Author Archives: Elias Kier Joffe

Argentina Probate, Wills & Inheritance Frequently Asked Questions

Before submitting your enquiry, we suggest that you carefully read our FAQ to find out more about many of the questions our clients usually ask before initiating a succession proceeding.

If after reading them you still have any questions, please feel free to contact us using our contact form.

Contents:

How long will it take to complete a succession proceeding?

One of the most frequent questions our clients usually ask is how long it takes to complete a succession proceeding in the Province of Buenos Aires or in the City of Buenos Aires. The answer depends on:

1. Whether the documentation required to initiate the succession is available: birth certificates, death certificates, vehicles ownership certificates, real property title deeds (houses, departments, vessels, motorcycles, motor vehicles, securities and shares, bank statements).
2. The court where the succession will be settled, which depends on the jurisdiction corresponding to the last domicile of the decedent. Delays vary depending on whether the proceedings will be handled in the Civil Courts of the City of Buenos Aires or in the Civil and Commercial Courts of the Province of Buenos Aires (San Isidro, Moron, San Martin)
3. The number of heirs and their willingness to speed up the process by signing all the documentation needed and by collaborating in moving forward the judicial process.
4. Whether there is any conflict among heirs, in which case, such conflicts must first be solved by a judge to be able to move forward with the succession proceedings as set forth by the legislation in force.

Finally, it is to note that the completion of all procedural terms and stages (filing of the petition for succession, publication of estate notices in the Official Gazette, ruling acknowledging the legal heirs to an intestate succession, distribution and registration of the assets composing the decedent’s estate) is the guiding principle of any succession proceeding.

Kier Joffe Law Firm provides the most effective legal solution for succession cases of diverse nature. We handle both simple and complex registrations involving assets in the national territory and abroad.

What types of successions are there?

successions:
1.Intestate succession (without a will), which corresponds to most cases; and
2. Testamentary succession (with a will)

Which are the initial expenses involved in opening a succession?


Succession expenses are incurred per stages. They may involve the issuance of certificates evidencing family bonds between the decedent and their heirs, the form used to register proceedings involving the entire estate of a person,  court fees, attorney’s mandatory social security contributions (lex provisional), and succession notices. It is not an expensive process.

Are succession proceedings unnecessary if the deceased person has left a will?


No, wills do not render succession proceedings unnecessary as a testamentary succession will have to be initiated.

Are estate notices necessary in a testamentary succession?


Yes, even if heirs present a will, courts usually order the publication of succession notices to make sure that there are no forced heirs and that the will is valid.

Which are the most frequently used types of wills?


Holographic and notarial wills.

Can a will be revoked?


Yes, as many times as the testator may desire. The last will made will be the valid one, superseding all previous wills.

What does it mean to honor the legitime?


The legitime is the portion of estate the testator may not freely dispose of, even if they want to, as it is reserved for forced heirs by law.

What portion of the decedent’s estate is the legitime?


Children are entitled to inherit 4/5 of the decedent’s estate, parents inherit 2/3, and the surviving spouse inherits 1/2. This does not mean that they will inherit that percentage only, but determines the portion of the estate they cannot be deprived of by will. The remaining portion of the estate can be disposed of by will for the benefit of any other individual (regardless of whether they are relatives or not, forced heirs or not).

What happens if a person dies leaving no heirs and no will?


It is considered escheated property and, as such, all assets are transferred to the Government of the City of Buenos Aires. This is not convenient, as assets will not benefit those who should be benefiting from them. If you have no forced neither natural heirs, or if you do not wish your relatives to inherit you, you can make a will in favor of a public welfare organization as a way to contribute to the community.

Can a succession proceeding be initiated if any of the heirs do not agree?


Yes, a single heir may initiate the succession and may inform the judge of the existence of all other heirs, who will be summoned by judicial notice to appear in court and enforce their rights. In addition, succession notices shall also be published. However, if heirs are known, they must be reported in the initial pleadings.

What documents must be submitted to initiate a succession proceeding?


Original death certificate
Birth certificates of surviving children and, if applicable, death certificate of any deceased children.
Marriage certificate if the decedent was married.
Spouse’s death certificate if the decedent was a widow or widower.
Certificates evidencing any other type of relationship.
Bank account or safe deposit box information (this can be obtained by court order, but it will take longer).
Title deed of real property, vehicles, vessels, or any other property subject to registration.
Chain of title report of all assets to be transferred.
Real property tax bills.
Municipal tax bills.
Original will in case of testamentary succession.

How are the amounts to be allowed for counsel's fees fixed in a succession proceeding?


