Caio César Morato
Lawyer
Caio Morato is an attorney with over 16 years of experience focused on tax law, dedicating his career to defending taxpayers’ interests. Throughout his professional trajectory, he has worked at renowned law firms, striving to optimize client results through strategic tax planning, as well as the preparation of administrative defenses and complex judicial measures. His work is aimed at ensuring tax compliance and efficiency for his clients, always aligned with market best practices.
Experience
Caio has extensive experience in tax litigation, acting in highly relevant cases before Brazil’s Federal Supreme Court (STF) and Superior Court of Justice (STJ). His expertise ranges from the detailed analysis of tax assessment notices to representation before higher courts, ensuring a robust and well-grounded defense. He is highly experienced in developing procedural strategies for dispute resolution, always seeking the best solution for his clients, whether through settlements or litigation.
In addition, Caio has specialized in estate and succession planning for individuals, with the objective of ensuring the preservation and growth of family wealth, as well as succession planning for family-owned businesses. He advises clients on structuring family holding companies, optimizing the tax burden related to inheritances and donations, and implementing asset protection instruments such as insurance policies and exclusive investment funds. His focus is to ensure the security and longevity of his clients’ assets through tailored and efficient solutions.
Background
- Specialist in Estate Planning from INSPER
- Master’s in International Tax Law from IBDT
- LL.M. in Tax Law from INSPER
- Specialist in Tax Law from IBET
- Bachelor of Laws (LL.B.) from Universidade Paulista