Offshore Private Placement Life Insurance
Sophisticated International Tax Planning
Private Placement Life Insurance is a sophisticated tax product that is essentially an investment portfolio inside of a life insurance policy. By building an investment portfolio inside of an insurance policy in a regulatory-friendly jurisdiction like Luxembourg, our high net worth clientele are able to transfer the entire appreciated value of the portfolio to their heirs with no form of taxation whatsoever.
Discover if this option is best for you by getting in touch with our skilled international tax planning attorneys at Castro & Co. It is never too early to begin planning for the future. We have offices in New York, Los Angeles, Chicago, Washington DC, Miami, and Dallas, and we represent clients around the world.
Castro & Co. has been helping countless families for years navigate the complexities of creating a sound and legally binding life insurance plan. As your estate planning partner, you can trust that we have the experience and qualifications to properly draft a life insurance plan that best suits all your legal needs.
We take the time to listen to your goals and educate you on the different options available to you in an effort to help you make informed decisions about how life insurance can enhance your estate plan. Our life insurance planning attorneys are also committed to doing everything they can to ensure that any life insurance utilized in your estate plan stays up to date allowing collection by your family to be a seamless process.
Call now at (833) 227-8761 to schedule a free initial consultation.
“The firm truly defines excellence.”- Skyler P.
“Very great company to work with.”- Michael H.
“I know I can trust Castro.”- Linda S.