Charlotte A. Castillo is an estate planning attorney with more than seven years of experience advising high-net-worth individuals and families on complex estate and trust matters. Her practice includes sophisticated wealth transfer strategies, federal and state tax planning, and representation of trustees and beneficiaries in matters involving substantial assets and multigenerational planning objectives. She regularly counsels clients on advanced estate planning techniques designed to minimize estate and gift tax exposure while furthering their philanthropic priorities and family legacy goals. Charlotte also guides clients through all aspects of trust administration, helping to ensure a decedent’s lifetime goals and family legacy objectives are fulfilled.
Beyond her technical experience, Charlotte is known for her collaborative approach and meticulous attention to detail in addressing the personal aspects of wealth transfer. She recognizes that effective estate planning requires balancing complex tax considerations with each family’s unique dynamics.
Charlotte is actively engaged in professional development and community service. She serves on the Young Professionals Board at Ascend Justice, supporting the organization’s mission of providing legal services to underserved communities.
When she is not advancing her clients’ goals, Charlotte enjoys spending time with her family and pets. She is an avid reader, and her passion for travel has taken her to many destinations around the world.
Bar Admissions
Education
Community Service
