Succession Planning

Strategic Succession Across Borders

Succession planning is a cornerstone of long-term wealth preservation. Whether you own property in multiple countries, have heirs residing abroad, or operate family businesses internationally, our lawyers deliver bespoke solutions that reflect your values and mitigate legal and tax risks.

We advise on:

• Cross-border wills and estate planning
• Trust structures for succession and asset protection
• Inheritance tax planning and compliance
• Probate and estate administration in multiple jurisdictions
• Succession planning for family-owned businesses

Wills, Trusts & Testamentary Structures

We draft and review wills that comply with multi-jurisdictional legal frameworks, ensuring enforceability and clarity. Our team also establishes succession trusts that offer flexibility, confidentiality, and long-term asset protection. Through Claris Trustees, our licensed trustee company, we administer trusts that facilitate smooth intergenerational wealth transfer.

Intestate Succession & Dispute Resolution

When no valid will exists or heirs are unable to accept inheritance, we guide clients through the legal framework of intestate succession in the relevant jurisdictions. Our lawyers are experienced in resolving cross-border inheritance disputes involving immovable property, business interests, and complex family dynamics.

Succession Planning for International Property

Ownership of immovable property in different countries often triggers local succession laws. We help clients navigate the lex situs principle and advise on the best legal instruments — such as local wills or trusts — to ensure their property is devolved according to their wishes.

Our Services Include:

• Drafting multi-jurisdictional wills and succession trusts
• Advising on inheritance tax and estate structuring
• Representing clients via power of attorney
• Administering estates under testate or intestate succession
• Coordinating with foreign counsel for seamless execution

Global Reach, Personalised Advice

With clients and assets spanning Europe, North America, the Middle East, Asia, and Oceania, CCLEX Global offers a truly international perspective on succession planning. Our lawyers combine technical expertise with cultural sensitivity to deliver solutions that work across borders and generations.