Serious and Legitimate Interest in Inheritance Law | ScriptaLegal
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Frequently asked questions > Succession/Estate > Succession settlement process > What does “serious and legitimate interest” mean?

What does “serious and legitimate interest” mean?

The serious and legitimate interest is based on the specific circumstances of each situation. It may, in particular arise from the necessity of:

  • a vulnerable beneficiary , whose personal or situation justifies increased protection measures.
  • To the basic needs of a dependent , order to guarantee that the transferred asset effectively serves to support them.
  • To a family heritage , by preventing an asset from being dissipated or quickly.
  • temporarily protect an asset from financial difficulties the beneficiary might encounter, particularly in the event of indebtedness or imminent from creditors.

The court, however, retains discretionary power to determine whether the justification invoked is and in accordance with the spirit of the law.

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