[Inheritance Diagnosis and Countermeasure Case Studies] Utilizing Family Trusts as a Measure Against Dementia
Communicating 'what needs to be conveyed in advance' to the family that will carry on those feelings leads to a legacy of smiles!
We would like to introduce a case in which we provided consultation on the use of family trusts as a measure against dementia. Due to significant concerns about dementia, it was anticipated that the voluntary guardianship system or the use of family trusts would be necessary. First, to confirm the target assets, we created an inventory of assets and conducted an estimation of inheritance tax. Ultimately, once all family members were satisfied, our administrative scrivener collaborated with a judicial scrivener to create and witness a notarized will and a notarized family trust agreement, concluding the measures taken. [Case Summary (Partial)] ■ Specific Causes - Currently, materials are being submitted to the consulting tax accountant with the support of the mother. - In the future, considering the consultation situation, it is being contemplated that the son will handle negotiations with the consulting tax accountant. - Due to significant concerns about dementia, it was anticipated that the voluntary guardianship system or the use of family trusts would be necessary. - First, to confirm the target assets, we created an inventory of assets and conducted an estimation of inheritance tax. *For more details, please refer to the related links or feel free to contact us.
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【Summary of Other Cases】 ■Solutions - Once all family members reached an agreement, our administrative scrivener collaborated with a judicial scrivener to create and witness a notarized will and a notarized family trust agreement. - The notarized document was utilized as a means to convey additional thoughts, and advice was given to leave separate messages for family members who are not heirs. *For more details, please refer to the related links or feel free to contact us.
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One Stop HOP Co., Ltd. is a company that provides comprehensive management consulting services. By collaborating with tax accountants, social insurance labor consultants, administrative scriveners, judicial scriveners, and lawyers, we offer suitable solutions from various perspectives of legal affairs, taxation, and labor. To achieve truly results-oriented consulting, we will have you undergo a "Growth Company Diagnosis" to clarify management issues, and we will propose consulting that fits the resolution of those issues.