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Estate Planning and Succession

If you're thinking of putting the donkey in the shade, we'll help you plan it

In our Estate Planning and Succession area, we dedicate ourselves to ensuring strategic management and transfer of assets that precisely reflect the desires and objectives of our clients. Our focus is to provide peace of mind and security, carefully planning for the future. Our specialized services include:

  • Will Drafting: We develop customized wills, establishing specific guidelines for the distribution and management of the estate, ensuring the faithful execution of our clients’ wishes.
  • Trust Implementation: We implement personalized trusts, clearly defining the rules for the distribution and management of assets, to ensure that our clients’ intentions are fully met.
  • Succession Planning Strategies: We develop succession plans aimed at an effective and orderly transfer of the estate, avoiding legal and family complications.
  • Formation of Companies, including Holdings: We assist in the creation and management of corporate structures, such as holdings, including shareholder or partnership agreements, which can be valuable for consolidating and protecting family wealth, facilitating the transfer of assets, and providing significant tax benefits.
  • Estate Management: We provide complete support in the administration of estates, from organizing assets to implementing testamentary provisions, ensuring a faithful execution of the testator’s wishes.
  • Tax Optimization: We offer specialized consultancy on tax strategies to minimize the incidence of inheritance and gift taxes, thus maximizing the preservation of wealth for future generations.
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Privacy Police

Created on 22.12.2023 1. Purpose of this Policy Ostronoff, Malagó, Simão e Dimbarre Advogados ("OMSD Advogados", "we" or "our"), in respect for your privacy and with a commitment to transparency, has developed this privacy policy ("Privacy Policy") to provide you with a clear understanding of how we treat your personal data. For more information on the processing of personal data, please contact contato@omsd.com.br. 2. Controller of Personal Data OMSD Advogados will act as the controller of your personal data within the scope of the relationship established with you, as defined by the applicable legislation. 3. Personal Data Processed To the extent permitted by applicable law and in accordance with your relationship with our firm, we may process the following personal data: a. Identification, qualification and contact data:
  • Full name;
  • Address;
  • Date of birth;
  • Nationality.
b. Details of identification document(s) (e.g. ID, CPF, CNH, OAB, as applicable):
  • E-mail address;
  • Telephone number.
c. Academic and professional data:
  • Company you work for;
  • Profession;
  • Position;
  • Education.
In addition, when providing legal services, OMSD Advogados may access and process personal data related to specific cases, according to the nature of the service provided. 4. Purposes of Data Processing We process your personal data for customer service and the provision of legal services, both advisory and contentious. In addition, we may use your data for
  • Formalizing contracts;
  • Billing and collection, if you are an individual client or a representative of a legal client;
  • Sending institutional communications, memos or newsletters;
  • Organizing events and satisfaction surveys.
5. Sharing Personal Data We share your personal data with service providers, correspondents, partners, regulatory bodies and authorities, always to the extent necessary and for the purposes mentioned in this Privacy Policy. 6. International Data Transfers We may transfer your personal data to service providers abroad or to other partner firms, taking appropriate measures to ensure adequate protection of your personal data as required by applicable law. 7. Retention of Personal Data We store your personal data for as long as necessary to comply with legal obligations, preserve legitimate interests and fulfill the purposes for which the data was collected. 8. Data Subject Rights You have rights, including access, correction, anonymization, portability, deletion and information about the processing of your personal data. To exercise these rights, please contact our firm at contato@omsd.com.br. 9. Data Protection and Security OMSD Advogados is committed to the security of your personal data, implementing appropriate technical, physical and managerial measures to protect your information. 10. Cookies and Tracking Technologies We use cookies and similar technologies to improve your browsing experience. You can manage the cookie settings on our website according to the instructions provided. 11. Third Party Websites We are not responsible for third party websites linked to our website. We recommend that you consult the privacy policies of these websites to understand how they treat personal data. 12. Changes to this Privacy Policy OMSD Advogados reserves the right to change this Privacy Policy, and the updated version will be published on our website.

Cookie Policy

Cookie Policy Ostronoff, Malagó, Simão, and Dimbarre Advogados Created on 22.12.2023 OMSD Attorneys use cookies on their website to enhance users' browsing experience. This policy explains what cookies are, how we use them, and how you can manage your preferences
1. What are Cookies?  Cookies are small text files stored on your device (computer, tablet, smartphone) when you access our website. They are widely used to make websites more efficient, provide information to website owners, and improve the user experience. 2. Types of Cookies Used Strictly 
  • Necessary Cookies: Essential for enabling navigation on our website and using its features. Without these cookies, the website may not function properly.
  • Performance Cookies: Collect information about how visitors use our website, such as which pages are most visited. These cookies do not collect information that identifies the visitor; all collected information is aggregated and, therefore, anonymous.
  • Functional Cookies: Allow the website to remember choices you have made (such as your username, language, or region) and provide enhanced features.
  • Marketing Cookies: Used to deliver more relevant ads to you and your interests. They are also used to limit the number of times you see an ad and help measure the effectiveness of advertising campaigns.
3. How We Use Cookies  We may use cookies for various purposes, including:
  • Facilitating navigation and use of the website;
  • Collecting information about website usage for statistical analysis and continuous improvement;
  • Customizing content and ads displayed to you;
  • Providing social media features and analyzing traffic on our pages.
4. Cookie Management  You can manage your cookie preferences by adjusting your browser settings. Most browsers allow you to refuse or accept cookies, delete existing cookies, or configure your browser to alert you before accepting a new cookie. Please note that disabling cookies may affect the functionality of the website and your browsing experience. 5. Third-Party Cookies  Some cookies on our website are set by third parties, such as analytics services and social media platforms. These cookies are controlled by third parties and are subject to the privacy policies of those parties. 6. Changes to the Cookie Policy  We reserve the right to modify this cookie policy at any time. Any changes will be published on our website with a new update date. By continuing to use our website, you agree to the use of cookies in accordance with this policy. If you have any questions about our cookie policy, please contact us at contato@omsd.com.br.

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