Last Friday, 28 November, Meritxell Gabarró opened the CLUB 65 RACC “Meetings with Experts” session, held at the iconic Ateneu Barcelonès auditorium. The event highlighted, once again, the importance of proper succession planning.

During her presentation, she focused on three key ideas:

⏺️ The need for tax planning in inheritance matters.
⏺️ The importance of anticipating potential issues to avoid conflicts between heirs.
⏺️ The relevance of choosing the applicable succession law, both for residents in Catalonia and for those living abroad.

She also addressed several practical topics of great interest:

⏺️Donation versus inheritance: when each option is most appropriate.
⏺️Why it is not advisable to rely solely on wills with the clause “heirs in equal shares”.
⏺️Advantages and disadvantages of succession agreements.

Legal conclusion: proper succession planning is essential to reduce tax burdens and minimize potential family conflicts.

We extend our sincere gratitude to Enric Mas, Isabel Trias de Bes, Ricardo Ruiz —general manager of Club 65— and the general director of RACC, Xavier Pérez. Thanks are also due to fellow speakers Xevi Verdaguer and Josep Maria Pou, as well as the more than two hundred attendees who filled the Oriol Bohigas Auditorium at the Ateneu Barcelonès.

A special thank you, as well, to Christa Montagut for her wonderful company.