ESTATE PLANNING

At Backbone Law, we design and implement advanced estate planning schemes aimed at facilitating the orderly, efficient, and protected transfer of wealth across generations. Our solutions eliminate the need for traditional probate procedures—both judicial and notarial—enabling a swift, private, and tax-optimized transition of assets.

Our approach combines national and international legal tools to achieve a strategic estate plan, executed during the lifetime of the owner, avoiding the uncertainty generated by testamentary dispositions after death.

NUESTROS SERVICIOS EN ESTA MATERIA COMPRENDEN:

REPOSICIONAMIENTO ESTRATÉGICO DE ACTIVOS EN VIDA

We reorganize and structure the client’s wealth to ensure its continuity without interruptions, through the controlled and early transfer of assets under solid and secure legal frameworks.

REDUCCIÓN O ELIMINACIÓN DE IMPUESTOS SUCESORALES

We optimize the tax burden associated with wealth transfers, identifying jurisdictions and vehicles that enable efficient transfers from a tax perspective, particularly in cross-border scenarios.

ELIMINACIÓN DE PROCEDIMIENTOS SUCESORALES JUDICIALES Y NOTARIALES

We replace formal and public succession processes with private mechanisms, structured during the lifetime of the decedent, that allow for the direct and automatic transfer of assets without third-party intervention or procedural delays.

PROTOCOLOS PREDETERMINADOS PARA LA DISTRIBUCIÓN DE ACTIVOS

We establish clear, pre-agreed, and legally binding rules for wealth distribution, reducing the margin for interpretation and mitigating the risk of disputes among heirs.

PREVENCIÓN DE DISPUTAS FAMILIARES

Our planning takes into account sensitive scenarios and potential tensions among family members, anticipating and neutralizing conflict points through family agreements, internal regulations, or specialized trust structures.

CONSOLIDACIÓN PATRIMONIAL PROTEGIDA

We create structures that unify the management, control, and disposal of assets under a clearly defined governance system, facilitating administration and ensuring long-term preservation.