Estate Planning

Tailored legal solutions for managing, preserving, and efficiently transferring your assets, with an integrated and personalized approach.

Panama: A Strategic Hub for Estate Planning

Panama has become a regional center for estate planning thanks to its legal security, competitive tax system, and flexible legal tools. These advantages attract families and investors looking to structure assets efficiently and protect their legacy.

Personalized Services for Families and Investors

At Quijano & Associates, we design estate planning strategies tailored to each client, considering tax, legal, and succession aspects. Our services include the creation of trusts, private foundations, international corporate structures, and wills.

Comprehensive Multidisciplinary Advice

Our team combines expertise in corporate, tax, and succession law to offer integrated solutions that ensure long-term wealth continuity. We maintain an ethical and confidential approach, providing security for the families and businesses that trust us.

Commitment to Family Wealth Protection

Estate planning is not just a legal strategy—it’s a commitment to the well-being of future generations. At Quijano & Associates, we help you make informed decisions to protect what matters most.

Frequently Asked Questions

1What is estate planning in Panama?

Estate planning in Panama involves legally structuring your assets to protect them, reduce taxes, and ensure smooth transfer to your heirs. Tools include trusts, private foundations, wills, and corporate structures.

2Why consider estate planning in Panama?

Panama offers strong legal security, competitive tax advantages, and flexible estate planning structures that make it attractive for families and investors seeking efficient asset protection and succession planning.

3What is a Panamanian private foundation?

A Panamanian private foundation is a legal entity used to hold and manage assets. It offers privacy, asset protection, and flexibility for estate planning, making it popular for inheritance planning and international wealth structuring.

4Who needs estate planning services in Panama?

Anyone with assets they want to protect or transfer—families, business owners, investors—can benefit. Estate planning ensures your wishes are respected and reduces potential legal or tax issues.

5How can a lawyer help with estate planning in Panama?

A qualified lawyer will design a tailored strategy, draft legal documents, advise on tax-efficient structures, and ensure compliance with Panamanian and international laws.

Experts

Irma Herrera - Head of Operations (Switzerland)

David Richard Denousse - Head of Operations SEY

Claudia Escobar - Head of Operations BEL

Legal Entities Formation
Economic Substance
Investment Funds

Our company formation practice includes incorporation of entities in the jurisdictions mentioned below, as well as post incorporation services such as: changes in the companies’ structures, opening of bank accounts, custody services, accounting services through our affiliate STERLING TAX CONSULTANTS, as well as economic substance requirements.

Jurisdictions (PDF):

Panama
British Virgin Islands
Belize
Seychelles
The Bahamas
Hong Kong

View Comparison Table

Economic Substance legislations are designed to protect the reputation of offshore jurisdictions by ensuring that streams of income from certain activities are based on actual local activity to substantiate the use of low tax jurisdictions.

As a result, many international finance centres have introduced their own substance legislation. This includes all the traditional offshore jurisdictions, including the British Virgin Islands (BVI), Bahamas and other strategically important jurisdictions.

Jurisdictions (PDF):

Our investment funds practice includes all matters related to the life of a fund in the BVI, its establishment, management and termination. Attached hereto you may find self-explanatory documents which include general information about BVI Investments Funds.

It is important to take into consideration that, according to the regime regulating the investment funds in the BVI, all funds must appoint and at all times have an authorised representative appointed. Quijano & Associates (BVI) Limited is capable of providing this service through our affiliate company, International Management and Advisory Services, Ltd. (IMAS).