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Juan Pablo G. Zaragoza

Juan Pablo G. Zaragoza

Partner

Juan Pablo G. Zaragoza

Admissions

Arizona;
California

Languages

Spanish


Address

525 B Street, Suite 2200, San Diego, CA 92101

Office Tel.

619.525.3898

Fax

619.398.0147

Overview

Juan Pablo counsels clients on a variety of matters pertaining to international law, private client, tax, and trusts and estates. He focuses on advising domestic and foreign high-net worth individuals, families and family offices on various estate planning issues including sales to defective grantor trusts, family limited partnerships and grantor retained annuity trusts. Juan Pablo is also experienced in designing and implementing estate planning strategies for high-net worth clients from Mexico and other countries in Latin America.

  • Designed and implemented estate planning strategies for high-net worth families from Mexico with assets in the U.S.
  • Designed and implemented estate plans for U.S. citizen clients with substantial assets in Mexico.
  • Represented a national banking institution that was the trustee of a trust with assets in Spain.
  • Represented the trustee of a trust with a beneficiary in Brazil.
  • Designed and implemented an estate and asset protection plan for domestic clients with 15 real properties.
  • Assisted in the representation of a beneficiary of an estate valued at $250M.
  • Assisted in the representation of a client regarding IRS audits of gift and estate tax returns.
  • Assisted in the design and implementation of an estate plan for a high-net worth client, including a sale to a defective grantor trust.

  • Best Lawyers®, Closely Held Companies and Family Business Law, 2023-present
  • Best Lawyers®, Trusts and Estates Law, 2022-present
  • Super Lawyers® Rising Star, 2012-2014, 2017
  • Hot List, Lawyers of Color, 2014
  • Top Attorneys in Arizona, Estate and Trust Litigation, AZ Business magazine,  2014
  • 40 Hispanic Leaders Under 40, Arizona Hispanic Chamber of Commerce, 2009
  • Cesar E. Chavez Leadership Award, Arizona Legislative Latino Caucus Foundation, 2008

  • LLM (Tax), University of Washington School of Law (CALI Excellence for the Future Award), 2005
  • JD, University of Arizona Rogers College of Law (Deans Achievement Award), 2004
  • BA, University of Arizona, cum laude, 2001

  • Panelist. “Estate Planning in Uncertain Times: How Flexible should an Estate Plan Be?” Procopio International Tax Institute, San Diego, CA, May 25, 2023.
  • Moderator. “Dual National Beneficiaries of Foreign Trusts. UNI,  PFICs and GILTI Tax Treas. Regulations Run Amok,” USD Procopio International Tax Institute, November 2, 2018.
  • Moderator. “Digital Marketing: Attracting the Hispanic Market,” USD Procopio International Business Summit, San Diego, CA, May 12, 2017.
  • Moderator. “The Attorney – Client Privilege in the Global Context,” USD Procopio International Tax Institute, October 21, 2016.
  • Moderator. “”Wealth Planners and Family Office Trending Topics,” USD Procopio International Tax Institute, October 20, 2016.
  • Moderator. “OECD Update & New Reporting Requirements in Mexico and the U.S. for International Investments (Refripes & Single-Member LLCs),” USD Procopio International Tax Institute, October 20, 2016.
  • Moderator.  “The Panama Papers & Cyber Security: Protecting Sensitive Information,” USD Procopio International Tax Institute, October 20, 2016.
  • Speaker. “Defending an International Tax Case Before the IRS and SAT,” USD Procopio International Tax Institute, October 20, 2016.
  • Speaker. “International Estate Planning and Real Estate Investments in the U.S.,” USD Procopio International Tax Institute, October 19, 2016.
  • Presenter. “Legal and Tax Considerations for Multinational Families,” STEP San Diego, April 20, 2016
  • Presenter. “U.S./Mexico: Cross Border Tax and Estate Planning Considerations,” STEP San Diego, February 16, 2016
  • Presenter. “Cross Broder Estate & Gift Tax,” USD Procopio International Tax Institute, October 21, 2015
  • Moderator. “Canadian Estate Planning Issues and Using Canadian Partnerships in International Transactions,” USD Procopio International Tax Institute, October 31, 2014
  • Co-presenter. “Cross Border Estate & Gift Tax,” USD Procopio International Tax Institute, October 29, 2014
  • Speaker. “Issues in Cross-Border Estate Planning and Probate,” U.S Mexico Bar Association, Phoenix, AZ, 2013
  • Speaker. “International Estate Planning: Transfer Taxes and Cultural Issues,” Catholic Community Foundation, Phoenix, AZ, 2013
  • Speaker. “Probate,” National Association of Hispanic Real Estate Professionals, Phoenix, AZ, 2012
  • Speaker. “International Estate Planning: A Brief Overview,” Scottsdale Estate Planners, Scottsdale, AZ, 2012

  • Society of Trust and Estate Practitioners, San Diego Chapter
  • State Bar of California – Trust and Estates Section, International Section

  • “Procopio Elevates 6 Attorneys to Partner in San Diego,” San Diego Daily Transcript, February 7, 2022.
  • “Second Annual Hot List,” Lawyers of Color, September 23, 2014.