Rivero & Hernandez

At our firm, an estate plan is not merely the drafting of a document such as a trust or a will. We work with our clients to determine how their wealth and businesses are structured to determine issues of succession, business continuity and as importantly, family harmony. We implement varied strategies using various forms of trust, family limited partnerships and other succession strategies. Our long term relationships with clients allow us to help navigate them through changes in law and changes in their circumstances.

If terms such as FATCA and CRS are scary acronyms, we are here to help. We have experience dealing with international tax issues such as FBAR and FATCA, specially as it applies to dual nationals and non residents of the United States. We assists individuals with voluntary disclosure programs now in effect to avoid criminal penalties for failure to report foreign financial accounts and assets. We can demystify compliance and planning for those clients who inadvertently were out of tax compliance in an official manner.

As part of our planning, we focus on the myriad of business formation decisions such as place of formation, form of entity, and the tax implications of such decisions.

We further assist our clients to draft the appropriate governing documents – articles of incorporation, operating agreement, partnership agreements, bylaws, corporate minutes, etc. We also assure our clients are compliant with all corporate formalities to support our asset protection and tax strategies.