International Estate Planning with Treaties Individuals

Treaty-Based International Estate Planning Attorneys

Proudly Serving Clients from Cross Border Families Worldwide

At Castro & Co., we strive to assist all types of international families. These include cross-border families and expat families in the United States and abroad. Additionally, U.S. citizens who are married to a non-citizens and non-citizen individuals who are investing in the country utilize our sophisticated treaty-based international estate planning to protect their significant assets.

The team at Castro & Co. is well-versed in the legal complexities of international estate planning and can craft a cross-border estate plan specifically tailored to your needs and goals. With Castro & Co. by your side, we can walk you through each step of the planning process and help you understand your rights and opportunities so you will be able to make smart and informed decisions for you and your family.

Since opening our doors, our firm has always put our clients first. As your legal counsel, you can trust that we are prepared to do everything to resolve any tax issues and ensure that your assets are protected.

For more information about how our firm can assist you in this complex legal matter, schedule an initial consultation when you call (833) 227-8761 today.

  • 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

Gift & Estate Tax Treaties

The U.S. has gift and estate tax treaties with 17 countries:

  • Australia
  • Austria
  • Belgium
  • Canada
  • Denmark
  • Finland
  • France
  • Germany
  • Greece
  • Ireland
  • Italy
  • Japan
  • The Netherlands
  • Norway
  • South Africa
  • Switzerland
  • United Kingdom

Gift and estate tax treaties provide unique planning opportunities to individuals that are citizens of, domiciled in, or have assets in that treaty country. Some gift and estate tax treaties have binding sourcing rules with regard to stock in a corporation. This provides synthetic re-sourcing opportunities through the use of offshore “blocker” corporations to avoid the U.S. estate tax.

For more information and arrange an initial case evaluation, call (833) 227-8761! Our treaty-based international estate planning attorneys at Castro & Co. serve clients worldwide from office locations in Washington DC, Miami, Dallas, and Orlando.

Contact Our Team Today

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