Estate Planning

Planning is the best way to protect your assets.

Determining the legal form or structure that you will use to acquire, own and transfer each asset that makes up your estate is part of Estate Planning.

We provide advice on matters related to estate planning and succession administration. We seek to satisfy individualized needs, integrating during the process legal and tax advisors from the jurisdictions where clients have their citizenship and tax residences, and where they have assets.

Efficient estate planning improves the corporate and family structure.

When a person dies, the law determines who his or her heirs will be. However, every person has a margin of planning, decision and disposition of their assets during life, for after their death. For example, making a will, donations or even establishing a Trust (whether by inter vivos act or through a will, transferring certain assets, giving instructions for their administration and designating beneficiaries).

Estate planning reduces family tension and allows you to decide about the future through tools such as: wills, trusts, foreign companies, investment funds, family protocols and establishment of foundations, among others.

Estate planning is necessary regardless of the size of the estate. A small estate also requires planning to organize it for the future, whether for oneself and/or one’s heirs.