Estate Planning Individuals

Estate Planning for Private Clients

Committed to Assisting Clients with Domestic Estate Planning Matters

Castro & Co. provides seasoned domestic estate planning and legal guidance to individuals, trusts, and estates around world. With offices located around the United States in major cities such as Washington D.C., New York, Los Angeles, Dallas, and others as well as partner firms in more than 130 countries around the world, we take pride in our ability to serve any client in any part of the world. Every international estate planning lawyer at Castro & Co. understands that each client has unique estate planning needs, which require an individualized approach. Trust and believe that we are prepared to deliver our top-notch services for your benefit. Our number one priority is guiding you through the estate planning process as smoothly and seamlessly as possible.

Our team understands the demanding nature of international estate planning. That’s why we go above and beyond to develop highly customized plans to achieve your goals. More importantly, we never charge for the initial consultation and case review. We only engage our clients on a flat-fee basis after a thorough proposal has been presented clearly outlining the scope of work to be performed by our firm. We want clients to clearly see the cost-benefit ratio of engaging our firm and understand that our fees are an investment with demonstrable return. Often, the fees paid to our firm will be the highest performing asset in your portfolio when viewed as an investment.

Trust in our experienced international tax attorneys to provide the legal guidance and custom-tailored solutions you need. Call (833) 227-8761 to schedule a consultation.

Our Other Services

  • AMT Tax Planning

    Our tax attorneys will help reduce the odds that you'll owe the AMT through proper tax planning.

  • Estate Planning

    Domestic & International trusts, assistance with life planning documents and services for businesses, which include customized retirement plans.

  • Inheritance Tax Planning

    Received an inheritance? Our tax attorneys will help structure a tax efficient strategy that works for you.

  • Pre-Residency Tax Planning

    Before moving to the U.S. make sure that you have all your financial affairs in order. We can help with this process as well.

  • Exit Tax Planning

    Before departing the U.S. it is important to know how you will be taxed upon leaving. Exit tax planning is crucial.

  • Offshore Tax Compliance

    Tax planning for individuals with offshore accounts in other countries. (FATCA).

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.

Wealth Transfer Planning Services

Every family is unique, and we demonstrate our understanding of this by working closely with our valued clients to accomplish their wealth planning goals. Our team has been serving clients in Miami, Washington DC, Orlando, and internationally since 2007. We are proud of our commitment to putting our clients first and helping them meet their financial expectations. Protect your assets and wealth through our comprehensive financial advice and state-of-the-art planning techniques. Our strategies are proven and effective in protecting your long-term interests.

Want to Know More?

For a more in-depth explanation, please watch this video of one of our attorneys explain Estate Planning.

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  • ABC News
  • CBS News
  • U.S. News & World Report
  • The Wall Street Journal
  • International Bar Association
  • Bloomberg Business
  • SMSF Adviser
  • The Sydney Morning Herald
  • Tax Analysts

Experienced Wealth Planners Dedicated to Your Goals

Our team helps high-net-worth clients achieve their financial goals, this often includes the utilization of sophisticated wealth transfer arrangements. We encourage our clients to employee individual teams of professionals to work collaboratively on their wealth transfer plans. Our attorneys work with you and your advisors to establish plans that account for your unique situation and goals.

Our holistic wealth planning approach takes into account your:

  • Long-term and short-term goals
  • Your family's unique situation
  • Business holdings
  • Insurance policies

No two international estate plans are alike. This is why our experienced tax planning professionals help to develop each client's plan uniquely, customizing the plan to the client’s goals and circumstances. Simultaneously, we do our best to ensure that our plans maintain flexibility and adaptability to account for future changes.

Some of the wealth transfer strategies we utilize include:

  • Short-term zeroed-out Grantor Retained Annuity Trusts (GRATs) for appreciating assets
  • Captive insurance companies to extract up to $1.2 million each year tax-free from a closely held family business
  • Intentionally Defective Grantor Dynasty Trusts (IDGTs) for multi-generational planning

Building your family legacy is the work of a lifetime, and we are committed to working with you to accomplish your goals. We provide proactive planning so you and your family are prepared for the future.

Gift Programs & Planning

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.

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.

For the qualified domestic estate planning lawyers you need, call (833) 227-8761 for a case evaluation! We also serve those around the world, with offices located in Washington DC, Miami, Orlando, and Dallas.

Testimonials

    The firm truly defines excellence.

    “Professional and easily accessible, Castro & Co was an absolute pleasure to work with. They offered up timely, insightful counsel to our agency and were extremely responsive. The firm truly defines ex ...”

    - Skyler P.
    I greatly appreciated their attention

    “I greatly appreciated their attention to detail, professional work, and security!”

    - John M.
    Very great company to work with.

    “Very great company to work with. Everyone involved is easy to get along with and understand all your needs. If you choose to do business with Castro & Co, the company will not disappoint you.”

    - Michael H.
    I know I can trust Castro.

    “Other companies don't compare to this one. I know I can trust Castro. When I had questions, they were answered immediately. I'm very happy that I have Castro handling my taxes.”

    - Linda S.
    Their knowledge of tax law and especially international tax situations is the best I have found

    “Their knowledge of tax law and especially international tax situations is the best I have found and have saved several thousand on domestic income as well.”

    - Roger R.
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