Pursuant to the applicable legislation, counsel’s fees in the City of Buenos Aires range from 11% to 20% of the actual value of assets, less 25%.
In the Province of Buenos Aires, they range from 7% to 25% of the assets’ tax valuation (which is close to the actual value) or actual value. As the amounts to be allowed for counsel’s fees in a succession proceeding may be quite high, it is advisable to enter into a fees arrangement with your attorney before initiating the proceedings. Such arrangement usually provides for a lower percentage: from 10 % to 15 % of the value of assets, depending on their significance (the greater the number of assets, the smaller the percentage charged).
If you do not enter into a fees arrangement with your attorney, they may request the courts to fix the amount of counsel’s fees, which may be much higher than those you would have agreed by mutual consent.

When are counsel’s fees paid in a succession proceeding?


This may be agreed with the attorney handling the succession. You may agree on paying counsel’s fees in installments throughout the proceedings; or in a one-off payment once the ruling acknowledging the legal heirs of an asset is registered or once the asset is sold, if it has been planned that it will be sold immediately. A customized agreement may be reached with each client depending on the characteristics of each case. Clients wishing not to sell the assets inherited, prefer to pay in installments or to pay after the ruling acknowledging the legal heirs is registered. Other clients decide to sell the inherited assets as soon as possible because they do not have enough money to make payments throughout the proceedings. In that case, attorneys collect their fees once the real property is sold, for which purposes, a reasonable term is set to complete the sale.

Can the assets of a decedent’s estate be sold before paying counsel’s fees?
The assets of a decedent’s estate cannot be sold if the related counsel’s fees remain unpaid. The judge will demand the consent of all attorneys that may have acted in the succession proceedings, not just the last one. The attorneys may object to the sale until their fees are paid, or they may agree to it on the condition that the acting Notary Public may withhold the amounts necessary to cover their fees. For more information about Professional Fees please click here.

How much does a succession proceeding cost?


In the City of Buenos Aires, court filing fees amount to 1.5% of the proportional value of the assets included in the decedent’s estate, whereas registration expenses depend on the assets to be registered. In the Province of Buenos Aires, court filing fees amount to 2.2% plus a court surcharge equivalent to 10% of the amount of court filing fees. In addition, turnover tax and social security contributions are payable as well.

When is a succession completed?


Once the succession or assets distribution are registered with the Registry of Property, and the client receives a certified copy thereof, the succession is considered completed. Frequently, it is erroneously believed that the succession is over just because the ruling acknowledging the legal heirs has been issued. But this is not the case. Heirs may not dispose of the assets until such ruling is registered with the corresponding Registry.

Can the succession include a single asset if the decedent’s estate is composed of several assets?


Yes, initially, a succession may be opened and the ruling acknowledging the legal heirs to it may be registered for a single asset. All other assets may be progressively added and registered in the future. In certain cases, the decedent’s assets are not known or no accurate information about them is available at the time the proceedings are initiated; thus, assets are reported gradually.

What is the decedent’s estate?


The decedent’s estate is the totality of assets (real and personal property, vessels, vehicles, shares, and investments) owned by the decedent and subject to succession proceedings after their death.

What are estate notices?


The publication of estate notices is mandatory to initiate any intestate succession proceedings (without a will). These notices, whereby heirs and creditors are summoned to enforce their rights, are published for three days in the Official Gazette as well as in any other newspaper chosen by the Judge. Heirs and creditors are granted a 30-day term to appear in court following the publication of the last estate notice. If the estate is composed of a single asset of no multimillionaire value, the attorney may request that estate notices be published in the Official Gazette only (as this is less expensive).

How can it be determined which assets must be subject to succession proceedings if the decedent’s estate is unknown?


An enquiry is filed with the Registries of Real Property of the City and the Province of Buenos Aires providing the decedent’s name, surname and ID number so as to obtain a certificate listing all assets registered under that name. If the bank where the decedent held their accounts is not known, an information request may be sent to the Central Bank of Argentina so that it may inform the decedent’s data held by it.

What is the acknowledgement of the legal heirs to an intestate succession?


It is the ruling entered by a judge whereby the legal heirs to an intestate succession are acknowledged. It is issued after the expiration of the succession notices and it recognizes as heirs all those who have appeared in court and proved their relationship with the deceased.

Do spouses inherit marital property?


No. When one of the spouses dies, the other one acquires 50% of the marital property they were entitled to, as the marital partnership is terminated because of death. Any surviving children will inherit the remaining 50% of marital property in equal shares. Marital property is property acquired during marriage.

What percentage of separate property is inherited by the spouse?


If the deceased has left surviving children, the surviving spouse will inherit the same percentage of separate property as all other children. The surviving spouse will not inherit 50% of the decedent’s separate property, but the same percentage as their children. Therefore, if a surviving spouse and 4 surviving children are acknowledged as heirs, each of them will inherit 1/5 of the separate property owned by the decedent.
Separate property is any property acquired before marriage or by inheritance or gift.

