Gift Programs & Planning
The Competent Legal Guidance You Deserve
Whether you wish to contribute a significant portion of your assets to charity or want to set up a lifetime gift program for your family, seek the legal services of Castro & Co. Our international estate planning attorneys have extensive experience and are highly respected in the field of gift planning. Since we established our firm, we have helped numerous clients achieve their various gifting goals in a tax efficient manner. When you partner with Castro & Co., you can trust that we are prepared to go above and beyond to create a gift program or charitable plan that is tailored to your specific needs. We also ensure that your plan will be enacted seamlessly with appropriate tax and legal planning.
Castro & Co. serves clients worldwide from our international estate planning law firm. Contact us today at (833) 227-8761 to schedule a free consultation!
Lifetime or Multi-Generational Gift Programs
For clients wishing to establish a lifetime gift program for their heirs, there are several options available. For clients wishing to establish multi-generational gift programs, the Intentionally Defective Grantor Dynasty Trust is the most advanced option. The details are intricate, but the goal is simple: have your legacy continue for generations to come. Leave the details to us and watch your gifting goals become a reality.
Sophisticated Charitable Gift Planning
For charitably inclined clients, our charitable planning team at Castro & Co. develops sophisticated gift planning arrangements that both accomplish a client’s charitable intent and provide income tax benefits. Some of the advanced options available to clients are charitable lead trusts and charitable remainder trusts.
With offices in Washington DC, Miami, Dallas, and Orlando, we serve clients around the world with the ultimate goal of meeting all their estate planning needs.
For more information on the various gift planning options available to you, contact our estate planning lawyers at (833) 227-8761!