Assets Planning and Protection
HIGHLIGHTS
Corporate Transactions: assets structuring/restructuring, incorporation of family holding companies, corporate operations.
Legal Advice: estate and succession planning, tax analysis and planning of the operations, incorporation of companies, drafting of shareholders and quotaholders agreements, corporate routines management.
Litigation: analysis of tax demand in progress, risk analysis involving civil/environmental demands in progress, support in lawsuits involving family, succession and business matters.
RECENT EXPERIENCES
CORPORATE TRANSACTIONS AND CONSULTING
- Participation in estate and succession planning involving approximately R$ 100 million in the las 12 months.
- Development of tax impact studies for family holding companies focused on reducing assets transfer costs and tax structure adequacy.
- Advising of a family in the development of estate and succession planning involving the incorporation of investments funds and offshore company.
- Complex estate and succession planning involving families with relevant number of heirs.
- Management of corporate routines of family holding companies.
- Advisory assistance in corporate governance.
- Drafting of corporate documents with specific focus in estate and succession planning.
- Drafting of wills, codicils (codicilos) and other documents related to the succession law.
- Assistance in the implementation of family trusts abroad.
LITIGATION
- Acting in tax demands to mitigate risk in estate and succession planning.
- Acting in judicial inventories and other matters related to the succession law.