Expertise
Asset Management and Succession Planning
- Legal advice and drafting of opinions and memoranda on property and succession issues
- Advice on complying with obligations to the Federal Revenue Service, such as Income Tax Return (DIRPF), communication and exit statement and regularizations.
- Advice on complying with obligations to the Central Bank, including the Declaration of Brazilian Capital Abroad (CBE).
- Succession planning and advice on the adoption of structures such as holdings, trusts and offshore entities
- Business reorganizations and asset structuring
- Advice on donations and transfers of assets in Brazil and abroad, including drafting of instruments and tax advice related to the Causa Mortis and Donation Tax (ITCMD)
- Drafting of estate and succession planning instruments, such as wills, donation instruments, pacts and shareholders and quota holder agreements.
- Advice on probate and partition proceedings.