Planificación de patrimonial
La planificación de la herencia implica la planificación de cómo se administrarán y distribuirán los bienes de una persona inmediatamente después de su muerte. En primer lugar, se debe considerar la gestión de los bienes de una persona en la Costa Blanca y las obligaciones financieras.
Los bienes en la Costa Blanca que constituyen la herencia incluyen todos los bienes que el individuo tiene o puede demostrar que le pertenecen (casas en Altea, coches, cuadros, seguros de vida, pensiones, deudas…).
El paso más normal en la planificación de la herencia es la elaboración de un testamento ante notario. Un testamento es un documento legal creado para dar instrucciones sobre cómo y de qué manera los bienes de un individuo y la custodia de los hijos menores, si los hay, deben ser tratados después de la muerte. El individuo expresa sus deseos a través del documento y designa a una persona (albacea) en quien confía para llevar a cabo las intenciones declaradas.
La autenticidad de un testamento se determina a través de un proceso legal conocido como testamentario. La sucesión es el primer paso para administrar la herencia de un difunto y distribuir los bienes a los beneficiarios. Cuando una persona muere, el custodio del testamento debe llevar el testamento al tribunal testamentario o al albacea nombrado en el testamento dentro de los 30 días siguientes a la muerte del testador.
Nuestro proceso.
En primer lugar, realizamos un estudio exhaustivo del caso mencionado, solicitando la documentación necesaria.
Después de analizar el estudio del caso, el departamento de planificación de CLF le proporcionará diferentes soluciones y varias formas de atacar el caso.
Una vez analizado el caso y elegida la mejor opción, CLF negociará por sus intereses.
Opiniones de nuestros clientes.
Professionalism and responsibility - distinctive features of the company. In-depth knowledge of issues related to real estate and investments.
We have made several real estate options with Alfonso Soler. Alfonso Soler is an international lawyer who deals with the sale of real estate on the Costa Blanca from the negotiation to the signature in notary and registering the property in the property registry. Thank you very much.
Successful lawyer, great professionalism with personalized treatment and agility in the management of the files.
Alfonso is a very professional and efficient Lawyer who speaks fluent English language. He is very helpful and explains everything in full detail, and in a manner that can be easily understood. I can highly recommend Alfonso as a very Knowledgeable and experienced Lawyer. Thank you so much for all your advice and guidance. A quality service.
Excellent law firm. Alfonso gets things done quickly and efficiently. No nonsense approach, transparent, reliable and effective. Would recommend him to anybody who needs legal help in Spain. His English is flawless. All in all a very good experience from start to finish. I will use him for any legal help I should require in future as I totally trust him. Very grateful for such a quick resolution.
Thank you to Alfonso Soler and the team for their efficient, reliable and friendly service for the purchase of my apartment. Any questions or queries were promptly answered and professionally dealt with during the whole purchase process. I can highly recommend CLF and will definitely call upon your service again in the future, should the need arise. In the meantime, all the best and I wish you much success for CLF!
Alfonso and his team looked after us very well when we were interested in investing. All required information was provided immediately. Alfonso speaks excellent English. At no time did we feel pressured, but with great patience and competence we were very seriously informed about everything important. I think you can trust this team.
Alfonso is a very competent lawyer, very well connected in Oliva and the region. His advice helped us a lot. And what unusual for most lawyers: He helps his clients without having to pay a fee for every achievement.
Thank you very much for helping me with my kids, and making everything easier, special treatment, availability, sincerity, very involved in each case, 100% recommended.
The perfect partner for an important acquisition, no matter in the country of Europe that is. Extensive knowledge, formality and a lot of discretion. Very satisfied.
Being a foreigner abroad can be a very daunting and nervous time, especially when it comes yo legal matters. Alfonso and his team of highly skilled, professional English speaking colleagues can take all of this away. CFL International Lawyers are the people to go to for all of your fiscal needs here in Spain. They will give you expert advice and guidance so that you can be sure that you are in the safest of hands.
Happy and proud to have chosen this firm. Mr. A. Soler and his team did a wonderful job assisting us for the purchase of a house in Spain!
Especially note the extraordinary attention of Alfonso, who was always available to assist us in a personally sensitive case. Thank you.
We have made several real estate operations with Alfonso Soler. Alfonso Soler is an international lawyer who deals with the sale of real estate on the Costa Blanca from the negotiation to the signature in notary and registering the property in the property registry. Thank you very much.
Alfonso is a great lawyer and a great person. Thanks to its negotiating persistence and good judgment, we have reached an agreement for all the parties that at first we thought impossible to reach. Thank you very much Alfonso, for everything!
