Tax and legal planning of high net-worth individuals concerned with the transfer of their domestic and international assets.
Design of cross-border successions and estates.
Design and due diligence of Mexican, US, and international trusts, and vehicles to determine their compliance with applicable tax rules.
Drafting of Mexican trusts for succession and estate planning.
Review of worldwide asset allocation to ensure tax efficiency and compliance.
Drafting of testamentary instruments to govern transfer of assets to younger generations in domestic and cross-border settings.
Assistance to foreign counsel with the design and drafting of foreign estate planning vehicles, including foreign trusts and personal holding companies.
Drafting of family codes of conduct and succession protocols.
