31st Annual International Private Client Tax Conference

1 Mar - 3 Mar 2026

Session information

International estate planning for Latin American families: Miami, Madrid or both?

Description

In this panel, we will discuss the private law institutions that allow for an effective cross-border protection of family wealth as well as its efficient transfer to the next generation. Among others, we will discuss how lasting powers of attorney, prenuptial agreements, matrimonial property agreements, lifetime transfers, wills and will-substitutes travel across jurisdictions and how to coordinate them properly. Emphasis will be added to the different forms of estate administration. The panel will approach the matter following the case method using as key factors residency of the different individuals and place of location of the assets.

Session / Workshop Chair(s)

Álvaro Checa Rodríguez Kinship Law Partners, Madrid, Spain; Latin American Regional Forum Liaison Officer, Private Client Tax Committee
Arianne Plasencia McDermott Will & Schulte, Miami, Florida, USA

Speakers

Victor Manuel Barajas Barrera Basham Ringe y Correa, Mexico City, Mexico
Andrea Caliento Lefosse Advogados, São Paulo, Brazil
Rodrigo Castillo Cottin Rimon, Bogota, Colombia