Pre-Visa Estate Planning

Washington DC & Miami International Estate Planning Attorneys

Upon becoming a U.S. resident, an individual’s worldwide assets become subject to the U.S. estate tax upon death. Although there is a generous exemption in excess of $5 million, many international families have estates much larger than the exemption.

Castro & Co.’s Pre-Immigration Estate Planning Team can settle a foreign grantor dynasty trust with completed gifts prior to immigrating to the U.S. in a manner that will entirely avoid the U.S. estate tax. The fact that the foreign trust will be treated as a grantor trust for U.S. income tax purposes is irrelevant to its effect for U.S. estate tax purposes. This is just one of the dozens of ways we assist our international clientele in structuring their personal affairs to lawfully avoid the U.S. estate tax. We have offices in Washington DC, Miami, Dallas, and Orlando, but we represent clients all over the world.

Call Castro & Co. today for the guidance you need regarding pre-immigration estate planning. Free consultation - (888) 595-5088!

Contact Castro & Co. Today

Schedule Your Free Case Evaluation

Send My Information