Alfonso is a very good lawyer, he helped me understand my case. I would highly recommend him.
I have been in Alfonso Soler's office for conveying services and I am more than satisfied with the provided services. I am very grateful to Alfonso Soler and his team. Thanks a lot!
They solved an important problem, they treated me with total professionalism and speed, I definitely recommend.
Very good treatment, great professional and close, recommended 100%.
For me and for my experience they are the best lawyers I have had, with a super good treatment and a kindness, they have helped us in everything we have asked you just to say a thousand thanks.
Alfonso Soler is the most competent Lawyer I have meat in Spain. Very clear and competent. I give my highest recommendations.
Number one law firm in Costa Blanca, use them for both personal and business, they will never let you down.
Professional attitude and personal approach to the client. Attention, responsiveness and assistance in every respect and to the last detail. I recommend. Highly qualified professionals.
Serious companions in their work and honest. Recommended on the Costa Blanca Public English and German. Congratulations Alfonso Soler.
Alfonso is a professional in every aspect of his profession. Irreplaceable in important formal matters, and at the same time incredibly empathetic and helpful. Always available and serving good advice. If anyone has a problem to solve, do not hesitate to contact CFL INTERNATIONAL LAWYERS, I recommend it!
Alfonso Soler has been my international lawyer since 8 years, I highly recommend him and his law firm here in Costa Blanca. He provided us the best conveyance services when we bought a property in Javea. Thanks Sir. Soler.
Very professional lawyers. Handle all of my affairs in Spain efficiently and without hassle. It's a very nice feeling to know that these guys have my back at all times. If you're after a lawyer in this area give them a call - as soon as you get off the phone to them you will have more confidence.
Alfonso resolved the eviction of tenants who had stopped paying rent in a timely and professional way. Highly recommended.
Karen Russell
Three matters resolved in just over a week. Alfonso Soler grasps the problem instantly, provides excellent honest advice and guidance. Not everyday one finds a great Lawyer.
I wish to thank wholeheartedly for the attention it has given me. The court's decision against me was positively satisfying. I owe it only because of CFL's professionalism. Not speaking Spanish I was having serious worries. But I must admit, thanks to the perfect follow-up of the file by my lawyer with a return in Spanish, in English easy to understand and also in French: no detail escaped them. thank you very much.
I heard about them through a mutual friend, and I’m so glad I ended up working with them. Very focused and determined about their work. They won’t let you down, they get work done.
The attention and how they have behaved with me has been excellent and they have solved my problem fast and effective.
Alfonso at Coast Law Firm is very professional, knowledgeable and friendly.
Alfonso had handled my inheritance for me and done everything to our complete satisfaction and in a short time professionally. Recommended top lawyer.
Highly recommended. I want to thank Alfonso and his team for such a great job and efforts. I will definitely come back to him if needed in future!
It's very difficult to find a lawyer here in Spain that is a dedicated professional that speaks fluent English, but with Alfonso this is not an issue. A good friend recommended him to deal with a very complex property case. His dedication and preseverance achieved us the best outcome. I Definitely would recommend him to fellow Expats living here in Spain.
Alfonso Soler dealt with a criminal case for me involving various court visits, a trial, and appeals over a period of years (I was not the criminal!). Thanks to his skill and professionalism, the case eventually resolved in my favour. I am very satisfied with Alfonso services and would highly recommend him to anyone looking for legal services in the area.
If there is a word that defines Alfonso and his team is Professional, on a technical level but above all on a personal level. Always attentive and available, he has effectively solved any doubts or problems that may arise. You know at all times that you can count on him. Thanks, Alfonso, we will continue counting on your services.
A trusted lawyer. Seriousness, professionalism, close and human treatment, availability and efficiency. It gives a lot of tranquility to have professionals like Alfonso before any problem that may arise.
Everything went well, very professional help. I liked that the company has its own Russian translator, it makes communication very easy. Unlike many other firms, the lawyer here informed us when something was changing or step by step what to do. In Spain you rarely see compulsion and punctuality. Thank you for your help!
I required Mr.Soler services in order to solve inheritance and real estate issues with the Spanish authorities. From my experience within the firm I can confirm that the service was excellent and extremely technical with a very pragmatic approach and attention to detail. As a former lawyer I truly recommend Mr. Soler as he is highly knowledgeable and client oriented.
For a good definition Professionalism, attention, clarity and ease in cases. Really a 10 at the time I needed it most. Thank you.
Absolutely Fantastic services and they make you feel like family.
