Best Private Client Lawyers in Athens

About Private Client Law in Athens, Greece

Private Client law in Athens, Greece focuses on legal matters that affect individuals and families, particularly those involving estate planning, asset protection, inheritance, taxation, and succession. It encompasses a wide range of services intended to safeguard and manage personal wealth, transfer assets to future generations, and ensure compliance with Greek laws and regulations. Private Client law often involves advising on wills, trusts, powers of attorney, guardianships, and philanthropy, both for Greek nationals and expatriates with assets or interests in Greece.

Why You May Need a Lawyer

There are several situations where seeking legal advice from a Private Client lawyer in Athens may be essential. If you own property, have significant assets, or want to plan for your family’s future, a lawyer can help you structure and protect your estate. Common scenarios include drafting or updating a will, administering an estate after a loved one’s death, resolving inheritance disputes, handling cross-border asset issues, and navigating Greek tax regulations. Lawyers can also assist with gifting, charitable donations, marriage settlements, and financial planning, ensuring your interests are secured both in life and after your passing.

Local Laws Overview

Greek law concerning Private Client matters is influenced by local civil law traditions and specific national statutes. Key aspects include:

• Inheritance Law: Greece applies “forced heirship” rules, which means close relatives are legally entitled to a portion of a deceased individual’s estate regardless of the will’s provisions.
• Wills and Succession: Wills must comply with formal requirements under the Greek Civil Code. Foreign wills are recognized if they meet certain criteria.
• Taxation: Inheritance and gift tax rates vary depending on the relationship between the giver and receiver. There are exemptions and progressive tax brackets in place.
• Cross-Border Issues: EU Regulation 650/2012 may apply to international estates, allowing individuals to choose the applicable law to their succession.
• Property Ownership: Real estate transfers and ownership rights are subject to registration and compliance with local property laws and taxes.

Frequently Asked Questions

What is “forced heirship” in Greece?

Forced heirship requires that certain close relatives, such as children or a spouse, must receive a minimum share of the estate, regardless of the deceased’s wishes as expressed in their will.

Can foreigners own property or draft a will under Greek law?

Yes, foreigners can own property and draft a will in Greece, provided they comply with Greek legal requirements. International succession rules may also apply.

How is inheritance taxed in Greece?

Inheritance tax depends on the relationship to the deceased and the value of assets received. Immediate family members benefit from higher exemptions and lower rates compared to distant relatives or unrelated parties.

What happens if someone dies without a will in Greece?

If there is no will, Greek intestacy law determines how assets are distributed among heirs, following a set order of relatives such as spouse, children, parents, and siblings.

Do I need a Greek lawyer to administer an estate?

It is highly recommended, especially for non-residents or those with complex estates, as a lawyer can handle court procedures, inheritance tax filings, and compliance with local laws.

Are trusts recognized in Greece?

Greece does not have a domestic trust law, but in certain cases, foreign trusts may be recognized if they meet specific conditions and do not contradict Greek public policy.

How do I challenge a will or inheritance in Greece?

Wills and succession rights can be contested in Greek courts if there is doubt about validity, undue influence, or unfair exclusion of forced heirs.

Can I plan to minimize inheritance or gift taxes?

A Private Client lawyer can advise on lawful strategies to mitigate taxes through exemptions, gifts within limits, and proper structuring of your estate.

What is the role of executors in Greece?

An executor is responsible for carrying out the wishes in the will, managing the estate, paying debts and taxes, and distributing assets according to the law and the deceased’s instructions.

What documents are needed for inheritance procedures?

Commonly required documents include the will, death certificate, property titles, tax records, and proof of relationship. A lawyer will help gather and prepare all necessary paperwork.

Additional Resources

For legal advice or official information regarding Private Client matters in Athens, consider reaching out to:

• The Athens Bar Association (Dikigorikos Syllogos Athinon) for referrals to qualified lawyers
• The Hellenic Ministry of Justice for information on succession, inheritance, and property law
• Local Notaries Public (Symvolaiografoi) for drafting and authenticating legal documents
• The local Tax Offices (DOY) for issues relating to inheritance and gift taxes
• The Citizens’ Service Centers (KEP) for general guidance and paperwork assistance

Next Steps

If you require legal assistance in Private Client matters in Athens, start by gathering relevant information about your assets, family structure, and existing legal documents. Research local law firms or individual lawyers specializing in Private Client law and schedule a consultation to discuss your needs, objectives, and possible solutions. Prepare a list of questions, ensure you have all relevant documents on hand, and consider your goals for succession, asset protection, or tax planning. Engaging a specialist ensures your interests are well protected and compliant with Greek law.