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Should company shares be transferred to children inter vivos or upon death?

An inter vivos transfer offers flexibility in control and tax planning; testamentary dispositions may run up against reserved-share (forced heirship) balances. By separating usufruct and ma…

Updated · July 20261 min readCategory · Focus Areas
Short answer

An inter vivos transfer offers flexibility in control and tax planning; testamentary dispositions may run up against reserved-share balances. By separating usufruct and management rights, hybrid models can be built — we design the balance specific to each family.

An inter vivos transfer offers flexibility in control and tax planning; testamentary dispositions may run up against reserved-share (forced heirship) balances. By separating usufruct and management rights, hybrid models can be established — we design the balance specific to each family.

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