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 -