Tax

Trusts, Estate & Asset Protection Planning

Our Trusts, Estate and Asset Protection Planning practice serves individuals and families in preparing for and handling their long-term financial security and healthcare needs, providing them with peace of mind and making a real difference in their lives.

We have extensive experience in all types of estate planning. Our strategic counseling helps our clients minimize their estate taxes and maximize control and flexibility of assets during their lifetime and during the disposition of their estate. We also assist high-net-worth estates in complex partition matters and unique tax compliance requirements under Puerto Rico Law.

We Handle

Last wills
Guardianships and trust provisions
Generation-skipping transfers
Charitable gifts
Power of attorneys
Healthcare advance directives

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Notable Cases & Transactions

$700 Million renewable energy investment

Handled the first and single Puerto Rico resource recovery project for the development, design, financing, construction and operation of a 2,100 ton/day, 80MW renewable energy power plant using processed refuse[…]

$14 Million credit agreement

Acted as counsel to bank in the closing of a $14 million credit agreement for the financing of seven solar photovoltaic energy projects involving the P.R. Aqueduct and Sewer Authority,[…]

World class public private partnership transaction

In a groundbreaking transaction and first-ever in Puerto Rico, Ferraiuoli acted as local counsel to the entities listed below in a world-class P3 transaction involving Puerto Rico’s Luis Muñoz Marín[…]

Federal deposit insurance corporation (FDIC)

Acted as local counsel to the Federal Deposit Insurance Corporation in the 2010 consolidation of three failed Puerto Rico banks, including the drafting of the perfection of a security interest[…]