Thoughtful, jurisdiction-aware estate planning tailored to clients navigating both U.S. and Puerto Rico legal systems.  

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• Conforming U.S. estate planning documents for use in Puerto Rico

• Drafting wills and devising probate avoidance strategies

• Establishing revocable and irrevocable trusts

• Powers of attorney, healthcare proxies, and guardianship designations

• Structuring prenuptial and postnuptial agreements for asset protection

• Planning for digital assets

Bridging estate planning and real property law to ensure your assets are aligned with your legacy and tax goals.

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Services include:

• Titling property to avoid probate and preserve wealth

• Advising on joint ownership, life estates, and homestead protections

• Structuring real estate transfers as part of an estate plan

• Representing fiduciaries and beneficiaries in real estate matters

• Assisting with asset domestication and cross-border compliance

Strategic guidance in residential, commercial, and complex real estate matters—from negotiation through closing—with clarity, precision, and tax sensitivity.

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Services include:

• Representing buyers and sellers in residential and commercial transactions

• Drafting and negotiating Letters of Intent, Options, and Purchase & Sale Agreements

• Structuring and executing Membership Interest Purchase Agreements (MIPAs)

• Advising on real estate strategies for Act 60 compliance

• Conducting due diligence, title review, and risk mitigation

• Entity formation and structuring ownership (LLCs, partnerships, trusts, etc.)

• Coordinating and conducting closings

Succession strategies and asset protection structures are tailored to help closely-held businesses and family enterprises maintain operational stability and generational continuity.

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Services include:

·       Succession planning for family and closely-held businesses

·       Formation and governance of trust-owned entities

·       Structuring for asset protection and estate tax efficiency

·       Drafting buy-sell agreements and operating agreements

·       Assignments and restructurings of ownership interests

·       Managing intra-family transfers and real estate-holding entities

The process of winding down estates and distributing assets is overseen from start to finish on behalf of heirs and fiduciaries.

 

Services include:

• Settlement of estate debts and creditor negotiations

• Negotiating estate debts and resolving creditor claims

• Private liquidation of Florida and Puerto Rico estates

• Declarations of heirs and judicial partition proceedings

• Managing the legal documentation and execution of estate asset sales