MEXICO Trends and Developments Contributed by: Christian Lippert, Gabriela Pellón, Cecilia Díaz-de-Rivera and Fabiola Jiménez, Galicia Abogados, S.C.
Similarly, investment protection treaties – such as bilateral investment treaties or provisions in trade agreements – may offer safeguards for cross-border investments, but often exclude nationals of the host country, including dual nationals. For individuals with complex nationality profiles, this makes it essential to evaluate both the tax and legal consequences of maintaining or relinquishing certain nationalities as part of a comprehensive planning strategy. Ultimately, estate planning in a cross-border context demands both anticipation and customisation. There is no ‘one size fits all’ solution. Families and individu - als with multinational footprints must begin planning early, seek co-ordinated advice from professionals in all relevant jurisdictions, and design flexible structures that can evolve over time.
A proactive, personalised approach not only helps minimise tax exposure and preserve family wealth; it also ensures legal certainty, protects future gen - erations and avoids unnecessary disputes. In a world where tax residency and wealth structures increas - ingly span borders, thoughtful international estate planning is no longer optional – it is essential.
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