Inheritance consulting

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<h4>Ascertain current situation</h4>
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    Ascertain current situation

    1.Ascertaining clients needs for inheritance consulting
    2.Reviewing family relations and sorting out assets accordingly
    3.Estimation of asset valuations and inheritance tax amounts
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<h4>Formulating inheritance measures</h4>
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    Formulating inheritance measures

    We formulate inheritance measures based on four main pillars
    • Reducing assessed value
    • Securing sources of funding for tax payment
    • Transfer of assets
    • Distribution of inheritance
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<h4>Support for implementing inheritance measures</h4>
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    Support for implementing inheritance measures

    1.Preparing implementation schedule for measures and progress control
    2.Support for implementation based on plans for measures
    3.Follow-up support for tax returns and other measures
  1. Inheritance measures

    • Reducing assessed value
    • Securing sources of funds for tax payment
    • Transfer of assets
    • Distribution of inheritance
  2. Support for preparation of will

    The will plays vital roles in communicating one’s intents to surviving family members, making those intents real, and avoiding difficulties in inheritance procedures for surviving family members. Yamada & Partners provides support for preparing a will that reflects consideration for balancing tax burdens and assets, to realize your own intents in writing the will.
  3. Prior agreements for inheritance tax returns

    When an inheritance arises, it is essential to establish matters such as who will be the inheritor, how assets will be passed a long, and how the inheritance will be distributed. Yamada & Partners puts to use our wealth of experience and expertise in advising on measures and assisting with inheritance tax returns, in order to pass along more of our clients’ vital assets to their inheritors in a smooth manner and provide peace of mind to surviving family members.
  4. International inheritance/asset succession consulting

    Our consulting services help in areas including study and implementation of optimal inheritance and asset-succession measures from legal and taxation perspectives both overseas and in Japan.

CONTACT US

Feel free to contact us with any inquiries on taxes, accounting, etc.

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