Succession PlanningTrusts and Foundations
Succession planning with irrevocable trusts, private foundations and international wills. Inheritance protection with tax efficiency. $500M+ structured.
What is International Succession Planning?
International succession planning is the structuring of assets to ensure efficient transfer to heirs, minimizing taxes, avoiding probate, and protecting against family disputes and creditors.
Succession Structures
We use different structures as needed:
Family Protection
We ensure family protection:
Structuring Process
Complete planning process:
1. Asset mapping
identification of all assets
2. Goal analysis
conversations with the family about intentions
3. Structure design
trust, foundation or holding
4. Implementation
legal documentation and asset transfer
Trust and Foundation Jurisdictions
| Jurisdiction | Timeframe | Cost | Highlight | Ideal for |
|---|---|---|---|---|
| Nevis | 2-4 semanas | $8,000 | Asset Protection Trust | Máxima proteção contra credores |
| Cook Islands | 2-4 semanas | $10,000 | Asset Protection Trust | Proteção superior reconhecida |
| Liechtenstein | 4-8 semanas | $25,000 | Fundação Privada | Europeus, máxima privacidade |
| Panamá | 2-3 semanas | $5,000 | Fundação de Interesse Privado | Custo-benefício, América Latina |
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Frequently Asked Questions
A trust is a fiduciary relationship where assets are managed by a trustee for beneficiaries. A foundation is a separate legal entity with its own personality. Trusts are common in common law countries; foundations in civil law.
Irrevocable trusts, by definition, cannot be changed by the settlor. This ensures asset protection. Revocable trusts allow changes but offer less protection. Foundations generally allow more flexibility.
Not necessarily. You can structure discretionary trusts where heirs are only notified when the trustee decides to make distributions. This avoids expectations and allows control over timing.
Simple trusts in Nevis/Panama: $5,000-10,000. Complex trusts with multiple beneficiaries and assets: $15,000-30,000. Foundations in Liechtenstein: $25,000-50,000. Annual maintenance: $2,000-5,000.
Yes, as long as it is not with the intention of defrauding existing creditors. The structuring must be done before debts or litigation exist. Legitimate trusts for succession planning are recognized worldwide.
Other Services
Learn about our other specialized services