Beatriz Martinez

Practice Areas

Family and Succession

Wealth Management and Structuring

Professional Memberships

- Brazilian Bar Association (State of Sao Paulo) – Member

Publications

- Chapter Wealth Planning – The Legal Industry Review (published in June 2023).

- Chapter Brazil of the Law Over Borders Private Client – The Luxury Law Alliance and Summit in partnership with The Global Legal Post (published in February 2023)

- Article “Tributação na transmissão gratuita inter vivos e causa mortis de cotas de fundo” (Taxation on the free transfer inter vivos and causa mortis of fund shares) from the book “Tributação de Fundos de Investimento” (Taxation of Investment Funds) coordinated by Daniel Abraham Loria and Andrea Bazzo Lauletta (published in February 2022)

Languages Spoken

Portuguese and English

Experience

Beatriz has been working in the field of family and succession since law school. She is an expert in wealth and succession planning, even when there are several jurisdictions involved due to the family’s place of residence or to the location of their assets. With great understanding of private international law and other fields of law, such as corporate and tax, Beatriz helps clients execute their wills, donations, marriages and civil union agreements, declarations of curatorship and advanced health directives, family and corporate governance, as well as create wealth structures, such as trusts.

She also has vast experience in voluntary jurisdiction and litigation, working with probate proceedings, changes of marital property regime, divorces, and other family and succession-related matters, always with an appreciation for friendly solutions and for preserving family bonds.

Education

Awards