Estate, Gift, and Generation-Skipping Transfer Tax Planning

Tax Attorneys in Washington DC & Miami

Castro & Co.’s Wealth Transfer Tax Planning Team utilizes the most sophisticated planning methods to significantly reduce and manage your expected estate tax burden. Most estates contain significantly valuable yet illiquid assets, such as closely held business interests and real estate, which means there will likely not be enough actual cash available for your family to pay the immediately resulting estate tax liability.

Some of the advanced options available for reducing and managing your family’s estate tax burden are long-term AFR loans with interest tied to the enhanced annual gift tax exclusion for non-U.S. citizen spouses, trust-owned life insurance, “Graegin” loans to provide liquidity to the estate, and a special election to defer estate taxation for 5 years followed by a 10-year installment plan.

For the qualified Washington DC estate planning lawyer you need, call (888) 595-5088 for a free evaluation! We also serve those around the world, with offices located in Washington DC, Miami, Orlando and Dallas.

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