What problem does this solve?
Uncertain allocation of assets can fuel conflicting expectations and family disputes.
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 ancestors seeking to distribute assets in an orderly manner during their lifetime. We assess legally compliant transfers to designated beneficiaries.
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
Valuation; equitable allocation; advances on inheritance and tax consequences.
Gifts, deeds and partition documents suitable for the chosen arrangement.
Lifetime distribution must respect protected heirs’ entitlements and rules governing gifts. Implementation must comply with current law and the specific tax and registration requirements of each transaction.