[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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