About Charlotte A. Castillo
High-net-worth individuals trust Charlotte Castillo to keep their priorities in mind when protecting their estates, administering trusts, and handling probate and sophisticated planning documents.
Protecting family legacies with precision, care and clear counsel
Charlotte offers compassionate guidance to clients navigating situations that require both technical proficiency and an understanding of the complex emotions surrounding estate administration.
Charlotte is known for rigorous, detail-oriented analysis and for moving stalled administrations forward, whether the holdup is a disputed distribution or an unresponsive co-fiduciary. Charlotte gravitates toward this area because it rewards precision and empathy in equal measures.
Charlotte also sits on the Young Professional Board for Ascend Justice, which aims to empower those who experience gender-based violence through legal support.
Practice Focus
- Business succession planning
- Estate and succession planning
- Private wealth