What is a holographic will?


It is the simplest and most inexpensive type of will, as it is handwritten, signed, and dated by the testator. To be filed in the succession proceedings, heirs must first have the testator’s handwriting and signature recognized by two witnesses and, then, they must have the will notarized. It is convenient (although not essential) that the testator’s signature be certified by Notary Public or that the holographic will be registered with the Bar Association of the City of Buenos Aires.

What is a notarial will?


It is a deed signed before a Notary Public in the presence of three witnesses. It is much more expensive than the holographic will that may be suggested by any attorney. The advantage is that if it gets lost or if someone makes it disappear, a copy will always be kept at the Notary Association. Nevertheless, a copy of the holographic will can also be kept at the Bar Association.

In which jurisdiction are succession proceedings initiated?


The competent jurisdiction is determined by the last domicile of the deceased, i.e. it depends on where they lived. If their last domicile was located in the City of Buenos Aires, the succession proceedings will be initiated at the Civil Court corresponding to that City. If their last domicile was located in the Province of Buenos Aires, the proceedings may be brought in the court closest to their last domicile, or a change of venue to any other location in the province may also be requested.
It doesn’t matter where the assets of the estate are located. If the last domicile of the deceased was located in the city of Buenos Aires, that’s where the succession will be initiated. The domicile appearing in the death certificate is crucial. If the last domicile of the deceased was, for instance, Italy and they had assets in Argentina, the succession proceedings will be brought in an Argentine court.

What is a substitute heir?


If an heir of the decedent dies, such right is transferred to the descendants of the deceased heir who may substitute the deceased heir and inherit what the latter may have been entitled to. For instance, in the succession of a man (grandfather) whose son (father) died before him, his granddaughter will be entitled to inherit her grandfather as a substitute heir replacing her late father. The substitute heir will inherit the exact same portion of estate as the represented heir would have inherited.

What is the assignment of inheritance rights and succession related actions?


The assignment of inheritance rights and succession related actions is documented by means of a public deed whereby heirs assign to others their rights and obligations with respect to a given asset or to the entire estate. This deed must be filed after the succession is opened and before requesting that the ruling acknowledging the legal heirs be registered. It is used to divide assets among heirs or to sell them.

How are assets registered in a succession?


The assets of a succession may be registered as jointly owned property (i.e., each heir is the owner of the percentage of assets to which they are entitled) or, if the assets have already been distributed or if rights to them have already been assigned, each heir may appear as owner of the corresponding asset. This registration is not made before a Notary Public but before the court settling the succession.

Are succession proceedings unnecessary if the decedent’s real property is sold following a fast tracking purchase process?


No. Succession proceedings are not rendered unnecessary if real property is sold in a fast tracking purchase process, as the only step “avoided” in that case would be to register the piece of real property in the name of heirs to then sell it shortly afterwards. Succession proceedings must be conducted anyway.

When should the acknowledgement of the legal heirs to an intestate succession be registered under a fast tracking system?


If by the time the succession is completed, the heirs have finally decided to sell the assets, the ruling acknowledging the legal heirs to an intestate succession must be registered by fast tracking; i.e. in a single act before a Notary Public, assets are transferred from the registered owner (the decedent) to heirs and from heirs to buyer. For such purposes, the attorney must request that the registration be made by fast tracking, and must provide the name, domicile and telephone number of the acting notary public, who will be authorized to take the succession records for a few days so as to prepare the fast tracking title deed.

Growth in the Buenos Aires-Argentina hotel industry

The hotel sector in the Buenos Aires real estate market is attracting property developers. Tourism is on the up and there is a diverse variety of options opening up to investors.

Hotel industry information:

•    Hotels are the real estate sector that provides profit in the long term.
•    Boutique hotels are a new phenomena that is one of the popular options for investors.
•    The location of boutique hotel is crucial in its success. There is already an oversupply in areas like San Telmo and Palermo, with hotels finding it hard to compete.
•    The amount of money required to open a Buenos Aires boutique hotel is estimated at costing between $ 2 million and $ 5 million US dollars.  The expenditure per room costs between $ 150,000 and $ 250,000, including land and fittings.
•    On top of the costs of constructing and fitting a hotel investors also have to consider the costs of launching the hotel on the market. It takes a lot of time, hard work and money to earn a reputation as a reputable hotel.
•    Enterprises in the Buenos Aires hotel market have the best chance of increasing in value.
•    Mid-range hotels make up the part of the market that is growing the most, thanks to corporate tourism and business trips. This sector needs to be standardized so that clients know what services to expect in this type of hotels. Until what is expected in mid-range hotels has been established, larger, hotel chains will perform better as people can trust in what they will receive during their stay.
•    Hotels with limited or selective services are the new tendency for hotel developers, successfully combining quality, basic services and fair prices. Rooms in this type of hotel are smaller but well designed and are awarded three or four stars.
•    Mid-range Buenos Aires hotels withstand the economic crisis and have an income of around 12% annually.
•    The amount of money invested per room should not exceed $ 70,000 US dollars in 3 and 4 star establishments. Luxury hotels are much more risky investments as they require an investment per room of between $ 300,000 and $ 500,000 US dollars.
•    ‘Fractional’ hotel developments allow investors to diversify and lower the risks in investing. Fractional enterprises are typically hotels with timeshare homes, with one room ‘owned’ by 4 to 12 different proprietors. This is a smart investment in places where there is high seasonality.

