Cross-border POA
Cozumel beachfront — fideicomiso restructure
Reorganized inherited fideicomiso to add second-generation beneficiaries and avoid Mexican estate tax exposure.
Duration
3 months
Outcome
Favorable settlement
What the client was facing.
Client inherited a Cozumel beachfront fideicomiso from their father. Trust was set up in 1998 with no successor beneficiaries — a substantial Mexican ISR exposure if the client died with the trust unrestructured. Adult children were not named anywhere.
The strategy we deployed.
Coordinated with the bank trustee to amend the trust agreement, adding two adult children as substitute beneficiaries and restructuring the succession clauses to defer ISR to second-generation transfer events. Apostilled documentation handled remotely.
How it ended.
Trust amended within 90 days. Estimated ISR exposure on death event reduced from approximately $180,000 USD to approximately $20,000. Multi-generation succession path now in place.
Your situation deserves the same rigor.
Every case is different, but the methodology holds: strategic pressure, credible escalation, recovery.