Cross-Border Estate Planning Lawyers Serving Canadians and Americans in Ontario
Does your estate plan have a U.S. connection? Cross-border estate planning requires the skill and knowledge of a qualified lawyer with expertise in resolving these complex issues.
At the Toronto, Ontario, law firm of O'Sullivan Estate Lawyers, we provide tailored solutions to clients who have a U.S. affiliation and cross-border estate planning issues working with U.S. estate planning advisors. Our founder, Margaret O'Sullivan has provided estate planning guidance and advice to families in Canada and the United States since 1983. Susannah Roth and Claudia Sgro are also part of the estate planning team.
Resolving Canada-U.S. Cross-Border Estate Planning and Succession Issues
As an internationally recognized firm which frequently deals with clients with multi-jurisdictional issues, our legal team can provide you with advice regarding your cross-border estate planning needs. For instance, all or part of your estate may be subject to U.S. estate tax if:
- You, your children, your spouse or one of your beneficiaries are domiciled in the U.S.
- You own real estate or personal property located in the U.S. or other U.S. situs property, including shares of U.S. corporations
- You are a U.S. citizen residing in Canada
There is a special treaty between Canada and the U.S. which provides various types of relief from double taxation on death. We can help you understand how U.S. estate tax could affect your estate planning and how to minimize taxation in both jurisdictions through careful specialized estate planning. For instance, a special trust to benefit your family members may in certain cases minimize U.S. estate tax and protect your wealth.
If you are a U.S. citizen living in Ontario or a Canadian with U.S. connections, including owning property in the U.S., our estate planning lawyers will work with you to develop an appropriate estate plan to co-ordinate and integrate U.S.-Canada taxation. For more information about our cross-border estate planning services and our Ontario lawyers of O'Sullivan Estate Lawyers, contact our law firm at 888-365-6235.
