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.
