Real Results
Case Studies: Real Results in Cross-Border Estate Planning
See how we have helped clients from the United States, Europe, and beyond resolve complex inheritance and estate planning challenges in Brazil.
8 case studiesCase Study: American Retiree Estate — US & Brazil
How we helped a 65-year-old American retiree plan his estate across the US and Brazil, saving his family ~$180K in combined taxes.
Read case study →Case Study: British Expat Dies Without a Brazilian Will
What happened when a British executive died intestate in Brazil: 18-month probate, frozen assets, and lessons for every expat.
Read case study →Case Study: Saving R$380K with Pre-2027 ITCMD Planning
How a Brazilian-American family saved R$380K by executing strategic donations before Brazil's ITCMD reform took effect.
Read case study →Case Study: Holding Company Restructuring After LC 227
How we restructured a family holding company to adapt to LC 227/2026's market-value rules and save on future ITCMD.
Read case study →Case Study: US Trust Creates Brazilian Tax Liability
When a US revocable trust created unexpected tax exposure in Brazil under Lei 14.754/2023 and LC 227/2026.
Read case study →Case Study: Dual-Citizen Estate Plan Across 3 Countries
Estate planning for a Brazilian-American couple with assets in Brazil, the US, and Portugal across three legal systems.
Read case study →Case Study: Pre-Emigration Planning — Business Exit
How a foreign entrepreneur optimized his business exit and return to the US with proper saída definitiva and tax planning.
Read case study →Case Study: Foreign Heir Claims Brazilian Inheritance
How a US-based heir with no Portuguese successfully claimed her father's R$2.8M estate in Brazil from abroad.
Read case study →Facing a Similar Situation?
Every cross-border estate case is unique. Schedule a consultation to discuss your specific circumstances and learn how we can help.