Year-End Notarial Deeds: Choices to Evaluate for Families and Businesses

December is the month of budgets, but also a time to look ahead.

Introduction

December is not only the month of budgets, closings and resolutions.
It is also an ideal time to reflect on choices regarding wealth, family and business.

In this article we guide you through the most important notarial acts to consider at the end of the year, with the goal of helping you start the new year with clarity and peace of mind.

Families: choices to consider before the new year

The end of the year can be a natural time to tidy up not only drawers, but also property and family relationships.

✳️ Donations

Anticipating the passing of assets to children or grandchildren can:

Lighten the inheritance burden
Avoid future conflicts
Offer concrete “living” support
The notary helps you evaluate the most suitable form (direct donation, with reservation of usufruct, bare ownership, etc.) and tax implications.

✳️ Testament

No need to wait until old age to make a will.
Many clients choose this tool to:

Protect minor children
Settle complex situations (cohabitations, second marriages, children of first unions)
Ensure future peace of mind
🖋 A notarial consultation can clarify which form of will is most appropriate and when it is best to draft it.

✳️ Family divisions

Undefined successions, shared real estate, siblings who can’t agree.
Before the situation escalates, action can be taken with a notarized deed of division, tailored to ensure fairness and stability.

Businesses and partners: strategic acts by Dec. 31

For those running a corporation, the end of the year is the ideal time to adjust, update or redefine membership structures and relationships.

✳️ Statutory changes

Change of registered office, corporate purpose, duration
Capital increase or reduction
Shareholder entry/exit clauses
These deeds require public form and must be carefully drafted, even in view of future new activities or calls for proposals.

✳️ Shareholders’ agreements

For family businesses or start-ups, agreements between shareholders outside the articles of incorporation (e.g., preemption, joint voting, lock-up) can avoid conflict and ensure continuity.

The notary can provide legal and strategic support, as well as notarize the covenant with probative value.

✳️ Disposal of shares

If a partner wants to exit before the end of the year (for tax or personal reasons), it is good to schedule the deed of share transfer in advance.

The Notary’s role: not just signatures, but vision

The notary is not only the one who draws up a deed.
He is an impartial and knowledgeable advisor, able to listen, prevent risks, and propose concrete legal solutions.

Especially at the end of the year, its contribution can help you to:

Avoid hasty mistakes
Clarify costs and taxes
Find the right form for your situation

Conclusion

A new year starts better if important decisions have already been made with awareness.

Whether you want to donate real estate, update your company’s bylaws or simply figure out if it’s time to make a will, a notary is the right professional to guide you.

📍 Notary Firm Nosari – Bergamo and Grumello del Monte

Two locations, one approach: professionalism, listening and trust.

📞 Contact us for an appointment
🕘 Office hours: Monday-Friday, 9:00am-6:00pm
📧 Email: segreteria@notaionosari.it