What problem does this solve?
Multiple properties held under different names can complicate contracts, rental income, control and succession.
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
Owners of properties used for rent, administration or family wealth preservation. We assess concentrating selected properties in a company with clear management and succession rules.
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 registrations and values; rental revenue; ITBI; capital gains; corporate income tax; CBS/IBS and ongoing costs.
Contribution of real estate to capital, corporate documents, property management and equity succession rules.
Property transfers may trigger taxes, registration fees and other expenses; savings are not automatic. Implementation must comply with current law and the specific tax and registration requirements of each transaction.
