Legal matters can be complicated, even overwhelming, but in the hands of high-caliber, talented and experienced professionals, the complex can be made simple, the overwhelming can be tackled.

IRW represents individuals and businesses in Puerto Rico and the U.S. mainland, working closely with them to protect their rights and interests through estate planning, asset protection, tax planning and corporate law strategies.

We help our clients plan for the future and reach their goals while working to preserve wealth, protect assets and mitigate taxes.

Two Focus Areas:

Planning and Legal SolutionsTax Incentives
Wills & Living Wills Chapter 2
Trusts (P.R. and Offshore Jurisdictions)Chapter 3
Inheritance Law and Partition MattersOpinion Letters
NotaryCorporate Structures
Commercial and Corporate Law Tax Credits and Incentives

Estate Planning

Estate planning is more than just having a will. A good plan is multigenerational and covers the disposition and administration of assets during a person’s life and in the event of incapacity or death.

At IRW, we take an individualized approach to develop estate plans that work for our clients and that ensure their wishes will be respected. We help individuals and families achieve their lifetime and post-mortem planning goals, guiding them through the entire probate process and assisting with estate and trust administration. We represent beneficiaries, family members, business owners, executors, trustees and fiduciaries.

End-of-life planning can involve difficult and emotional decisions. IRW is committed to securing what’s most important to you and your loved ones, giving you the peace of mind you need and deserve. That’s our promise.

  • Wills and testamentary trusts
  • Trusts and estates planning
  • Probate controversies
  • Estate and gift tax planning
  • Estate and trust administration
  • Guardianships
  • Conservatorships
  • Powers of attorney
  • Living wills
  • Succession planning
  • Partition matters
  • Charitable giving

There's no better time
to start planning your
estate than right now.
Don't wait.

Asset Protection

Ask the wealthy, and they will tell you that staying rich is more difficult than getting rich. Indeed, preserving wealth can be more challenging than creating it, hence the need for asset protection planning.

Asset protection laws offer strategies that can be used against future creditors to protect personal and business assets from seizure as a result of adverse judgments, bankruptcy, predatory lawsuits, death, separation or divorce. The most common types of asset protection sought are protection from long-term care costs, loss of mental capacity to manage assets, lawsuits and poor decision making.

Widespread use of personal guaranties by banks and creditors has dramatically raised personal exposure for business owners, investors and ordinary people with valuable assets to lose. Personal and professional liability, frequent abuses of the legal system, and aggressive tactics employed by unscrupulous creditors and other third parties have dramatically increased the need for asset protection.

At IRW, we can help you shield and shelter your assets. We use a variety of tools and tactics available under the law to evaluate our clients’ current solvency issues and identify the best legal structure for allocating and holding their assets. In addition to placing assets beyond the reach of creditors, we plan for these assets to be protected when transferred to your beneficiaries as part of your estate.

It’s important you have asset protection before you need it. To effectively guard your wealth, asset protection planning should be in place before an adverse event puts your assets at risk.

  • Risk evaluation, design and execution of asset protection plans
  • Administration of trusts
  • Trusts: Puerto Rico and offshore jurisdictions
  • Creation of P.R entities
  • Puerto Rico Homestead Protection Act
  • Formation of LLCs

Don't Wait until You're in
A Tough Spot. Protect
Your Assets Now.

Tax Incentives

Signed into law on July 1, 2019, and coming into effect on Jan 1, 2020, the Puerto Rico Incentives Code, or Act 60, consolidates and modifies various tax incentives, decrees and benefits, including among others Act 20, the Promotion of Export Services Act; Act 22, the Act to Promote the Relocation of Individual Investors to Puerto Rico and Act 135, the Young Entrepreneurs Incentive and Financing Act.

At IRW, we help you navigate the Act 60 application process so that you can fully enjoy the tax opportunities in the Puerto Rico Incentives Code and achieve your financial and business goals.

Most People Have No Taste
for Tax Planning. We
Aren't Most People.