What problem does this solve?
Unplanned share transfers may weaken control and trigger disagreements between generations.
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
Parents and entrepreneurs preparing succession while retaining selected economic rights. We structure the transfer of shares and reserved rights under applicable law.
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
Protected heirs’ shares; marital property; ITCMD; voting powers; dividend rights and succession.
Deed of gift, corporate amendments and tailored usufruct arrangements.
Voting and economic rights under usufruct require precise terms and corporate compatibility. Implementation must comply with current law and the specific tax and registration requirements of each transaction.