ABC of estate planning instruments: wills, trusts, foundations

ABC of succession instruments

In this webinar, we will address, in a practical and accessible way, the main succession instruments—will, trust, and private interest foundation—explaining their characteristics, advantages, and differences, with the goal of providing a clear vision of how they can be used strategically.

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  • ABC of succession instruments

    ₡25,000 + 2% VAT

    Succession planning is a key aspect for ensuring the continuity and protection of assets, as well as for preventing family conflicts and unnecessarily complex legal processes. In this webinar, we will address, in a practical and accessible way, the main succession instruments—will, trust, and private interest foundation—explaining their characteristics, advantages, and differences, with the goal of providing a clear vision of how they can be used strategically.

    Introduction to Estate Planning
    Successional Instruments: Overview
    Will
    Trust
    Private interest foundations
    Practical Comparison of Instruments
    Conclusions and Recommendations
  • The webinar is free for ICS clients with retainers, and Accounting and Audit clients.

    Who is this seminar for?

    Individuals and organizations seeking to orderly, protect, and plan the transmission of their assets in an efficient and structured manner. In particular:

    • Business owners and entrepreneurs
    • Individuals with significant net worth
    • Families wishing to plan their succession
    • Clients with international structures
    • Professionals and advisors

    Why attend?

    Because it will allow you to understand how to protect, organize, and transfer your assets efficiently, avoiding future conflicts and making informed decisions based on practical legal tools.

     

    Included material

    • Webinar Introduction
    • Session recording

     

    Register Here >>

    For more information, contact:
    📧 fduran@ics.cr

    ABC of succession instruments

    Cost: ₡25,000 + 2% VATLocation: Teams Platform
    Register Here

    Exhibitors