Trust Funds and Inheritance Succession

Our lawyers have been counseling professionals, executives and other individual clients in all areas related with planning the succession of inheritance and income tax. This includes activities such as preparing wills, terms for the trust fund both for the will and in life and donations. Legal services related with matters of succession include setting the heirs as legal owners and in possession of their corresponding succession and resolving tax matters that arise given this allotment.

Our Firm has been a pioneer in creatively using trust funds in Costa Rica, a trend that has been followed. During recent years, trust funds have experienced in our country a particularly accelerated growth within the legal practice. In fact, trust funds have proven their usefulness in facilitating the flexible structuring of financial transactions and their guarantees, as well as a means to minimize the payment of taxes and reduction of obstacles regarding inheritance.