Log in or register
Share on LinkedInShare on LinkedIn

VIDEO · 28 MARCH 2023

Webinar: Navigating The Cross-Border Highway: A Roadmap For Canada-U.S. Estate Planning And Administration

O'Sullivan Estate Lawyers LLP
Explore more from O'Sullivan Estate Lawyers LLP

Join this webinar from O'Sullivan Estate Lawyers LLP to stay on top, be able to spot the issues and understand the complicated cross-border challenges that arise when Canadians and Americans have connections to each other's jurisdiction, including assets, citizenship, residency and beneficiaries.

GlobalWealth Management
Marly Peikes
Marly Peikes
Author LinkedIn connections

There is increasing connectivity and movement of individuals and their assets between Canada and the U.S.: children relocate on either side of the border, often after pursuing higher education in the other country, U.S. residents move to Canada to work or retire and vice versa, or residents on either side of the border purchase a recreational property – a Florida or Arizona home for many Canadians, or a cottage property or ski chalet in a Canadian province for many Americans.

Navigating the issues that arise in cross-border estate planning and administration is complicated given the very different tax and legal regimes on either side of the border. Missed turns or taking the wrong route often occurs because of a lack of skilled guidance and direction in planning or administering an estate with cross-border issues.

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

Related Articles

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

See more popular content from

Article

2004 Ontario Budget: Limited Liability Legislation for Income Funds

The 2004 Ontario budget, announced today, confirms that the Ontario government will propose technical legislation to clarify that investors in publicly traded trusts will not be liable for the activities of the trust. This is consistent with the announcement included as part of the <I>2003 Ontario Economic Outlook and Fiscal Review</I> released on December 17, 2003 by Finance Minister Greg Sorbara
CanadaWealth Management
Goodmans LLP
Goodmans LLP
Article

Registered Disability Savings Plans: What You Should Know

Registered Disability Savings Plans offer eligible Canadians a powerful tool to build tax-deferred savings for life after 60, complete with government matching grants up to $70,000 and bonds up to $20,000. Despite these significant benefits, only one-third of eligible Canadians have opened an RDSP. Understanding how these plans work, including contribution limits, withdrawal rules, and eligibility requirements, can help individuals with disabilities secure their financial future.
CanadaWealth Management
Gluckstein Lawyers
Gluckstein Lawyers
Article

Canadian-Australian Pension Funds Investment Initiative: Cross-investment To Strengthen A Natural Partnership

The Canadian-Australian Pension Funds Investment Initiative establishes a groundbreaking framework for cross-border pension fund investment between two of the world's most sophisticated pension markets. This analysis examines the policy barriers, regulatory considerations, and opportunities for deploying long-term infrastructure capital across both jurisdictions, including asset recycling strategies and sectoral dimensions.
CanadaWealth Management
Dentons Canada LLP
Dentons Canada LLP