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TOTORO桃 · 2020年01月30日

问一道题:NO.PZ2018091705000043

问题如下:

Describe how an individual can attempt to reduce or even avoid the impact of forced heirship.

选项:

解释:

:

Under civil law, ownership is a precise concept that is tempered by statutes that place certain limitations on the free disposition of one’s assets. Under forced heirship rules, for example, children have the right to a fixed share of a parent’s estate. This right may exist whether or not the child is estranged or conceived outside of marriage. Forced heirship in civil law countries may reduce or eliminate the need for a will. Wealthy individuals may attempt to move assets into an offshore trust governed by a different domicile to circumvent forced heirship rules. Spouses typically have similar guaranteed inheritance rights under civil law forced heirship regimes. In addition, spouses have marital property rights, which depend on the marital property regime that applies to their marriage. Individuals can attempt to reduce or avoid forced heirship by:

 moving assets into an offshore trust governed by a different jurisdiction;

 gifting or donating assets to others during their lifetime to reduce the value of the final estate upon death; or

 purchasing life insurance, which can move assets outside of realm of forced heirship provisions.

Such strategies, however, may be subject to "clawback" provisions that provide a basis for heirs to challenge these solutions in court.

请问最后这句怎么理解?不管采取怎样的措施避免forced heirship,clawback还是生效?

Such strategies, however, may be subject to "clawback" provisions that provide a basis for heirs to challenge these solutions in court

1 个答案

包包_品职助教 · 2020年02月02日

嗨,爱思考的PZer你好:


这句话的意思是:这些策略可能会受到“追回”条款的约束,追回条款为继承人在法庭上质疑这些解决方案提供了基础。就按照翻译过来的理解就好了。


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虽然现在很辛苦,但努力过的感觉真的很好,加油!


JustJuve · 2020年03月15日

就是说,你即使用了答案里的那些办法转移财产,但继承人在法庭上还是有机会clawback的?