Estate Planning

Estate and Asset Protection Planning

Expertise meets personalized strategies to preserve your legacy. At ADSUAR we craft personalized solutions to secure your family’s wealth and future.

Estate and Asset Protection Planning

ADSUAR has renowned expertise dealing with sophisticated estate planning for executives, high net worth individuals and families, including individuals that have moved to Puerto Rico. We are known for our ability to serve personalized strategies in drafting wills, trusts, durable powers of attorney, prenuptial and post-nuptial agreements, among others, that advance client’s unique needs. Our deep knowledge in asset protection, business succession, and Puerto Rico and United States federal estate and gift taxes, combined with our broad experience in the intricacies of the local forced heirship rules and community property regime, has significantly contributed to the preservation of our clients’ wealth.

Estate Administration and Litigation

Tax planning does not end with death. We are highly skilled in working closely with executors and administrators to guide them in carrying out their responsibilities during the process of implementing an estate plan, represented by wills, trusts and other instruments. We also have unmatched expertise in solving inheritance disputes, and effectively collaborate with members of our litigation group in estate litigation when necessary.

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