Gift & Estate Tax Treaties
The U.S. has gift and estate tax treaties with 17 countries:
- The Netherlands
- South Africa
- 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.