At Rivera Menarini, we serve companies around the world, ranging from major companies to startups and small family businesses, advising on the wide range of US corporate law issues involved in cross-border business. Our attorneys represent both foreign clients with business or personal dealings in the US and US-based clients with interests in foreign countries.
We have extensive experience counseling foreign-based businesses on the legal issues involved with entering and developing new markets for their services and products in the US. Many of our clients are based in Latin America, in particular, Mexico.
We have comprehensive work experience in Mexico, and maintain valuable relationships with local counsel. We advise our clients from a US perspective and collaborate with clients’ corporate and tax advisors in their countries of residence to ensure compliance with the laws of their jurisdictions. Our deep understanding of the legal systems and business customs of Latin American countries enables us to tailor our services to the unique requirements of the specific project or client matter.
Our experience includes Latin American transactions relating to business formation, corporate maintenance, joint ventures, tax structures, private offerings and other corporate matters across a multitude of industries.
We have represented a number of clients in the structuring, establishment and maintenance of local corporate presences in Latin America, addressing local regulatory and corporate matters and US tax planning.
Our goal is to act as a trusted advisor to our clients as their presence in the region grows and changes.
CORPORATE
In today’s global investment environment, personal assets and business interests are often held in and subject to the laws of multiple jurisdictions. High-net-worth individuals and families need coordinated legal and wealth management counsel to help maximize and preserve assets across generations, limit tax and other liabilities, and protect dependents in order to achieve a wide range of short- and long-term financial objectives.
At Rivera Menarini, we have extensive experience assisting clients with cross-border interests in protecting their assets. Whether for individuals, businesses, or family offices, we advise clients on the full range of US legal aspects of planning and taxation of trusts and estates.
We create and implement effective estate plans that take into account the effects of US tax laws on US family members and on non-US families that own US assets. We collaborate with clients’ trusts and estates attorneys in their countries of residence to ensure our estate plans are properly integrated with the laws of the client's jurisdiction. We have significant experience advising on related income tax issues that can arise for international families, including ownership of interests in foreign trusts, corporations, or other entities.
We structure personal retirement plans for high-net-worth individuals and family gift programs to accomplish the multigenerational transfer of assets, as well as to integrate corporate and operational business considerations in the sale or other transfer of closely held corporations to family members or others. The focus is on minimizing taxes and facilitating family and estate-planning objectives. This area of practice encompasses advice on insurance planning, structuring family partnerships, and business-succession planning.
Our goal is to combine the highest level of cross-border tax planning with careful attention to non-tax issues that assist families unaccustomed to US business practices, promote family coherence and encourage long-term control of family assets.
INTERNATIONAL WEALTH & TAX PLANNING
Lizbeth Rivera, Partner
619.758.4959 | liz@riveramenarini.com
Lizbeth Rivera focuses her practice on assisting clients in international tax planning and related international matters particularly with Mexico and the US. She assists in the development of business and real estate transactions, worldwide investment and financing structures, and planning for worldwide income. Ms. Rivera has assisted clients from all parts of the world including Argentina, Brazil, South Africa and Russia to name a few.
Ms. Rivera understands that each individual is exactly that - an individual. Her goal is to provide a unique course of action to each client, with strategies tailored to that person or family's specific needs and objectives.
In addition to her practice at Rivera Menarini, APC, Ms. Rivera acts as Of Counsel for the law firm of Hone Maxwell LLP.
Prior to opening Rivera Menarini, APC, Ms. Rivera worked at KPMG San Diego and Monterrey and at the international tax department of the law firm Procopio.
EDUCATION
COMMUNITY INVOLVEMENT
Karen Milstein, Paralegal
619.758.4959 | karen@riveramenarini.com
Karen Milstein has extensive experience as a paralegal in international corporate and trust taxation and has worked in many areas of tax. Ms. Milstein works with our diverse client base, including large and small corporations, high net worth individuals, multi-national families, and trusts, both foreign and domestic. She assists with the formation and revocation of domestic and foreign trusts, formation and dissolution of foreign and domestic entities, corporate maintenance, preparation and filing of IRS forms, preparation and filing of FinCEN form 114 (FBAR) and the management of account opening process for foreign entities in US financial institutions.
EDUCATION
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