Reinventing estate planning for Mexican nationals: Lessons learned after the 2020 reform and the Audit of the 2017 Tax Repatriation Decree. 14 June 2023

This seminar will cover:

• Major differences introduced by 2020 legislation and initial positions from authorities on the same
• Do´s and don't: What we know the authorities like and don´t like in estate planning structures
• DAC6 Mexico Style: The White Elephant in the Room for Private Client Practitioners?

Speaker:

Abel Francisco Mejía Cosenza, Partner, Sanchez Devanny, Mexico
www.sanchezdevanny.com

Abel Francisco Mejía Cosenza specializes in international tax planning, both for companies and individuals. Consulting for individuals includes advice for high-net-worth and ultra-high-net-worth families regarding issues such as pre-migration tax planning to other countries, design of international patrimonial structures that incorporate corporate-family governance protocols and orderly inheritance transmission, as well as planning regarding inheritance taxes in different jurisdictions.

The advice for international corporate groups includes support in the establishment and maintenance of their Mexican operations, as well as in processes of acquisition and sale of business units in Mexico. Similarly, Abel advises Mexican business groups with investments and cross-border operations, including the establishment of real estate investment funds, private equity, and the establishment of operating subsidiaries abroad. Abel has more than 20 years of experience in legal practice. He is licensed to practice in Mexico and the United States (California), where he practised for more than eight years in one of the most prestigious law firms in California.