The Buenos Aires hotel market is expanding, with boutique hotels and fractional, mixed hotels creating exciting and diverse options for investors.

The proven Buenos Aires – Argentina lawyer professionals at the Kier Joffe law firm have experience working with foreign clients involved in all kind of cases in Argentina. Buenos Aires Argentina attorney professionals are knowledgeable in almost all the practice areas of law, to service its international cases in Buenos Aires Argentina. International clients will have the confidence of knowing that the case is being handled by an experienced and knowledgeable Buenos Aires  lawyer in Argentina.

www.kierjoffe.com

Comprare casa in Argentina: i consigli di Kier Joffe sbarcano sul New York Times

Comprare casa in Argentina è un’idea allettante anche per un numero crescente di italiani. I prezzi continuano a essere sorprendentemente bassi e nella capitale in molti credono che questo è davvero il momento ideale per investire in una proprietà immobiliare in Argentina. Tuttavia, per muoversi con efficacia, occorrono competenza ed esperienza. Per questo, è importante seguire i consigli di professionisti esperti e avvalersi dei servizi di un buon avvocato a Buenos Aires.

L’Argentina e Buenos Aires: la rinascita dopo la crisi

L’Argentina, oggi più che mai, è un Paese straordinario, in grado di offrire innumerevoli opportunità sia agli investitori, sia a chi desidera regalarsi una casa di vacanza in paesaggi fiabeschi. Tuttavia, le suggestioni della recente crisi, pur superata, e i limiti alle transazioni immobiliari in valuta estera hanno finora frenato la crescita del mercato immobiliare in Argentina.

I prezzi di terreni, case familiari, appartamenti e palazzi rimangono quindi contenuti, e rendono le attività immobiliari in Argentina particolarmente attrattive per famiglie e investitori italiani.

Elias Kier Joffe e il mercato immobiliare in Argentina, sul New York Times

Il New York Times ha dedicato un interessante articolo al mercato immobiliare in Argentina. Traendo spunto dalla vendita di Casa Molecule, a La Celina, nei pressi di Buenos Aires, Nina Roberts ha illustrato, con l’aiuto dei migliori esperti, l’evoluzione e le opportunità del settore. Tra i professionisti interpellati dal più celebre dei quotidiani, c’era Elias Kier Joffe, rinomato avvocato a Buenos Aires.

Elias ha spiegato che il mercato immobiliare non presenta particolari complessità per i cittadini argentini. Di regola, essi possono rivolgersi direttamente al Notaio Pubblico (Escribano Publico), senza dover necessariamente ricorrere ai servizi di un avvocato. Tuttavia, per gli stranieri, e quindi anche per un italiano, l’acquisto di una proprietà immobiliare in Argentina presenta alcune caratteristiche che richiedono un’adeguata assistenza legale. Le leggi argentine impongono limitazioni all’uso di valuta estera. Inoltre – ha aggiunto Elias – anche se la legislazione argentina non prevede restrizioni all’acquisto di case e terreni da parte di stranieri, generalmente le banche argentine non concedono mutui.

Il finanziamento dell’operazione immobiliare deve quindi essere chiesto e ottenuto altrove.

Nella maggioranza dei casi, il pagamento del prezzo avviene col trasferimento dei fondi necessari dal conto bancario estero del compratore a quello, spesso anch’esso estero, del venditore.

Il metodo di pagamento deve essere indicato nel contratto d’acquisto e il conto bancario deve essere dichiarato all’Amministrazione Federale delle Entrate Pubbliche (AFIP), l’equivalente dell’Agenzia delle Entrate italiana.

Le spese per l’avvocato a Buenos Aires, quelle notarili e i costi per il completamento della pratica ammontano complessivamente a circa il 3% del prezzo di vendita.

Proprietà immobiliare in Argentina: grandi affari per gli imprenditori, imperdibili opportunità per i turisti

L’articolo del New York Times indica che il mercato immobiliare a Buenos Aires vive una fase di sostanziale stagnazione. Nella capitale, la prima parte del 2013 ha registrato un calo delle vendite attorno al 40-50%, rispetto al 2012, verosimilmente a causa dei limiti posti dal governo all’uso di valuta estera e per le esitazioni dei venditori. Tuttavia, proprio questa situazione sta mantenendo i prezzi bassi e offre incredibili opportunità agli investitori esteri che hanno la sagacia di ben interpretare l’attualità economica della nuova Argentina.

