Planning for the HNW Dual-Citizen (U.S. Mexico) Client
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Program
4:00pm – 5:00pm
RESERVATIONS
Members, Register by signing up HERE
Non Members please use the registration link below to pay prior to registering
by Friday, November 13th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
This presentation will discuss some of the main issues that HNW Dual Citizen (U.S. Mexico) families face and some of the newer planning alternatives that take into account recent US and Mexican tax reforms (2017 and 2019 respectively). It will show how civil law fideicomisos and common law trusts, among other alternatives, can be used as cross-border tax efficient planning tools for Mexican and U.S. based assets. Practical cases will be used to illustrate some of the key points of the presentation.
About Enrique Hernández-Pulido
Enrique Hernández-Pulido's legal practice includes representing clients in international tax planning and related international matters, particularly Mexican and US-Mexican legal matters. Enrique represents clients in the development of business transactions, worldwide investment and financing structures, planning for worldwide income and estate and inheritance taxes. He is licensed to practice in California and Mexico. He serves on Procopio's Management Committee, and chairs its Latin America – US Cross-Border Practice Group and Co-chairs its Beer, Wine and Spirits Practice Group.
Enrique worked for ten years in the Mexican government in the areas of tax, finance and administration, acting as Subprocurador Fiscal de la Federación (Under Fiscal Federal General Attorney) in charge of consultation and legislative issues, Director General Jurídico (Legal General Director) of IPAB (Mexico’s Bank Deposit Insurance Federal Authority) and Director Jurídico (General Counsel) of FIDELIQ. Before his public career, Enrique was an associate attorney for the law firm of Bryan, González Vargas y González Baz in Mexico City. Before relocating to San Diego, he was on the faculty at ITAM (Instituto Tecnológcio Autónomo de México) in Mexico City teaching advanced courses in tax law in its School of Law.
RESERVATIONS
Members Register by signing up HERE
Non Members please use the registration link below to pay prior to registering
by Friday, November 13th
You will be sent a return email confirmation.
https://us02web.zoom.us/meeting/register/tZMpdumrrT8pHNRGsemDCkv6Tn9uHmigO-l_
