01
Trademark Registration and Protection
Availability searches, registration with the USPTO and local offices, defense against infringement, and licensing. Protect the name you have worked so hard to build.
- Search and registration
- Defense against infringement
- Licensing and brand value
02
Forming a Legal Entity: Choosing the Right One and Completing SURI and EIN
LLC, corporation or another form: how to choose based on your goals and how to complete the registration, the federal EIN and SURI (the Puerto Rico Treasury's online tax system) without errors or unnecessary costs.
- LLC vs. corporation
- Federal EIN
- SURI registration
03
Selling Online: Disclosures, Privacy and Regulations
Sell online safely and legally: required disclosures, privacy policies, and federal and local consumer protection rules.
- Required disclosures
- Privacy policies
- Consumer protection
04
Succession Planning and Successor Development
How to ensure the business continues: cross-training, naming successors, coaching and mentoring to prepare your internal leaders.
- Cross-training
- Naming successors
- Coaching and mentoring
05
Everything About Contracts
The elements every contract should have: clear obligations, payment terms, confidentiality, termination, dispute resolution, and penalty clauses or liquidated damages.
- Essential contract content
- Breach and termination
- Liquidated damages
06
Asset Protection: Trusts, Wills, Powers of Attorney and Retirement
Legal strategies to protect your personal and business assets: trusts, wills, durable powers of attorney, and tax-efficient retirement planning.
- Trusts and wills
- Durable powers of attorney
- Retirement planning
07
Selling and Buying an Ongoing Business
The whole process: due diligence, valuation, negotiating the purchase and sale agreement, tax aspects, and the transfer of assets, licenses, contracts and personnel.
- Due diligence
- Valuation and negotiation
- Transfer and closing
08
Legal and Tax Compliance for Businesses in Puerto Rico
Practical checklists of your obligations to Hacienda (the PR Treasury), the Department of State, the IRS and other agencies: initial registration, annual obligations, IVU (sales and use tax) and withholdings, and Act 60 considerations.
- SURI, EIN, municipal license and Merchant Registration
- Annual report and volume of business
- IVU, withholdings and estimated payments
09
Using Technology and Social Media
Legal guidelines for adopting AI, automation and social media without creating liability: privacy, data use, internal policies and the use of employees' images, in light of Friger Salgueiro v. Mech-Tech College (2026 TSPR 30).
- AI and automation
- Privacy and data
- Employee images on social media