What problem does this solve?
Inherited assets without clear rules can lead to disputes over sale or intended use.
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 seeking lawful conditions for the transfer of certain assets. We assess testamentary provisions and permitted restrictions.
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
Good cause where required; protected heirs’ shares; validity and intended beneficiaries.
Will with inalienability, separate-property and non-attachment provisions where allowed.
Restrictions affecting protected heirs’ entitlements are subject to specific legal requirements. Implementation must comply with current law and the specific tax and registration requirements of each transaction.