Very efficient, professional & fast services. Highly recommended.
Alfonso is a friendly lawyer dynamics who accompanied us very much in our steps and purchase. He was on holiday but he came to do all our papers because we went back to France and it was urgent to block the sale.
We bought a house in Oliva and not knowing what to do, we contacted Alfonso. He made all the transactions for us until the final act of sale at the notary. We are delighted with his performance. We strongly recommend that you contact him. Thanks again for everything Alfonso.
Had a big problem and these guys really helped me out. I've recommended them to friends and they've never les us down!
Choosing work. It gives a lot of security and it's always, my fantastic experience.
Great law firm - highly recommended! Thank you Alfonso - you are a really friendly and helpful lawyer with a lot of knowledge and experience.
Preguntas frecuentes.
¿Qué es la planificación del patrimonio?
La planificación patrimonial es la preparación de tareas y trabajos que se utilizan para administrar los bienes de una persona en caso de su muerte o incapacidad total o parcial. La planificación incluye el estudio del caso en cuestión, el legado de bienes a los herederos y la evaluación de los impuestos sobre la herencia. En CLF recomendamos encarecidamente que este tipo de arreglos sean siempre supervisados por un bufete de abogados especializado en derecho de sucesiones.
¿Qué tan importante es elegir un apoderado apropiado?
El representante legal o albacea aprobado por el tribunal es responsable de localizar y supervisar todos los bienes del fallecido. El albacea debe estimar el valor del patrimonio utilizando la fecha de valor del fallecimiento o la fecha alternativa de valoración según lo dispuesto en el Código de Rentas Internas (IRC).
Una lista de los bienes que deben valorarse durante la sucesión incluye cuentas de jubilación, cuentas bancarias, acciones y bonos, bienes inmuebles, joyas y cualquier otro artículo de valor. La mayoría de los bienes que están sujetos a la administración de la sucesión están bajo la supervisión del tribunal testamentario donde el difunto vivía en el momento de su muerte. La excepción son los bienes inmuebles. Debe legalizar los bienes inmuebles en el condado donde se encuentran.
El albacea también debe pagar los impuestos y las deudas de la persona fallecida sobre la herencia. Los reclamos que son rechazados por el albacea pueden ser llevados a la corte, donde un juez de bienes raíces tendrá la última palabra sobre si el reclamo es válido o no.
El albacea también es responsable de presentar la declaración final de impuestos en nombre del fallecido. Cualquier impuesto sobre la herencia pendiente se pagará dentro de los nueve meses de la fecha de la muerte.
Planificación del impuesto sobre el patrimonio.
Los impuestos estatales sobre una herencia pueden reducir significativamente su valor antes de que los activos se distribuyan a los beneficiarios. La muerte puede resultar en grandes responsabilidades para la familia, requiriendo estrategias de transferencia generacional que pueden reducir, eliminar o posponer los impuestos.
Durante el proceso de planificación de la herencia, hay pasos significativos que los individuos y las parejas casadas pueden dar para reducir el impacto de estos impuestos, por lo que siempre le recomendaremos que visite a un abogado que pueda ayudarle con este tipo de consulta.
Nuestras oficinas.
03700 Dénia (Alicante), Spain
Mov: 0034 605 955 503
03727 Xaló (Alicante), Spain
Mov: 0034 605 955 503
03590 Altea (Alicante), Spain
Mov: 0034 605 955 503
46780 Oliva (Valencia), Spain
Mov: 0034 605 955 503
46701 Gandía (Valencia), Spain
Mov: 0034 605 955 503
46003 Valencia (Valencia), Spain
Mov: 0034 605 955 503
03002 Alicante (Alicante)
Mov: 0034 605 955 503
30003 Murcia (Murcia), Spain
Mov: 0034 605 955 503
03202 Elche (Alicante), Spain
Mov: 0034 605 955 503
03503 Benidorm (Alicante), Spain
Mov: 0034 605 955 503
Ofrecemos nuestros servicios en:
- Planificación patrimonial en Oliva
- Planificación patrimonial en Dénia
- Planificación patrimonial en Altea
- Planificación patrimonial en Xaló
- Planificación patrimonial en Gandía
- Planificación patrimonial en Valencia
- Planificación patrimonial en Alicante
- Planificación patrimonial en Murcia
- Planificación patrimonial en Elche
- Planificación patrimonial en Albir
- Planificación patrimonial en Benirdorm
- Planificación patrimonial en Jávea
- Planificación patrimonial en Calpe
- Planificación patrimonial en Moraira
- Planificación patrimonial en Torrevieja
