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Quick contact with our law firm: 📞 695 560 425 🌐 https://kancelaria-klisz.pl/ 📩[email protected] More information about estates and inheritance - ℹ️ https://zachowek.biz.pl/ How to Avoid a Reserved Share? (100% Legal Ways) | Disinheritance, Lifetime Agreement, Donation How to avoid a reserved share? Wondering how to avoid paying a reserved share and whether a will is the only solution? If you're planning your inheritance and want to manage it consciously, this material is for you. Our law firm discusses proven and legal ways to avoid paying a reserved share. Reserved share is a highly controversial topic. We explain what a reserved share is, who has the right to receive it, and most importantly, how to effectively avoid paying it. Learn the differences between disinheritance, a lifetime agreement, and a gift. Understanding what a compulsory share is is the first step to avoiding paying a compulsory share in the future. ➡️ Watch carefully! We discuss how a testator can protect their inheritance and avoid problems. ⚖️ WHAT IS A REGULAR LEVEL AND WHO DOES IT APPLY? In this video, we take a thorough look at the compulsory share. A compulsory share is a civil law institution regulated by inheritance law. Its purpose is to protect the interests of the testator's immediate family. Even if a testator draws up a will and omits those who would be entitled to inherit by law, they may still have rights to a compulsory share. This means that your heir may be obligated to pay a compulsory share. We explain who is entitled to a compulsory share, the amount of the compulsory share, and what is included in the inheritance calculation. However, simply being entitled to a compulsory share does not mean that the heir must pay it. There are ways to avoid paying the compulsory share. 🛑 HOW TO AVOID THE REGULAR SUBSCRIPTION? A COMPLETE GUIDE We focus on legal methods that allow you to avoid the compulsory share. If you want to protect your estate and the people who are to inherit, you must act while the testator is still alive. Here are the strategies we discuss: 1. DISINHERITANCE IN A WILL This is one way to avoid paying the compulsory share. But be careful! Effective disinheritance is difficult. The testator must not only deprive someone of their compulsory share in their will, but also precisely justify why. We discuss how to effectively disinherit someone entitled to the compulsory share and what grounds the court will recognize. Disinheritance is a powerful tool, but it must be used correctly to avoid problems. 2. LIFE AGREEMENT (THE BEST WAY?) Many lawyers believe that a life annuity agreement is the best way to avoid paying a compulsory share. We analyze life annuities as an alternative to gift agreements. Why is a life annuity agreement so effective? Because the property transferred under this agreement is not included in the estate from which the compulsory share is calculated. We explain why it is worth concluding a life annuity agreement instead of a gift agreement. This life annuity agreement effectively protects the inheritance and allows you to avoid compulsory share and the need to pay compulsory share in the future. 3. WAIVER OF INHERITANCE Another method is a waiver of inheritance agreement. This is the only agreement concerning the estate that can be concluded during the testator's lifetime. In this agreement, the potential beneficiary of the compulsory share voluntarily waives their rights. We discuss what such an agreement must look like (in the form of a notarial deed). This effective waiver of inheritance allows for avoiding many problems after the testator's death. The compulsory portion will be paid if the beneficiary waives it. 4. DECLAIMER OF AN HEIR UNWORTHY Another way to avoid compulsory portion is to declare an heir unworthy. This is different from disinheritance! A court can declare an heir unworthy of inheritance after the testator's death. When? For example, if the heir deliberately concealed or destroyed the testator's will, or concealed or destroyed the testator's will. Also, if the heir forged or altered the testator's will, modified the testator's will, knowingly altered the testator's will, or knowingly benefited from such a will (e.g., a forged or altered one). This also applies if, by deception or threats, the testator was persuaded to make or revoke a will (or the testator was persuaded to make or revoke a will) or prevented from doing either of these things. Such a person loses their rights to the estate and is deprived of their right to a compulsory share. Such a person will not inherit. Table of Contents 00:00 Introduction 01:56 Life annuity agreement 05:18 Disinheritance 08:20 Waiver of inheritance 12:46 Being declared unworthy to inherit 15:30 Raising the statute of limitations defense Do you have any questions? | Call me 📞 695 560 425 Email me 💬 [email protected] CONTACT: https://adwokat-wroclaw.biz.pl/ Attorney Iwo Klisz and Partners - ...