Family Law, Estate Planning, Wills and Succession

Posts focused on Family Law, Estate Planning, Wills and Succession in the Philippines

Handling Withholding Taxes on Dividends Issued to an Estate Currently Under Judicial Settlement in the Philippines

Guidance on estate dividends and withholding tax on dividends during judicial settlement, including corporate duties, controls, and documentation.

Handling Withholding Taxes on Dividends Issued to an Estate Currently Under Judicial Settlement in the Philippines Read More »

Foreign Heirs Inheriting a Domestic Corporation: Complying with the Foreign Investment Negative List

Foreign heirs inheriting shares in land-holding Philippine corporations must watch FINL limits, voting control, and beneficial ownership; divestment may be required.

Foreign Heirs Inheriting a Domestic Corporation: Complying with the Foreign Investment Negative List Read More »

Reassigning Corporate Officer Roles When the Majority Shareholder Passes Away: Electing a New President and Keeping the Corporation Operating

Learn how Philippine corporations elect a new president after a majority shareholder dies, covering board quorum, hold-over officers, and election remedies.

Reassigning Corporate Officer Roles When the Majority Shareholder Passes Away: Electing a New President and Keeping the Corporation Operating Read More »

Drafting Shareholders’ Agreements to Prevent Inheriting Heirs from Forcing a Hostile Takeover (Philippine Law Guide)

Philippine guide to right of first refusal clauses and share transfer restrictions to limit heirs and outsiders from taking control of a company.

Drafting Shareholders’ Agreements to Prevent Inheriting Heirs from Forcing a Hostile Takeover (Philippine Law Guide) Read More »

Valuing Unlisted Corporate Shares for Estate Tax Purposes Under Bureau of Internal Revenue Rules (Philippines)

Learn how to compute estate tax valuation for unlisted shares in the Philippines using book value from audited financial statements nearest death.

Valuing Unlisted Corporate Shares for Estate Tax Purposes Under Bureau of Internal Revenue Rules (Philippines) Read More »

Doctrine of Piercing the Corporate Veil in Inheritance Disputes and Hidden Wealth in the Philippines

Explains piercing the corporate veil in inheritance disputes, focusing on corporate alter ego use to hide wealth and defeat heirs’ successional rights.

Doctrine of Piercing the Corporate Veil in Inheritance Disputes and Hidden Wealth in the Philippines Read More »

Estate Planning for Family-Owned Corporations: Avoiding Deadlocks Among the Next Generation

How Philippine corporate and estate rules help prevent family corporation deadlock using trust estate planning and Revised Corporation Code tools.

Estate Planning for Family-Owned Corporations: Avoiding Deadlocks Among the Next Generation Read More »

Preventing Business Paralysis: Voting Rights of Shares Bound in an Unsettled Philippine Estate

Who can vote a deceased founder’s shares before estate partition? Learn record-based voting, estate administration, and compliance steps to avoid deadlock.

Preventing Business Paralysis: Voting Rights of Shares Bound in an Unsettled Philippine Estate Read More »

The Impact of Annulment of Marriage on Inheritance Rights: What Happens to the Estate of Separated Spouses

Learn how annulment of marriage affects inheritance rights and business assets in Philippine estates, including recording, liquidation, and common disputes.

The Impact of Annulment of Marriage on Inheritance Rights: What Happens to the Estate of Separated Spouses Read More »

Corporate Secretary Duties in Philippine Estate Settlements: Processing the Transfer of Shares

Guide for corporate secretaries on estate settlement share transfers, required documents, and Stock and Transfer Book recording under Philippine law.

Corporate Secretary Duties in Philippine Estate Settlements: Processing the Transfer of Shares Read More »