Key Points:

What is the issue?

How Mexican residents can utilise off›shore jurisdictions’ trusts and insurance structures for estate planning.

What does it mean for me?

Mexican residents are finding that trust and insurance structures available in Bermuda and other o›shore jurisdictions can facilitate tax-effiŸcient and flexible estate planning.

What can I take away?

The creation of flexible structures (such as master/sub-trust structures, and structures using reserved powers legislation and private trust companies) may be suitable for Mexican residents’ estate planning.

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Type

Insight

Locations

Bermuda

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