Al contempo, grazie alla straordinaria ricchezza naturalistica, paesaggistica e culturale, l’Argentina è destinata a rafforzare la tradizionale vocazione turistica di ampie regioni del Paese. Da Buenos Aires alla Patagonia, dalla costa ai tesori dell’entroterra, sono innumerevoli gli appartamenti e le case di vacanza disponibili a prezzi ancora decisamente bassi.

Una consulenza specializzata per i compratori italiani

Pertanto, gli italiani, imprenditori e privati, che desiderano comprare casa in Argentina, oppure un appartamento, un terreno o un fabbricato industriale o commerciale, dovrebbero rivolgersi a uno Studio Legale ancor prima di contattare un agente immobiliare. In tal modo, potranno ottenere una consulenza a 360 gradi e la garanzia che le loro operazioni immobiliari avvengano nel modo più semplice, sicuro e vantaggioso.

Lo Studio Legale Kier Joffe dispone di esperti e competenti avvocati in Argentina, specializzati in attività e sviluppo immobiliare, e può assicurarvi un’assistenza legale completa, dalle fasi preliminari al completamento di tutte le pratiche, inclusi i servizi notarili.

Kier Joffe i migliori avvocati di Buenos Aires Argentina.

Buenos Aires Real Estate Lawyers

Buenos Aires Real Estate Lawyers

The Buenos Aires real estate lawyers of Kier Joffe advise national and international industrial, commercial and services companies in drafting, negotiating and implementing real estates. Kier Joffe extensive experience in complex agreements enables the firm to develop pragmatic, cost-conscious solutions, tailored to meet the individual needs of each client. Consult with a Buenos Aires real estates lawyer at Kier Joffe and receive trusted and experienced counsel at very reasonable legal fees.

At Kier Joffe, the firm’s real estates lawyers focus on the following areas of real estate law:

-Real estate planning
-Commercial development
-Realty operations
-Legal counsel to commercial real estate owners
-Legal counsel to real estate developers
-Legal counsel to building companies
-Completion and sale to third parties
-Design and posting guaranties
-Commercial real estate provisions of adequate funding

Professional Advice From A Real Estates Law Firm In Buenos Aires Argentina –

Speak With A Knowledgeable Buenos Aires Real Estate Lawyer – Call +54 115 218 3100.

Consult With A Buenos Aires Real Estate Lawyer Of Kier Joffe

Kier Joffe is composed of professionals continuously trained through programs of technical and business management at a national and international level. The firm’s real estate lawyers, practice law as a profession and are aimed at satisfying our customers with an intense dedication. By understanding the needs and requirements of our clients we can provide the proper assistance for the task at hand.

Skilled Real Estates Lawyers in Buenos Aires, Argentina

The Buenos Aires real estates lawyers of Kier Joffe are highly oriented to the practices of business and real estates law. The attorneys of the firm support their clients in all commercial and real estate challenges, and assist them in strategic change processes and business succession. Kier Joffe focus their work on an extensive set of core competencies, with specialties in legal consultation, litigation and arbitration.

A Buenos Aires Real Estate Lawyer With International Experience

At Kier Joffe, the firm’s Buenos Aires real estate lawyers have a distinct international perspective, with appropriate cross-cultural experience. The firm has proven expertise in arbitration at the national and international level. In addition, Kier Joffe staffs real estate attorneys who are involved in several international legal committees and major arbitration institutions. Trust a Buenos Aires real estate lawyer at Kier Joffe to handle local and cross-border issues competently, reliably and quickly.

Client Committed Buenos Aires Real Estate Lawyers

Clients of Kier Joffe seek quick, practical and expert legal advice about their problems. For exceptional, strategic challenges and processes of change, they want sound legal guidance and professional support.

The Buenos Aires real estates lawyers at Kier Joffe set themselves high standards with a consistent customer orientation. The firm renders customized service to its clients, while emphasizing its core competencies to reflect a high degree of professionalism and experience. Each mandate is assigned to a partner at Kier Joffe who acts as personal contact of the client. By staffing only the most well-trained real estate lawyers in Buenos Aires, Kier Joffe are efficient and creative at resolving the legal issues of its clients.

A Highly Qualified Real Estates Law Firm In Buenos Aires, Argentina

Managing complex commercial legal challenges and litigation is a main expertise at Kier Joffe. Clients of the firm are entitled to tailor-made and practical advice. The firm’s Buenos Aires real estate lawyers concentrate on their core competencies, allowing them to provide effective and value-added solutions. All professionals at Kier Joffe are highly qualified in their areas of practice.

