Estate, Gift, & Generation-Skipping Transfer Tax Planning

Skilled Estate Planning Attorneys Serving Clients Worldwide

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.

Do not let your family suffer from the tax burden of your estate. Make sure that you contact our international estate planning attorneys as soon as possible to help you craft a seamless strategy that will be beneficial for you and your family. We take the time to educate you about planning opportunities available to achieve your goals and address all questions and concerns. We also fully explain these options so you can make savvy and informed decisions to enhance your estate plan and advance your goals.

For more information about how our firm can help you with estate, gift, and wealth transfer, contact us for a free initial consultation at (888) 595-5088.

Legal Options for Minimizing Estate Tax Burden

Some of the advanced options available for reducing and managing your family’s estate tax burden include:

  • 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
  • A special election to defer estate taxation for five years followed by a 10-year installment plan

As a client of our firm, you can be sure that we are prepared to go above and beyond to help you plan around any potential tax issues. Let us steer your estate in the right direction not only for you but for your family as well.

For the qualified estate planning lawyers 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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Our
Locations

  • Washington DC

    The Bethesda Office Building 1701 Pennsylvania Ave NW, Suite 300 Washington DC, 20006

  • Miami

    The Bank of America Tower 701 Brickell Ave, Suite 1550 Miami FL, 33131

  • Dallas

    The North Galleria Tower 13155 Noel Road, Suite 900 Dallas TX, 75240

  • Orlando

    The North Plaza Tower 121 South Orange Ave, Suite 1500 Orlando, Florida 32801