Publications

International Financial and Estate Planning: A Practical Guide for the Mexican Investor in the United States.

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The first book in Spanish about the subject in the U.S. Written by our partner Antonio Gastelum, this practical guide will help you select the appropriate advisor, and navigate the complex process of financial and estate planning when your assets and investments are situated in the U.S. and abroad. Although this book is directed at the Mexican investor, its content serves equally to other foreign investors; it must be kept in mind, however, the different extraterritorial tax laws of your country of origin or residence.

Inside the book you will find how to:

  • Efficiently distribute your assets and investments to your loved ones.
  • Reduce or eliminate the estate, gift, and generation-skipping transfer taxes.
  • Structure real estate purchases and sales in the U.S.
  • Protect your assets and investments.
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