Trusts and Estates is a multidisciplinary practice that takes into account the family and its needs in a comprehensive manner. It is a small team within the firm that operates as a specialized firm or rather “boutique firm”, in which the lawyers provide personalized service, ensuring complete confidentiality – even within the firm – when working with family legal matters.

Our team provides services taking into account the three main factors involved in family wealth planning:

                     (i) the company, (ii) the family and (iii) the assets (property).

Our advice is focused on developing structures that result in a harmonious and efficient execution of the family business and, at the same time, optimal distribution of the assets to the next generation.
 

Trusts and Estates
Portfolio of services
  • Inheritance planning schemes.
  • Shareholder agreements in family companies.
  • Family assets protection scheme.
  • Prenuptial agreements.
  • Wills.
  • Willful estate dissolution.
  • Family protocols together with external advisors.
  • Preparation of transnational planning schemes.
  • Family companies’ reorganization tax and corporate planning schemes.
  • Tax and corporate consulting on the sale of family companies.
     
Portfolio of services
  • Inheritance planning schemes.
  • Shareholder agreements in family companies.
  • Family assets protection scheme.
  • Prenuptial agreements.
  • Wills.
  • Willful estate dissolution.
  • Family protocols together with external advisors.
  • Preparation of transnational planning schemes.
  • Family companies’ reorganization tax and corporate planning schemes.
  • Tax and corporate consulting on the sale of family companies.
     
Experience
Provided advice to a Colombian family with American children in connection with a significant liquidity event from the sale of a business in Colombia.

This included the design and implementation of a structure in coordination with lawyers in the United States.

Provided advice to a Colombian family with American children in connection with a significant liquidity event from the sale of a business in Colombia.

This included the design and implementation of a structure in coordination with lawyers in the United States.

Provided advice to a family in the design and creation of an estate plan, advising each member of the family on the creation of trusts, private foundations or other structures depending on each member’s particular needs.
Provided advice to a family in the design and creation of an estate plan, advising each member of the family on the creation of trusts, private foundations or other structures depending on each member’s particular needs.
Provided counsel to a family of which all its members are both Colombian and US citizens in a dispute with other branches of the family and with the family trust’s trustee in a foreign jurisdiction.
Provided counsel to a family of which all its members are both Colombian and US citizens in a dispute with other branches of the family and with the family trust’s trustee in a foreign jurisdiction.
Provided advice to a family of which members of the first generation are Colombian nationals and the US residents in their process of voluntary disclosure before the IRS, under the lead of US lawyers and experts.
Provided advice to a family of which members of the first generation are Colombian nationals and the US residents in their process of voluntary disclosure before the IRS, under the lead of US lawyers and experts.
Provided advice to a Colombian family whose mother and children are US residents, in order to minimize tax impacts on inheritance processes in both jurisdictions.
Provided advice to a Colombian family whose mother and children are US residents, in order to minimize tax impacts on inheritance processes in both jurisdictions.
Provided analysis of the legal impact of the protocol of a family that owns a well-known company in Colombia, as well as providing the amendments of the legal documents of the company.

This included matters such as bylaws and shareholders agreements in order to implement the agreements within the family protocol.

Provided analysis of the legal impact of the protocol of a family that owns a well-known company in Colombia, as well as providing the amendments of the legal documents of the company.

This included matters such as bylaws and shareholders agreements in order to implement the agreements within the family protocol.