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Construindo o Planejamento Patrimonial e Sucessório (Vol. 1)



Book in Portuguese – Hard cover – Format 8.5″x11″ (216mm x 280mm) – 200 pages


Construindo o planejamento patrimonial e sucessório is the first work on Brazilian real-life cases of estate and succession planning. With a unique and innovative approach, the book reveals the entire process of building an estate and succession planning case, from the beginning to the end, from the wealth threat to the implementation of the most suitable solution (or solutions). With a multidisciplinary approach and clear and objective language, the book offers extensive theoretical content and shows how this knowledge is applied in solving real-world estate and succession problems. (Portuguese version only)



There is a growing interest among families and professionals in estate and succession planning. The notion of finiteness, the diversity of family structures, financial education, and even the COVID-19 pandemic contribute to the increased concern about wealth organization and planning, and its transmission to heirs.

Many publications discuss the topic, but very little is said about the process of developing estate and succession planning in practice. Construindo o planejamento patrimonial e sucessório is a unique book that fills this gap, revealing, from start to finish, how real-life planning cases were conceived and implemented.

Readers will see in practice how the process goes from identifying a problem to finding a solution and what knowledge must considered on this journey. Aspects of civil law, family law, succession, taxation, and corporate law are extensively addressed in the analysis of all cases. Each chapter has separate sections that present the facts of a real-life situation, threats, multidisciplinary legal basis, planning tools relevant to the case, and the solutions adopted.

Even readers not versed in legal topics will find an enjoyable and easy-to-understand read. For lawyers and other professionals, Construindo o planejamento patrimonial e sucessório offers an unprecedented and multidisciplinary approach to one of the most dynamic areas of law today.

Additional information

Weight0.8 kg
Dimensions28 × 21 × 2 cm


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