Support for Estate/Probate Proceedings in Spain

We advise and assist clients acting as executors or trustees of common law jurisdiction (including U.S.A., England & Wales, Singapore, Canada, Australia, New Zealand, Hong Kong) with regard to Spanish law.  Our services include:

  • Obtaining recognition of validity from Spanish probate courts for international wills.
  • Assistance to obtain the deed of acceptance of inheritance in Spain.
  • Providing legal representation for foreign heirs, beneficiaries, executors, administrators and trustees of estate in connection with obtaining assets held by Spanish banks, insurance companies and financial institutions
  • Assisting with the preparation and filing of Spanish inheritance and gift tax returns for Spanish and foreign heirs and beneficiaries to ensure recognition of payments of foreign gift and estate taxes in Spain and deduction of such payments from any Spanish inheritance and gift tax liabilities
  • Representing executors, administrators, heirs, beneficiaries and trustees before Spanish probate courts and taxation authorities, including obtaining tax clearance for the release of Spanish assets passing to foreign heirs and beneficiaries and defending against claims of unwarranted Spanish inheritance and gift taxes
  • Consulting regarding the structuring and timing of distributions from foreign trusts by foreign trustees to Spanish resident beneficiaries to minimize any Spanish inheritance and gift tax liabilities