Civil trust

What is a civil trust

A trust contract is a trustee who transfers the property to the trustee and the trustee becomes the owner of the property.The trustee manages and operates the property for the beneficiary according to the purpose defined in the contract. Pass the profits to the beneficiaries.

Civil trusts have a great deal of freedom in defining the terms of their contract. What you couldn't do with the wills and the adult guardianship system, the civil trust will allow you to design according to your needs.

The owner of the trusted property is the trustee. If it is real estate, it will be registered in the name of the trustee. The registration will state that it is a fiduciary, and the outline of the trust agreement will be announced.

For tax purposes, in principle, the beneficiary is considered the owner, so the beneficiary is the taxpayer.

Entrustor

A person who trusts.

Trustee

A person who is obligated to perform the necessary actions to manage and dispose of trust assets and achieve other trust purposes in accordance with the contents of the trust agreement.

Beneficiary

A person who has a beneficiary right.

Please feel free to make a reservation by phone as we will discuss the first free consultation.

Reception hours: 9:00 to 21:00, phone calls are accepted on weekends and holidays

We also accept consultations at your home free of charge.

Price list for inheritance support

Please feel free to contact us!

090-3676-8204 (Reception hours 9:00~21:00, Saturdays, Sundays, and holidays are also open)

case study

Case 1: Inheritance to a child with a wasteful habit

If the child is still young, has a habit of spending money, and is likely to waste money even if he/she inherits, make himself a beneficiary until he/she died, and then after that, Allow your child to receive cash from the trust property only when needed, such as for medical expenses, educational expenses and marriage.

浪費癖のある子供への相続

Case 2: Inheritance after death (beneficiary continuous trust)

Only the will about your inheritance can be written in the will. For example, it is not possible to testify how a wife inherits heritage.

However, by utilizing the trust, you can specify the inheritance up to the beneficiary 30 years after the trust was made.

will Trust agreement
Will or trust subject Ownership Beneficiary right
Can you specify the inheritance when your heir died? Impossible Yes (can be specified from the time of trust to the first inheritance)

Example 3: Couple without children (beneficiary continuous trust)

This is a case that can be used when parents are dead without children.

Since my brother has no remnants, I can inherit everything to my wife by will, but it is up to the wife what to do with heritage, and if the wife's parents are dead and there are no children, Will be my wife's brother.

The original property also contains ancestral homes and land, and you may want to inherit it to your brother after your spouse's death.

In such a case, you can use the trust to set the beneficiary of the trust property after the wife's death in advance as a younger brother.

However, not all the property of the wife can be inherited by the younger brother, only the property that the wife has inherited while the husband trusts.

子供がいない夫婦

Case 4: Inheritance measures before dementia

Even if you want to leave property to your grandchildren or take measures against inheritance tax, if you have dementia, you will not be able to declare the gift.

Before that happens, it is possible to plan and make a trust contract using a trust.

At the Heritage Inheritance Wills Consultation Center, we will first ask you for your wishes and propose the best inheritance measures with our partner tax accountant.

認知症になる前の相続対策

Fee for civil trust support

Cost (tax included)
Civil trust support Please contact us
About the charge of civil trust

The amount of civil trust will vary depending on the customer's wishes, so we will make a quote after the first interview.

Office overview

Administrative scrivener

行政書士プロフィール

Norio Miyazaki

Born in Hiroshima and raised in Shimane and Nara. I played soccer when I was a student. After working holidays and studying abroad in Australia and England, I worked in sales.
My hobbies are exercising in the gym, reading, bedrock bathing, yoga and eating delicious food.
It is said that the problem of inheritance will increase from now on, and it is actually an aging society. Since the family relationship may be broken due to a financial dispute, we are mainly engaged in inheritance and willing work with the aim of preventing the dispute by taking precautionary measures such as wills.
Administrative scriveners are lawyers who prevent conflicts.
We also qualify as a financial planner, so we can provide advice as a money professional, so please feel free to contact us.

Office name Heritage Administrative Scrivener Office
location 〒530-0027
Sankyo Umeda Building 6F Center Office No. 15 1-5
Doyamacho, Kita Ward, Osaka City, Osaka Prefecture
phone number 090-3676-8204
mail address miyazaki@heritage-souzoku.com
Home page https://heritage-souzoku.com
Administrative scrivener Norio Miyazaki
Qualification Administrative scrivener( Osaka Prefectural Administrative Scrivener Association/Registration number: 15261345)
Financial Planning Technician Level 2
Business content Consultation on inheritance, draft of will and draft will execution procedure
Drafting and willing guidance of wills
Preparation of heritage division agreement
Investigation of heirs and inheritance
Will execution procedure
Optional guardianship contract creation
Civil trust contract preparation
Family tree creation
ラインはじめました
友だち追加

access

Nearest station

3 minutes walk from Umeda underground shopping center Izuminohiroba
・6 minutes walk from Higashi-Umeda Station on the Subway Tanimachi Line
・A 1-minute walk from the city bus Tayoji Temple
・11 minute walk from Osaka Station on the Osaka Loop Line