Critical Cross-Border Considerations for U.S.-Canada Estate Planning (Archived Video Stream) 

May 21, 2019
Toronto Online

OBA Trusts and Estates LAW PROGRAM | Original Program Date: May 21, 2019

With many Canadians holding property in the U.S., or spending time as snowbirds in warm U.S. states, it is critical for Canadian lawyers to be up to speed on key cross-border issues that may impact your clients' estate plans. Join us to explore the essential considerations you need to take into account to better protect your clients, including:

  • Important residency implications
  • How can Canadians protect themselves from U.S. estate tax?
  • Do Canadians with U.S.-situs property require powers of attorney in the U.S.?


PROGRAM CHAIR

Brittany Sud, Fasken Martineau DuMoulin LLP


PROGRAM SPEAKERS

Kevin Gluc, Hodgson Russ LLP
Elise Pulver, Aird & Berlis LLP
Ali Spinner, Crowe Sobermen LLP

PROGRAM DETAILS

For 1 to 3 Participants CBA Member: $50*
Non-Member: $80*
For 4 or more Participants CBA Member: $75*
Non-Member: $145*

*plus applicable taxes

 

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