Offshore Private Placement Life Insurance

Life Insurance Attorney in Washington DC

Private Placement Life Insurance is essentially an investment portfolio that exists inside of a life insurance policy. By building an investment portfolio inside of an insurance policy in a regulatory-friendly jurisdiction like Luxembourg, our clients are able to transfer the entire appreciated value of their portfolio to their heirs with no income, gift, estate, or generation-skipping taxation whatsoever.

It is one of the most advanced wealth transfer devices available as well as the only one that intentionally allows for the complete avoidance of any form of taxation. The Internal Revenue Service is well aware of these kinds of arrangements and has not raised any objections.

If you are interested in private placement life insurance, call Castro & Co. today at (888) 595-5088! We help those in Washington DC, Miami, Orlando, Dallas, and clients around the world.

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