Estate and Succession Planning

What we do?

  • Urban and rural asset assessment,
  • Analysis of local and national legislation, as well as specific laws related to the client’s area of operation,
  • Calculation of tax estimates and tax savings,
  • Structuring of instruments for transferring corporate control, assets, and financial investments across generations,
  • Establishment of rules for business coexistence such as setting up holding companies, investment funds, trusts, and offshore entities,
  • Establishment of corporate governance rules,
  • Drafting of Shareholders’ Agreements,
  • Drafting of Prenuptial Agreements,
  • Legal advice for Donations,
  • Legal advice for Wills, and
  • Drafting of notarial records.

Lassori's Differentiators

  • Professionals specialized in Tax Law, Corporate Governance, Family and Succession Law, Corporate Law, and Labor Law.
  • Legal responsibility with analysis of economic-financial aspects, always seeking to optimize the client’s financial, intellectual, reputational, and environmental capital, among others.
  • Knowledge, successful experience, and over 20 years of support to family-managed companies.
  • Ethical and transparent performance
  • Clarifications and advice from specialized professionals, with clear and accessible language.
  • Systematized work process with technological support, ensuring accuracy, efficiency, and agility.

Count on Lassori for your needs related to this process.

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Or come visit us at:

301 Howard St. #600
San Francisco, CA 94105

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