Professional Advice From A Real Estates Law Firm In Buenos Aires Argentina –

Speak With A Knowledgeable Buenos Aires Real Estate Lawyer – Call +54 115 218 3100.

Loyal Real Estate Lawyers in Buenos Aires, Argentina

The clients of Kier Joffe are decision makers in the economy. Many of them manage their own company or bear responsibility in international, strategic or conceptual environment. They seek fast, practice oriented and competent legal advice to their daily problems.

In times of change and extraordinary, strategic challenges, the Buenos Aires real estate lawyers of Kier Joffe offer professional assistance and create sound legal solutions. The MME Partnership is responsible for the quality of the client relationships. The Buenos Aires lawyers of the firm are delighted to assist and work with businesses and professionals of Argentina.

The proven Buenos Aires – Argentina lawyer professionals at the Kier Joffe law firm have experience working with foreign clients involved in all kind of cases in Argentina. Buenos Aires Argentina attorney professionals are knowledgeable in almost all the practice areas of law, to service its international cases in Buenos Aires Argentina. International clients will have the confidence of knowing that the case is being handled by an experienced and knowledgeable Buenos Aires  lawyer in Argentina.

www.kierjoffe.com

Argentina Abogados Herencia y Testamento Buenos Aires Abogados

Best Buenos Aires Real Estate Lawyers – Top Buenos Aires Real Estate Attorneys – Prove Buenos Aires Real Estate Lawyers – Buenos Aires Real Estate Attorneys

Argentina Abogados Sucesiones Buenos Aires Abogados Sucesiones

SUCESIONES

Sucesiones Herederos Preguntas Frecuentes Buenos Aires

TESTAMENTOS- SUCESIONES.- TRAMITES SUCESORIOS – PLANIFICACION PATRIMONIAL

– ¿ QUE TIPO DE SUCESIONES HAY?

*  SUCESIONES TESTAMENTARIAS

*  SUCESIONES AB INTESTATO – SIN TESTAMENTO-

En nuestro Estudio Jurídico se tramitan tanto Sucesiones “Ab Intestato” (sin testamento) como Sucesiones Testamentarias. Nuestro ámbito territorial de alcance comprende la Ciudad Autónoma de Buenos Aires (Capital Federal), así como también la Provincia de Buenos Aires.

Una de las preguntas mas frecuentes -que nos llegan todos los días vía correo electrónico o por teléfono- es: “¿Cuánto sale una Sucesión?”

¿Cuáles son los gastos  para iniciar una sucesión?

En primer lugar se necesitará de información certera para poder hacer una estimación o aproximación sobre los gastos que ocasionará la sucesión en su conjunto.

Los gastos para poder iniciarla son pocos. Se podría decir que hasta la “declaratoria de herederos” no suelen ser tan onerosos. Asimismo, es de destacar que los mayores gastos (edictos, escribano, tasa de justicia, división, etc.) van a depender de la valuación que se haga de los bienes involucrados que integren la sucesión, sean éstos muebles, inmuebles, o de cualquier otra índole. De cualquier manera, la rendición de cuentas de gastos de la sucesión es transparente y detallada.

En nuestro Estudio Jurídico tratamos de acordar los honorarios profesionales con el cliente de acuerdo a las posibilidades económicas del mismo. Usualmente aconsejamos plasmarlos mediante un “convenio de honorarios”, ya que esta modalidad le brindará seguridad y tranquilidad en la sucesión y recién deberá abonarlos al momento de entregar los testimonios de “declaratoria de herederos” o testamentos inscriptos en los respectivos registros.

Otra alternativa para determinar los honorarios profesionales a cobrarse por la sucesión es solicitar al Juez la regulación de los mismos. Normalmente, no solemos aconsejar ésta modalidad. Generalmente, la regulación judicial de los honorarios profesionales de los letrados suele hacer más onerosa la sucesión, es por ello que nuestro Estudio Jurídico aconseja firmar siempre un “convenio de honorarios” como primera opción.

Por último queremos destacar que nuestro Estudio Jurídico ofrece financiación para la sucesión. Es decir, aceptamos pagos en cuotas desde el  inicio de la sucesión hasta la venta del bien en su caso-, o incluso financiamos los costos que irroga el mismo proceso -que luego serán debitados al momento de cobrar los honorarios profesionales-.

Aquí encontrará algunas de las preguntas frecuentes que hacen nuestros clientes con respecto a las sucesiones; las respuestas son meramente informativas. Si usted necesita una orientación legal respecto de su caso concreto le sugerimos contactarse con nuestro Estudio Jurídico a fin de realizar su consulta con un profesional de nuestra Firma.

 

PREGUNTAS FRECUENTES SOBRE SUCESIONES

¿CUALES SON LOS GASTOS PARA INICIAR UNA SUCESION?

