Succession PlanningTrusts and Foundations
International succession planning is the structuring of irrevocable trusts, private foundations, and cross-border wills to protect inheritance and family wealth with tax efficiency. OffshoreProz has structured $500M+ in assets for high-net-worth families.
What is International Succession Planning?
International succession planning is the structuring of assets to ensure efficient transfer to heirs, minimizing taxes, avoiding probate, and protecting against family disputes and creditors.
Succession Structures
We use different structures as needed:
Family Protection
We ensure family protection:
Structuring Process
Complete planning process:
1. Asset mapping
identification of all assets
2. Goal analysis
conversations with the family about intentions
3. Structure design
trust, foundation or holding
4. Implementation
legal documentation and asset transfer
Trust and Foundation Jurisdictions
| Jurisdiction | Timeframe | Cost | Highlight | Ideal for |
|---|---|---|---|---|
| Nevis | 2-4 semanas | $8,000 | Asset Protection Trust | Máxima proteção contra credores |
| Cook Islands | 2-4 semanas | $10,000 | Asset Protection Trust | Proteção superior reconhecida |
| Liechtenstein | 4-8 semanas | $25,000 | Fundação Privada | Europeus, máxima privacidade |
| Panamá | 2-3 semanas | $5,000 | Fundação de Interesse Privado | Custo-benefício, América Latina |
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Frequently Asked Questions
A trust is a fiduciary relationship where assets are managed by a trustee for beneficiaries. A foundation is a separate legal entity with its own personality. Trusts are common in common law countries; foundations in civil law.
Irrevocable trusts, by definition, cannot be changed by the settlor. This ensures asset protection. Revocable trusts allow changes but offer less protection. Foundations generally allow more flexibility.
Not necessarily. You can structure discretionary trusts where heirs are only notified when the trustee decides to make distributions. This avoids expectations and allows control over timing.
Simple trusts in Nevis/Panama: $5,000-10,000. Complex trusts with multiple beneficiaries and assets: $15,000-30,000. Foundations in Liechtenstein: $25,000-50,000. Annual maintenance: $2,000-5,000.
Yes, as long as it is not with the intention of defrauding existing creditors. The structuring must be done before debts or litigation exist. Legitimate trusts for succession planning are recognized worldwide.
From 2 to 8 weeks depending on complexity and jurisdiction. Simple trusts in BVI/Nevis are ready in 14 days. Complex structures with multiple beneficiaries and protectors take 4-8 weeks.
Not recommended for asset protection trusts, as it weakens the legal separation. We use licensed professional trustees who ensure independent administration. The settlor maintains influence via letter of wishes and protector.
The trust remains valid regardless of your tax residence. However, reporting obligations change according to the country. When changing residence, we review the structure to ensure compliance with the new jurisdiction.
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