ESTATE PLANNING & ASSET PROTECTION

Services

Our experience

Our firm advises individuals and families in the organization and planning of their relevant assets, eliminating uncertainty about the way in which a person’s estate will be managed and seeking to maximize the value of their assets through adequate investment, reducing tax burdens unnecessary and other expenses.

Likewise, this area seeks to organize and preserve the assets of minors and disabled persons, as well as the protection of family assets against various commercial, legal or security risks.

We advise different families with high heritage in the regulation of the coexistence of their members and their companies, through protocols, trusts and regulation of corporate governance, among others.

Our services include:

Advice on estate planning in life or mortis causa, with low fiscal impact and certainty in succession;
The design and implementation of legal figures and appropriate patrimonial vehicles, in order to protect the heritage and plan the disposition thereof;
Diagnosis, regular monitoring and adjustment of the structures implemented, in order to determine their continuity and fiscal efficiency, based on legislative changes;
The legal audit, regularization and inventory of the assets to be protected;
Family corporate governance;
Regularization of tax obligations;
Advice on fiscal transparency and capital repatriation;
Insurance structuring for the protection of assets and individuals (eg Equalization of inheritance);
Family Office Coordination;
Resolution of legal disputes in inheritance matters.

PARTNER

México

: Lic. Víctor Barajas
: (52) (55) 5261 0426
: mbarajas@basham.com.mx