We utilize our wealth of experience and expertise to facilitate transfer of interests in jointly owned real estate and privately held stock between family members and shareholders.
Yamada & Partners' consulting services on transfers between family members and shareholders
There is increasing number of cases where siblings who jointly own real estate or privately held stock as a result of inheritance or other reasons find it hard to resolve such joint ownership later.
Choosing transfer as the method of such resolution involves numerous difficult issues such as contractual and other procedures and deciding on a sale price that would not be problematic in terms of taxes.
We can deliver one-stop support through consulting services based on Yamada & Partners' wealth of experience and close cooperation with law offices and judicial scriveners’offices in the Group.
Menu of consulting services on transfers between family members and shareholders
1.
Valuation and taxation advice
Transfer of real estate and stocks between family members and shareholders involves special handling for taxation purposes. To avoid unexpected taxes and facilitate such transfer, we provide consulting services including assessment of asset values and tax advising in advance of negotiations on sale.
Menu of consulting services on transfers between family members and shareholders
2.
Support for negotiation
It can be difficult to represent oneself to negotiation counterparties without specialized knowledge. Yamada & Partners prepares explanatory materials and provides supplemental explanations to counterparties (in cooperation with attorneys as necessary).
3.
Contracts and follow-up procedures
We offer one-stop support from preparation of contracts and other documents through tax returns and handling tax audits.
Service flow
