B&B secures for its clients during their lifetime the maximum benefits available from the possession and use of their property, and enable them to transfer the same to surviving family members (or other desired beneficiaries) with minimal shrinkage from applicable estate taxes and other property transfer costs. B&B works with clients to determine their lifetime giving objectives, including gifts/donations to younger generation family members, as well as the disposition of the estate at death.

NOTABLE REPRESENTATIONS:

• Provided tax and estate planning services to the owners of the largest land transport company in the country, members of a family that owns and operates big shopping malls in Visayas and Mindanao, and owners of the country’s largest manufacturer of automotive wire harnesses and supplier of automotive accessories.
• Represented heirs in a celebrated probate case involving a prominent family in the sugar and real estate industries.
• Structured a number of trust arrangements for high net worth clients and their intended beneficiaries.
• Counseled Trust and Private Banking groups of some foreign and domestic banks in regard to tax and estate planning requirements of their clients.
• Advising the surviving heirs of a scion of one of the wealthiest families in the Philippines on the settlement of the decedent’s estate.