WHAT WE HAVE HANDLED
US Inheritance Planning for Spain
In international succession, waiting too long is often the most expensive decision.
We advise on the strategic planning of a substantial US inheritance intended to benefit individuals living in, relocating to or investing in Spain.
The key issue was timing. Once wealth has transferred, many planning opportunities may already be lost.
Our work involved reviewing testamentary documents, trusts, beneficiaries, investment assets, real estate exposure and the interaction between US and Spanish tax and succession rules. The aim was to prepare the estate before it became urgent — reducing friction, preventing future disputes, anticipating tax exposure and ensuring that the beneficiaries could receive, manage and enjoy the wealth in Spain with legal certainty.
