Estate Planning

It is vital to have a skilled team of advisors who can ensure you have firm plans in place for you and your family’s succession, estate and protection.

At Arthur & Castillo we can help you prepare your private wealth matters in a way that your decisions, medical care, money and property are properly set up to avoid unnecessary taxes and waiting periods.

We work with estate planning alternatives and a full range of domestic and cross-border planning to develop client’s personal goals in a tax efficient manner.

Our Support Area in Estate Planning

  • Multi-jurisdictional assets or family situations
  • Family and business trusts
  • Develop and structure private foundations and charities
  • Guide donors, charities, charitable foundations and not-for-profits on the implications of various gifting and investment strategies
  • Marriage, prenuptial and civil-union agreements
  • Plan, write and advise on wills
  • Protecting a disabled relative or child.
  • Form and advice on business trusts, corporations and trust companies
  • Plan and advise on domestic, national and international tax issues
  • Healthcare Power of Attorney


Find out about our Services and Contact Us at [email protected]