Treaty-Based International Estate Planning

The U.S. has gift and estate tax treaties with 17 countries:

  • Australia
  • France
  • The Netherlands
  • Austria
  • Germany
  • Norway
  • Belgium
  • Greece
  • South Africa
  • Canada
  • Ireland
  • Switzerland
  • Denmark
  • Italy
  • United Kingdom
  • Finland
  • Japan

Gift and estate tax treaties provide unique planning opportunities to individuals that are citizens of, domiciled in, or have assets in that treaty country. Some gift and estate tax treaties have binding sourcing rules with regard to stock in a corporation. This provides synthetic re-sourcing opportunities though the use of offshore “blocker” corporations to avoid the U.S. estate tax.

For more information and to receive a free initial case evaluation, call (888) 595-5088! Castro & Co. serves clients worldwide with office locations in Washington DC, Miami, Dallas and Orlando.

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