En primer lugar debemos diferenciar si el trámite de la Sucesión se debe realizar en el ámbito de la Provincia de Buenos Aires o en la Ciudad Autónoma de Buenos Aires (Capital Federal de la República Argentina).

En la Ciudad Autónoma de Buenos Aires los gastos de inicio suelen ser muy bajos hasta la declaratoria de herederos.

Entre los mismos podemos mencionar a modo de ejemplo los siguientes: “tasa de justicia”: es un porcentaje de los bienes que componen la sucesión; informes ante el Registro de la Propiedad pertinente donde se encuentren radicados dichos bienes; gastos de inscripción -suelen ser poco onerosos-; -Honorarios profesionales del abogado que tramitará la Sucesión; -Edictos -tal vez éstos últimos serían lo más oneroso de ésta etapa-.

¿ Que es un testamento?

El testamento es un acto jurídico de ultima voluntad por el cual una persona dispone para después de su muerte todos los bienes o alguno de ellos.

HAY VARIOS TIPOS DE TESTAMENTOS:

* TESTAMENTO OLOGRAFO:

Es el más simple de todos. El testador lo hace de puño y letra, lo firma e incluye la fecha. Sería conveniente que la firma del testador esté certificada por escribano publico para evitar complicaciones frente a los futuros herederos que figuren en dicho testamento.

* TESTAMENTO POR ACTO PÚBLICO: El testamento por acto público se realiza ante escribano público con dos testigos acordando validez legal; Su costo suele ser bastante elevado.

* TESTAMENTO CERRADO: El testamento cerrado se presenta ante escribano público en un sobre cerrado, dejándose constancia en un acta, en presencia de cinco testigos. Es importante por su confidencialidad, aunque una vez abierto puede presentar problemas en cuanto a su adecuación a la ley civil argentina.

¿ POR QUE MUCHAS PERSONAS NO HACEN UN TESTAMENTO?

A veces se piensa que carece de importancia  hacer un testamento. Algunas personas que no disponen de un gran patrimonio piensan que no es necesario o que es muy costoso. El testamento puede ser muy útil y conveniente para establecer la disposición de los bienes para cuando uno fallece, sobre todo en el caso de personas que no tienen herederos forzosos.

¿CUAL ES EL TESTAMENTO VALIDO?

Una persona puede cambiar el testamento cuantas veces quiera. El último testamento que haga será el válido. Solamente recuerde tener siempre asistencia legal al redactar su testamento, ya sea de puño letra o por escritura pública.

¿QUE DOCUMENTACION ES NECESARIA PARA INICIAR UNA SUCESION?

Para iniciar una sucesión se necesita la partida de defunción del fallecido/a y la partida de matrimonio o nacimiento que acredite el vinculo que se esta invocando. En todos los casos, dichas partidas deben estar timbradas.

¿ DONDE INICIO LA SUCESION, EN CAPITAL O PROVINCIA DE BUENOS AIRES?’

El lugar donde se debe iniciar la sucesión es en el del juzgado que corresponda al último domicilio del fallecido. Se tiene en cuenta el domicilio “real”, es decir, el último lugar donde la persona tenía su residencia efectiva y habitual.

¿ ES POSIBLE CONOCER SI UNA PERSONA FALLECIDA  TIENE BIENES A  SU NOMBRE, ANTES DE INICIAR LA SUCESION?

Por supuesto. Antes de iniciar la sucesión se puede averiguar si la persona fallecida tiene bienes inmuebles tanto en el ámbito de la Capital Federal como en el de la Provincia de Buenos Aires. El trámite se hace a través de la presentación de un formulario llevando el nombre y apellido del fallecido y su número de documento, ante los respectivos Registros de la Propiedad Inmueble. Para ello se necesita el asesoramiento legal y la firma de un abogado. Nuestro Estudio Jurídico tiene amplia experiencia en este tipo preciso de trámites.

¿ QUIENES SON LOS HEREDEROS FORZOSOS EN UNA SUCESION?

En una Sucesión los herederos forzosos son los hijos, los padres y el cónyuge supérstite en su caso. Estas personas de ninguna manera pueden ser privadas de la herencia mediante un testamento. En toda sucesión debe respetarse su porción “legítima”.

¿QUE ES LA PORCION LEGITIMA?

Es la parte de los bienes que le corresponde por ley a los herederos forzosos -ya mencionados en la respuesta anterior-. El testador puede solamente disponer del porcentaje que indica la ley sin afectar la porción “legítima” de dichos herederos.

La porción “legitima” de los hijos es del 4/5 del patrimonio del fallecido. Esto no significa que dicha porción sea lo que los hijos efectivamente heredarán, sino que una persona que tiene hijos puede disponer de sólo 1/5 de su patrimonio para hacer alguna donación, legado, etc.

