What problem does this solve?
A future sale may conflict with long-term family objectives.
Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.
How Moreno Advocacia can help
Families intending to preserve assets transferred through gifts or wills. We assess whether restrictions on sale or transfer are lawful and appropriate.
We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.
What we examine before recommending
Necessity, duration, legally required justification and exceptions.
Restrictions in a will or deed of gift, with related registration if required.
Excessive or invalid restrictions may be contested. Implementation must comply with current law and the specific tax and registration requirements of each transaction.