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Home » Probate » Herramientas y Estrategias de Evitación de Sucesiones

Herramientas y Estrategias de Evitación de Sucesiones

May 6, 2022Probate

Abogados de planificación patrimonial de Los Ángeles

Evitar la sucesión le ahorra tiempo y dinero a su patrimonio. También puede agregar un elemento de privacidad a la distribución de sus activos patrimoniales para aquellos que lo deseen.  Sin embargo, para evitar efectivamente la sucesión, debe incluir un componente de evitación de sucesiones  en su plan integral de sucesiones. Con ese fin, los abogados de planificación patrimonial de Los Ángeles  en Schomer Law Group, APC discuten herramientas y estrategias comunes para evitar sucesiones.

¿Por Qué Es Importante Evitar la Sucesión?

Incluso un patrimonio relativamente simple tomará meses para pasar por el proceso  formal de sucesión porque la ley requiere que un patrimonio permanezca abierto  el tiempo suficiente para permitir que los acreedores presenten reclamos contra el patrimonio.  La necesidad de una sucesión formal también disminuye el valor del patrimonio que deja atrás debido a los gastos involucrados en la sucesión de un patrimonio. Finalmente, su testamento se convierte en un registro público cuando se presenta para la sucesión, lo que significa que cualquiera puede conocer los detalles de la distribución del patrimonio.  Por estas razones, las personas a menudo optan por incluir la evitación de sucesiones como un objetivo importante de planificación patrimonial.

Herramientas y Estrategias para Evitar la Sucesión Testamentaria

Para evitar efectivamente la sucesión formal, deberá incorporar herramientas y estrategias en su  plan de sucesión destinadas a ayudarlo a lograr ese objetivo. La  clave número uno para evitar la sucesión es reducir el patrimonio testamentario que deja atrás porque no se requiere que todos los activos pasen por el proceso de sucesión.  Algunas herramientas y estrategias comunes utilizadas para evitar la sucesión incluyen:

  • Usar un fideicomiso como su principal herramienta de distribución de activos.   Una última voluntad y testamento no es la única opción para distribuir sus activos patrimoniales. Considere usar un fideicomiso en su lugar y ejecutar un “Pour Over Will” como una herramienta de respaldo. Los activos mantenidos en un fideicomiso evitan el proceso de sucesión por completo, lo que significa que pueden distribuirse inmediatamente si los términos del fideicomiso lo requieren.
  • Regala mientras estés vivo.   California, como la mayoría de los estados, ofrece una alternativa a la sucesión formal para propiedades más pequeñas. La alternativa de patrimonio pequeño es significativamente más rápida y simple que la sucesión formal. Al hacer regalos de por vida en lugar de esperar hasta su muerte, disminuye el valor general de su patrimonio en el momento de su muerte. En consecuencia, su patrimonio puede calificar para la alternativa de patrimonio pequeño a la sucesión formal.
  • Trabaje con un abogado de planificación patrimonial. El más importante de todos los consejos es consultar con un abogado con experiencia en planificación patrimonial de California cuando cree su plan patrimonial inicial, así como a lo largo de su vida para asegurarse de que se hayan considerado las estrategias y herramientas de prevención de sucesiones disponibles.
  • Título de propiedad conjuntamente con derechos de supervivencia. Su interés en su casa, por ejemplo, podría transferirse directamente a un cónyuge o hijo adulto sin la necesidad de pasar por la sucesión después de su muerte si la propiedad se titula correctamente.
  • Cambie la designación en las cuentas financieras a “por pagar en caso de fallecimiento (POD)” o “transferencia en caso de fallecimiento (TOD)”.  Los activos mantenidos en una cuenta financiera, cuando se designan como POD, se convertirán automáticamente en propiedad del beneficiario designado a su muerte; sin embargo, el beneficiario no tiene derechos legales sobre los activos mientras usted está vivo.
  • Hacer uso de un seguro de vida.  Los ingresos del seguro de vida son activos no testamentarios y, por lo tanto, se pagan directamente al beneficiario después de su muerte. Considere usarlos para financiar un fideicomiso funerario que luego pague su funeral.
  • Elija el ejecutor adecuado.  Si bien esto puede no resultar en evitar la sucesión por completo, afectará la eficacia del proceso general de sucesión.  Your Executor supervisa todo el proceso de sucesión. Un error común cometido por los testadores es nombrar a un cónyuge, amigo o pariente sin detenerse a considerar si el individuo tiene el temperamento, la experiencia, las habilidades y / o la capacidad de mover su patrimonio a través del proceso de sucesión de manera expedita.  

Póngase en Contacto con los Abogados de Planificación Patrimonial de Los Ángeles

Para obtener más información, únase a nosotros para un próximo seminario GRATUITO.  Si tiene preguntas o inquietudes adicionales sobre cómo incluir la evitación de sucesiones en su plan de sucesiones, comuníquese con los abogados  con experiencia  en  planificación patrimonial de Los Ángeles en Schomer Law Group APC llamando al (310) 337-7696 para programar una cita.

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Scott Schomer, Estate Planning Attorney
Scott Schomer, Estate Planning Attorney
A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Scott has served as a member of the Los Angeles Superior Court Probate Volunteer Panel (PVP Attorney), Probate Settlement Panel and a Judge Pro Tempore. Scott's expertise has been recognized by his peers with such accolades as a life-time membership in the Multi-Million Dollar Advocates Forum, the Five Star Wealth Manager designation, and repeated nominations as California Super Lawyer.
Scott Schomer, Estate Planning Attorney
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