Estate Planning and Succession Planning
We advise clients on the organization and transfer of assets, seeking solutions that reflect the asset holder’s wishes, prevent disputes among heirs and provide legal certainty and tax efficiency.
Estate Planning and Succession Planning
We develop strategies to organize the succession of assets, with the aim of reducing disputes and facilitating faster asset transfers.
A range of tools with varying levels of complexity can be used individually or in combination to develop estate and succession plans tailored to each family’s circumstances.
The main legal instruments used to develop the most suitable plan include:
- Drafting of wills
- Lifetime gifts and asset organization
- Establishment of holding companies
- Members’ or shareholders’ agreements for asset-holding or operating structures
- Asset-holding structures abroad, including trusts
- Insurance and pension plans
- Dating agreements (contratos de namoro)
Probate Proceedings
We also advise on judicial and extrajudicial probate proceedings, seeking timely and efficient solutions for the distribution of assets.