What problem does this solve?
Owners may misunderstand the legal limits of restrictions imposed on transferred assets.
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 considering lawful protection provisions in gifts and wills. We assess the scope and limits of conventional 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
Origin of transfer; heirs’ rights and formal legal requirements.
Provision in a deed of gift or will, where appropriate.
This is not absolute creditor protection and cannot legitimize fraudulent transfers. Implementation must comply with current law and the specific tax and registration requirements of each transaction.