricular unit

Understand why succession planning is important and its main goals. Understand the succession planning process (determine personal goals and choose the beneficiaries of each one’s estate). Understand the importance of wills and other legal property disposal instruments

Syllabus

I General framework Disposing of property after death. Family and Inheritance Law constraints. Decide on your own aims. II Succession planning, will and donations. Content of a will. Checklist for a will and common clauses. Relevant and changeable circumstances. Specific clauses. Appointing an executor. Choosing the law to govern succession and EU regulation. Donations inter vivos. III Succession Planning and other property disposal instruments. Contracts, corporations, charities, bank accounts, life insurances. IV Family business.