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Trusts and Legacy Planning
Recalde Law Firm
How We
Can Help
At Recalde Law Firm, P.A., we design trust structures that help individuals and families protect assets, reduce tax exposure, and pass on wealth with purpose. Located in Miami, we serve a wide range of domestic and international clients — with a strong focus on Latin American families relocating to or investing in the United States — offering personalized solutions that align with both U.S. law and cross-border considerations.
Trusts and Legacy Planning
Why Trust Matter
Trusts are private legal arrangements that offer powerful advantages when properly structured, including:
Avoiding probate and ensuring efficient asset transfers
Reducing estate, gift, and generation-skipping transfer (GST) taxes
Protecting assets from lawsuits, creditors, and marital disputes
Providing long-term control over how and when beneficiaries receive distributions
Managing wealth across multiple jurisdictions and generations
Trusts are not just about tax savings — they are about preserving family intent, governance, and financial stability over time.
Tailored Trust Structures We Offer
Revocable Living Trusts – Avoid probate and provide a smooth transition of control during incapacity or death
Irrevocable Trusts – Move assets out of your estate for tax and asset protection purposes
Dynasty Trusts – Preserve wealth for multiple generations with protections against estate tax and creditor claims
Irrevocable Life Insurance Trusts (ILITs) – Keep life insurance proceeds outside your taxable estate while providing liquidity to heirs
Directed Trusts – Separate investment, distribution, and administrative functions for greater flexibility and control
Specialized Grantor and Non-Grantor Trusts – Structured with income tax optimization in mind for U.S. and foreign beneficiaries
Domestic and Offshore Asset Protection Trusts – Shield assets from risk while retaining long-term oversight.
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Pre-Immigration Trust Planning
For clients who are preparing to become U.S. tax residents, we offer pre-immigration trust planning to:
Shield non-U.S. assets from future U.S. estate and gift taxation
Avoid forced repatriation of foreign holdings
Establish compliant U.S.-recognized trust structures before residency begins
Reduce the impact of Subpart F, PFIC, and Controlled Foreign Corporation (CFC) rules
Coordinate wealth transfer strategies that respect Latin American civil law inheritance traditions while complying with U.S. tax and reporting rules
This area of planning is especially important for families who own foreign trusts, offshore companies, or passive investments and are anticipating a move to the U.S.
Serving Latin American Families with Global Ties
Many of our clients come to us with assets and family members in multiple countries. We regularly advise clients from Mexico, Colombia, Ecuador, Brazil, Argentina, and other Latin American countries on how to integrate their estate planning with the realities of U.S. taxation, immigration, and succession laws.
Whether your goal is to protect family business interests, preserve real estate, or plan for multiple generations, we help you establish the right trust framework — one that balances control, flexibility, protection, and tax efficiency.
Get In Touch
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Recognized, Respected & Recommended
Recalde
Law
Recalde Law, is a Florida-based law firm. Since our founding in 2008, we have maintained a consistent focus on one core goal: working hard to protect the interests of clients.
We take pride in offering skilled legal counsel. We use this experience and professional insight to help clients to feel confident in making informed decisions.
We built our firm on an unwavering commitment to professional ethics, personal service and outstanding results.
Although adept at litigation, we also stress proactive planning and strategic litigation avoidance as an important part of our practice. At every opportunity, we offer practical solutions to our clients by applying the right combination of creativity, innovation, and commitment.
Business Law
Ranging from business structuring and operating documents, to corporate and securities transactions, we are proud of our robust business law and tech legal practice.
Litigation
Whether your matter is a complex, multi jurisdictional dispute, or a straightforward litigation matter, you can count on our firm’s commercial litigation experience.
Real Estate Law
Experienced in litigation matters: easements, quiet title, foreclosure, foreclosure, ejectment, and evictions. Our title company can handle your real estate closing needs.
A Full-Service Business Law Firm
As a small law firm led by experienced business lawyer Rafael Recalde, we offer the adaptability, responsiveness and efficiency you likely won’t find at a large firm.
