In this two-part series, Taniel sits down with Puerto Vallarta real estate attorney Orlando Santamaria to unravel the complexities of buying property as a foreigner in Mexico’s coveted restricted zone.

With their deep expertise, Taniel and Orlando take you behind the scenes of real estate transactions: from the crucial role of the real estate trust (fideicomiso) and the notary’s pivotal part in the process, to red flags to watch for, common pitfalls, and the nuances of pre-construction contracts. You’ll hear candid discussions about primary and substitute beneficiaries, what actually happens when a property owner passes away, and the realities of leaving your Mexican property to family, charities, or even to no one at all.

Additionally, they demystify the often-confusing closing costs, explain which banks offer the quickest closings, and reveal why having a dedicated closing coordinator, like Orlando, can make your transition to Mexican homeownership both smooth and secure.

Whether you’re dreaming of sun, sand, and your own slice of paradise—or you’ve already started your retirement journey south of the border—this episode is your essential guide to navigating real estate in Mexico with confidence. Let’s get started on making your best chapter yet!

Key Moments: 

01:20 Irrevocable Trust Buyer Benefits

04:02 Property Purchase Rules in Mexico

08:27 Charity as Second Beneficiary Possible

11:24 Mexico Real Estate Closing Costs

16:04 Bank Trust Transaction Speed

18:35 Bank Bureaucracy Delays Decisions

21:46 Closing Process in Vallarta

26:09 Estate Planning: Client Consultation Insight

26:49 Inheritance Tax Strategy Advice

31:09 Embracing Questions Across Cultures

Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

Want to own a home in Mexico? Start your journey with confidence – download your FREE Taniel Chemsian Properties Buyer’s Guide now for expert tips and clear steps to make it happen! Click here -  https://tanielchemsian.com/buyers-guide/

Contact Information:

Email: [email protected]

Website: www.tanielchemsian.com

Mex Office: +52.322.688.7435

USA/CAN Office: +1.323.798.8893