At CUEVASLUGO ABOGADOS, we have extensive experience in designing and implementing comprehensive strategies for estate planning, both for families and businesses. These include corporate restructuring, administrative and management succession, as well as asset protection.

Our comprehensive estate planning and protection strategies are primarily aimed at PYME’s (small and medium size companies) and family businesses, including their founding partners, second-generation members, and members of their governing bodies. These strategies can cover all types of industries and business sizes. From a corporate perspective, we focus on structuring an equity succession plan that ensures appropriate participation in the Board of Directors and control in the company’s management. For these purposes, various tools are available, such as: (i) Family Protocol, (ii) Wills, (iii) Trusts, (iv) Partnership Agreements, and (v) Partner’s Insurance.

Our strategic alliances and collaboration with a team of specialists in tax, notarial, insurance, and trust matters allow us to offer our clients a robust methodology for estate planning and asset protection that considers the following aspects, among others:

• Determination of the company’s value, hereditary estate, real estate, securities, trademarks, etc.
• Definition of legal and fiscal tools that provide certainty to partnership agreements (contracts, trusts, wills, notarization of records, insurance, etc.).
• Implementation of Corporate Governance mechanisms, Family Protocol, and Family Office (where applicable).