Special Focus on
Estate Planning in Puerto Rico
I help clients achieve their goals for transferring wealth and minimizing transfer tax costs through careful planning and effective solutions. I offer a special focus in estate planning, including creating last wills and testaments, trusts, living wills, and advanced medical directives. I work closely with clients to design their estate to benefit the desired beneficiaries, minimize transfer taxes, and provide for financial and healthcare decision-making in the event of incapacity.
It is beneficial for a family business or a privately-owned company to work with competent attorneys to create a comprehensive succession plan. I can assist with the smooth transfer of leadership, support the expansion of the business, and minimize taxes while ensuring a secure retirement plan.
One of the first lessons clients learn, is that in Puerto Rico, most documents must be notarized - by an attorney-notary. We provide general notary services from real estate deed signing and recording, wills, irrevocable trusts, powers of attorney, living wills, pre and post nuptial agreements, sworn statements, among others.
I help clients evaluate the tax consequences and benefits of charitable giving when it comes to the organizations they support. By carefully considering the income and estate tax implications, I aim to help clients achieve their charitable goals while maximizing their benefits.
WHAT I DO
Attorney | Notary
I'm a planner - and I get it, Puerto Rico's legal framework is a little different than you're used to.
I'm a Puerto Rico licensed attorney with a Bachelor's degree and background in business administration. After graduating law school from Puerto Rico's Interamerican University School of Law and obtaining the second highest score in the Puerto Rico Bar exam (out of 402 candidates), I began my career working in a boutique law firm that focused their work on estate and tax planning.
I soon realized how different Puerto Rico's legal framework was from the mainland United States, when many of my clients were entrepreneurs who had recently relocated to Puerto Rico and needed extensive guidance since everything they knew about business and estate planning was mostly rendered inapplicable.
Shortly after, I moved to the State of Nebraska, where I worked in an estate planning law firm called, Kinsey, Rowe, Becker & Kistler, LLP. My time in Nebraska gave me the tools and understanding I needed to bridge the gap between Puerto Rico's civil law tradition and the mainland's common law way of doing things.
I help people ease the transition into Puerto Rico's legal framework and address any asset protection, business planning, tax planning, and family planning needs.