{"id":319,"date":"2023-12-13T15:52:06","date_gmt":"2023-12-13T15:52:06","guid":{"rendered":"https:\/\/omsadvogados.com.br\/?post_type=area&#038;p=319"},"modified":"2024-02-09T15:16:22","modified_gmt":"2024-02-09T15:16:22","slug":"wealth-planning","status":"publish","type":"area","link":"https:\/\/omsadvogados.com.br\/en\/area\/wealth-planning\/","title":{"rendered":"Estate Planning and Succession"},"content":{"rendered":"<p>In our Estate Planning and Succession area, we dedicate ourselves to ensuring strategic management and transfer of assets that precisely reflect the desires and objectives of our clients. Our focus is to provide peace of mind and security, carefully planning for the future. Our specialized services include:<\/p>\n<ul>\n<li><u>Will Drafting<\/u>: We develop customized wills, establishing specific guidelines for the distribution and management of the estate, ensuring the faithful execution of our clients&#8217; wishes.<\/li>\n<li><u>Trust Implementation<\/u>: We implement personalized trusts, clearly defining the rules for the distribution and management of assets, to ensure that our clients&#8217; intentions are fully met.<\/li>\n<li><u>Succession Planning Strategies<\/u>: We develop succession plans aimed at an effective and orderly transfer of the estate, avoiding legal and family complications.<\/li>\n<li><u>Formation of Companies, including Holdings<\/u>: We assist in the creation and management of corporate structures, such as holdings, including shareholder or partnership agreements, which can be valuable for consolidating and protecting family wealth, facilitating the transfer of assets, and providing significant tax benefits.<\/li>\n<li><u>Estate Management<\/u>: We provide complete support in the administration of estates, from organizing assets to implementing testamentary provisions, ensuring a faithful execution of the testator&#8217;s wishes.<\/li>\n<li><u>Tax Optimization<\/u>: We offer specialized consultancy on tax strategies to minimize the incidence of inheritance and gift taxes, thus maximizing the preservation of wealth for future generations.<\/li>\n<\/ul>\n","protected":false},"featured_media":384,"template":"","class_list":["post-319","area","type-area","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Estate Planning and Succession - OMSA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/omsadvogados.com.br\/en\/area\/wealth-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning and Succession - OMSA\" \/>\n<meta property=\"og:description\" content=\"In our Estate Planning and Succession area, we dedicate ourselves to ensuring strategic management and transfer of assets that precisely reflect the desires and objectives of our clients. 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