I am pleased to announce that I will be speaking in an upcoming Strafford Live Webinar, “U.S.-Mexican Tax and Estate Planning for Cross-Border Clients” scheduled for Tuesday, November 14, 1:00pm-2:30pm EST.

The lengthy Mexico-U.S. border and extensive ties between the two countries result in significant economic migration. Many U.S. citizens and permanent residents have property interests in Mexico and vice-versa. Estate planning counsel and advisers must identify the tax and wealth transfer planning rules and opportunities specific to U.S. and Mexican citizens with assets and presence in both countries.

Mexican law has neither an estate tax nor a deemed disposition regime for property passed through inheritance, nor does it provide for automatic right-of-survivorship in joint tenancy or spousal property ownership. At the time of marriage, spouses must indicate whether the marriage entails joint or separate property treatment, and this election can take precedence over an asset’s title. In many cases, transfer of Mexico-situs property to non-Mexican taxpayers is a taxable transaction requiring Mexican tax withholding. Tax advisers to U.S. citizens with tax presence in Mexico must ensure that U.S. and Mexican wills, trusts and transfer provisions are properly coordinated to avoid costly tax consequences.

Mexican law also imposes restrictions on ownership of some property by non-Mexicans, particularly real estate in certain specified locations. U.S. taxpayers contemplating property purchases or transfers of covered Mexican property must be aware of the entity requirements to safely hold Mexican assets.

Our panel will provide estate planners with a comprehensive guide to estate planning tax challenges and opportunities for clients who have tax presence in both the U.S. and Mexico. The panel will discuss the U.S. tax law and treaty provisions that govern tax and fiduciary rules in both Mexico and the U.S. The webinar will focus on the U.S. tax and other consequences for Mexican clients with U.S. tax presence and U.S. taxpayers who own or plan to invest in Mexico-situs real estate and other assets.

We will discuss these and other important topics:

• What considerations impact U.S. taxpayers wishing to hold real estate in one of Mexico’s “restricted zones”?
• Coordinating U.S. estate plan with Mexican wills and trusts
• Treatment of inheritance of Mexican-situs property
• Differences in U.S. and Mexican residency rules for purposes of sourcing taxable income

After our presentations, we will engage in a live question and answer session with participants so we can
answer your questions about these important issues directly.

I hope you’ll join us.

For more information or to register (special 50% off offer): Click here
Or call 1-800-926-7926 ext. 10
Ask for U.S.-Mexican Tax and Estate Planning on 11/14/2017
Mention code: ZDFCT

Sincerely,
Charles Tibshirani, Senior Partner
MEXLAW
Playa del Carmen, México

The post Upcoming Live Webinar: U.S.-Mexican Tax and Estate Planning for Cross-Border Clients appeared first on MEXLAW.

MEXLAW is pleased to present The Real Estate Summit in Puerto Vallarta, Mexico. This one-day event is a great platform with a broad range of specialists in the Real Estate field sharing their knowledge and experiences through 30-minute conferences about today’s most relevant topics in the market.

Join us at the HILTON PUERTO VALLARTA RESORT, SALON VALLARTA on August 22, 2017, from 9:00 A.M. to 2:00 P.M.

Key Speakers and Topics:

• Charles Tibshirani – MEXLAW-  Utilizing your pension fund to purchase property.
• Maria Del Carmen Macías- MEXLAW- ESCROW Services, a powerful tool in Real Estate transactions.
• Jennifer Campbell – CABO SECURE LENDING – Financing your investment in Mexico.
• Antonio Trejo – GUARDIAN INSURANCE – Insuring your dream! What should your policy cover and why?
• MEXTAX- Risks of non-compliance with tax obligations.

Our partners include the Vallarta Real Estate Guide, Guardian Insurance, Notaría 31, and many other professionals from the Real Estate industry in Puerto Vallarta & Riviera Nayarit.  

We are expecting several hundred people from the Real Estate market to participate, including developers, lending companies, investors and expats who are interested in acquiring valuable tools to utilize in their business or real estate transactions.

What you should expect as an attendee of the Summit:

• Expert Opinions and Success Stories
• Projection of Ideas and Investments
• Networking Opportunities: expand networks, open markets and meet partners.

The majority of the conference will be presented in English. However, one presentation will be in Spanish; if you require simultaneous translation equipment, please request it during your registration.

Event capacity is limited, so be sure to sign up soon.

Visit our Website today at mexlaw.ca/conference-tickets/ to register and get your tickets online.

It would be our honor if you accept this invitation and join us!

MEXLAW is the only Mexican-based law firm that is owned and operated by licensed Canadian and American Lawyers that have partnered with Mexican lawyers. We will guide you through the world of International Real Estate transactions. Our legal team covers a large variety of areas of law, to meet your business or personal needs in México.

For more information visit www.mexlaw.ca/conference

The post Puerto Vallarta & Riviera Nayarit Real Estate Summit 2017 – Presented by MexLaw appeared first on MEXLAW.

Thank you Pelican Free Press and Colonos Association at Puerto Aventuras for hosting Mexlaw as a speaker, on the first informative talk about Migration Procedures, on the Puerto Aventuras Speaking Series.

P.A.S.S.

Puerto Aventuras Speaker Series

Puerto Aventuras colonos attended a presentation about Mexico’s new visa programs and process and whether it  should be considered a Temporary or permanent resident Visa “Residente temporal” – “Residente permanente” or work visa.

The post Mexlaw as a speaker appeared first on MEXLAW.