our 10th year
blog anniversary
Canadians with connections to the U.S., including those who own U.S. assets or have family south of the border, watched with interest as the American Taxpayer Relief Act of 2012 (“ATRA”), became law in early January 2013. The ATRA answered important questions about the future of U.S. transfer taxes, including
An increasing number of individuals have connections to more than one jurisdiction which can significantly affect their estate planning. In this Blog post, we explore a few special issues and considerations that need to be factored in estate planning to ensure a comprehensive and effective estate plan where there is
Many Canadians own shares of U.S. publicly traded corporations and other U.S. securities which they may not know can expose them to significant U.S. estate tax on their death and require their executors to file a U.S. estate tax return and pay any U.S. estate tax due. Pursuant to the
We increasingly see use of the term “trusted advisor”, particularly in the arena of financial and estate planning services. But what is a “trusted advisor” as opposed to someone simply providing advice? At its root I would submit is the requirement that a trusted advisor acts in the best interests
A warm welcome to our inaugural blog post. In our future posts, we hope to provide concise, cogent and creative thoughts, ideas, perspectives and information on trust and estate matters, with a focus on cross-border, multi-jurisdictional and domestic issues. Over the next while, we will deal with a number of
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