Webinar Replay: Wills, Inheritance, & Estate Planning

Portugalist - The Moving to Portugal Podcast

Dive into the complexities of wills and inheritance in Portugal with our comprehensive webinar, now accessible for replay. This webinar is designed for expats, residents, or anyone connected to Portugal, offering a thorough guide to understanding estate planning within the country.

Join legal authority Sandra Gomes Pinto as she returns to give an in-depth overview of wills and inheritance in Portugal, covering:

• The importance of having a will in Portugal and potential risks without one.
• An overview of the legal landscape regarding wills, including their mandatory status.
• A review of different types of wills recognized in Portuguese law.
• An exploration of inheritance limits and how estates are divided according to Portuguese law.
• Step-by-step advice on how to write a will in Portugal, focusing on the division of assets.
• An in-depth look at inheritance tax and what it means for your estate.
• The role and significance of life testaments in the Portuguese legal system.
• Steps to verify a deceased person’s will and access their bank accounts in Portugal.
• The options for creating a will remotely or the need to be physically present.
• Challenges and steps involved in inheriting property in Portugal, with tips for international heirs.
• The impact of marriage registration in Portugal on inheritance issues.
• Tax implications for the surviving spouse and how non-resident children can claim inheritance.
• How Portuguese assets are treated under foreign wills and the advisability of a local will.
• Requirements for foreign wills in Portugal, including consulate recognition and translation needs.
• Strategies for handling dual wills to ensure clear asset distribution.
• The critical role of executors in Portugal and your home country for smooth estate management.
• Effective wording in wills to safeguard the surviving spouse’s inheritance.
• Effects of death during the Non-Habitual Resident (NHR) status on inheritance.
• Use and recognition of trusts in Portugal, especially for individuals with disabilities.
• Tips for bringing valuable inherited items to Portugal without facing customs charges.
• Advice on updating your will in Portugal, including when to seek legal help.

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