Michell M. Feliciano Rodríguez

Michell M. Feliciano-Rodríguez is Member Attorney with the firm’s Tax, Employee Benefits, and Estate and Asset Protection Planning Practice Groups. Prior to joining Ferraiuoli, Michell was Director and Head of the personal and corporate trust division of UBS Trust Company of Puerto Rico, where he provided trust and estate planning services and developed asset protection strategies for high net worth individuals and corporations. He also provided advice on fiduciary matters pertaining to the administration of complex trust structures including: the preparation and filing of tax forms required by the Puerto Rico and the U.S. tax authorities; and the development, revision and implementation of policies and procedures required to comply with regulatory agencies; among other complex matters. Michell has also collaborated with investment bankers and brokerage firms, gathering deep understanding of financial investments and extensive experience drafting, analyzing and interpreting a broad spectrum of documentation, including: deeds of trust, escrow agreements, buy and sell agreements, bond indentures, loan agreements, letters of credit, offering memorandums and prospectuses.

He concentrates his practice in developing comprehensive strategies to assist clients with the protection, management and transfer of wealth. His work covers drafting a broad range of contracts and estate planning documents, including: last wills and testaments, trusts, durable powers of attorney, notarial acts of homestead exemption, healthcare advance directives, limited liability companies (LLC), and corporations, among others. He also provides legal advice and preventive counseling to clients on a variety of employee benefit matters, including: filing of ruling requests of pension plans for qualification with Puerto Rico tax authorities; and providing guidance on fiduciary rules under Title I of ERISA; among others. Michell is also a Public Notary

 

Speaking Engagements

  • ”Amendments to the Individual Resident Investors Act (Act 22); Inheritance Law & Trusts”, BCMG Annual Conference, Condado Vanderbilt Hotel, San Juan, PR, 2016.
  • “Estate Planning and Trust Law Conference”; Inter-American University of Puerto Rico School of Law, San Juan, PR, 2015.
  • “Trusts & Retirement Plans”; Puerto Rico Society of Certified Public Accountants, Mayagüez, PR, 2011.
  • Regular speaker at trust and estate planning presentations sponsored by financial institutions doing business in Puerto Rico.

 

Speaking Engagements

  • ”Amendments to the Individual Resident Investors Act (Act 22); Inheritance Law & Trusts”, BCMG Annual Conference, Condado Vanderbilt Hotel, San Juan, PR, 2016.
  • “Estate Planning and Trust Law Conference”; Inter-American University of Puerto Rico School of Law, San Juan, PR, 2015.
  • “Trusts & Retirement Plans”; Puerto Rico Society of Certified Public Accountants, Mayagüez, PR, 2011.
  • Regular speaker at trust and estate planning presentations sponsored by financial institutions doing business in Puerto Rico.