What problem does this solve?
Decisions made without a complete map of assets and liabilities may lead to unforeseen costs or risks.
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 and entrepreneurs who want to evaluate options before transferring assets. We map properties, business interests, records and objectives.
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
Property titles; corporate documents; tax filings; liabilities; family composition and goals.
Written legal assessment and phased implementation plan.
The quality of the review depends on reliable documentation and complete client information. Implementation must comply with current law and the specific tax and registration requirements of each transaction.