Ahora, ¿qué pasa si además de hijos el fallecido tiene cónyuge? En éste caso la “legítima” del cónyuge corresponde a la mitad (1/2) de su patrimonio.

Cabe aclarar que esto de ninguna manera significa que una persona que tiene hijos y/o cónyuge no pueda disponer de sus bienes en vida. Solo significa que de acuerdo a como los venda o disponga de ellos, en el futuro esos herederos forzosos puedan eventualmente hacerle un reclamo legalmente válido. (Un ejemplo de ésta situación se daría en el caso de que un padre realice una donación de todos sus bienes a uno sólo de sus hijos, excluyendo a sus otros hijos).

¿EN LA SUCESION HAY UN IMPUESTO A LA HERENCIA?

En la actualidad no existe un impuesto a la herencia. Lo que sí se debe abonar es la tasa de justicia, que se hace posteriormente  a la “declaratoria de herederos”. En el ámbito de la Ciudad Autónoma de Buenos Aires (Capital Federal) la tasa de justicia es de 1.5% de la valuación fiscal de todos los bienes que componen el acervo sucesorio, mientras que en la Provincia de Buenos Aires es de 2,2 %  de la valuación fiscal también.

¿A QUE SE LLAMA DECLARATORIA DE HEREDEROS?

La “declaratoria de herederos” es una resolución dictada por el juez de la sucesión donde se declara quienes son las personas que se considerarán herederas del fallecido o causante. Es decir, serán aquellas personas que se hayan presentado en dicha sucesión, habiendo acreditado ante la justicia sus respectivos vínculos hereditarios a través de la presentación oportuna de las partidas respectivas.

¿QUE SON LOS BIENES GANANCIALES?

Bienes “gananciales” son aquellos bienes que forman parte de la sociedad conyugal, o sea los bienes que se adquirieron mientras el fallecido estaba casado. En éste caso el cónyuge supérstite (superviviente) recibirá el 50% de la mitad de los bienes como parte de la sociedad conyugal, no como heredero/a sino como integrante de dicha sociedad. En el caso de que el fallecido no tuviere descendientes (hijos) ni ascendientes (padres), la totalidad de los bienes serán heredados por el cónyuge supérstite.

¿SI HAY HIJOS Y CONYUGE, QUE PORCION HEREDA CADA UNO EN LA SUCESION?

En la sucesión, si hay hijos, la mitad de los bienes gananciales se dividen entre los hijos por partes iguales. Si no hubiese hijos y existe cónyuge y ascendientes, heredan de la siguiente manera: corresponde al cónyuge el 50% de la sociedad conyugal y el otro 50% se divide en partes iguales entre el cónyuge y ascendientes.

¿QUE SON LOS BIENES PROPIOS?

Son aquellos bienes que posee cada cónyuge antes de celebrar el matrimonio o aquellos recibidos como legado o donación, aún estando casados.

¿EN CASO DE HABER BIENES PROPIOS, EN QUE PROPORCION SE HEREDAN LOS BIENES DE LA SUCESION?

Si hay hijos y cónyuge supérstite todos heredan en partes iguales. Si hay cónyuge y padres del difunto, el cónyuge hereda el 50% y los padres el otro 50%.  Cuando no hay descendientes ni ascendientes lo heredan sus hermanos -si los hay-, sino tíos y sobrinos, y si no los tiene lo heredarán sus primos.

¿A QUE SE LLAMA CESION DE DERECHOS HEREDITARIOS?

La cesión de derechos hereditarios es un contrato por el cual el titular de una parte o de toda una herencia transfiere a otro el contenido patrimonial de la misma.

¿A QUE SE DENOMINA INSCRIPCION POR TRACTO ABREVIADO?

El heredero de un bien puede solicitarle al Juez que ordene la inscripción de la declaratoria por “tracto abreviado”, ello se da cuando se ha firmado un boleto de compra venta de la propiedad que esta en sucesión. De esta manera, el escribano que se autoriza en el expediente, va a realizar la inscripción del bien directamente mediante “tracto abreviado”.

¿QUE ES EL DERECHO DE REPRESENTACION EN LA SUCESION?

Si la persona que debe heredar falleció, se le reconoce el derecho de sus descendientes, de colocarse en el lugar del difunto. (Por ejemplo: si a una persona se le muere primero su padre y después su abuelo, cuando se haga la sucesión -del abuelo- esa persona heredaría por “derecho de representación” de su padre muerto y le correspondería la misma porción de herencia que le hubiese correspondido a su padre si no hubiese fallecido -antes que su abuelo-).

 

Argentina Abogados Sucesiones Buenos Aires Abogados Sucesion

Argentina Abogados Sucesiones Buenos Aires Abogados Sucesion