CROSS-BORDER ESTATE PLANNING

THE BASICS OF CROSS-BORDER ESTATE PLANNING
FOR CANADIAN RESIDENT U.S. CITIZENS

Confused about how to set up your estate, taking into account the dual-country tax implications for American citizens living in Canada?  Concerned about how to leave your family a trouble-free legacy?  Join us on Wednesday, August 28, at 7PM Eastern (4PM Pacific) to hear the expertise of professional lawyers covering the following topics:

• What is a will and how do I get it to work in both countries?
• Overview of Canadian tax at death
• Overview of US tax at death
• Giving to charity 
• Inheriting from US parents
• Trusts - what they are and how they work
• Top 10 cross-border estate planning traps

Max Reed is a cross-border tax lawyer at Polaris Tax Counsel in Vancouver Canada. He focuses on tax and estate strategies for those with tax issues that span the Canada-US border. Specifically, he helps clients across North America with their tax and estate planning needs, renouncing US citizenship, and getting caught up on overdue taxes. 
Read more about Max here -> https://polaristax.com/max-reed/

Kirsten Wharton is a cross-border estate lawyer at Polaris Tax Counsel in Vancouver Canada. Her focus is on cross-border estate planning for US citizens in Canada, US residents with Canadian real estate, Canadians with children in the US, and Canadians who own US real property.
Learn more about Kirsten here -> https://polaristax.com/kirsten-wharton/

Don't miss this opportunity to learn from experts in the field; RSVP now!

Did you know Democrats Abroad Canada is a 100% volunteer, 100% self-funded organization, and the work we do for getting out the vote from Americans living across Canada is only possible through the support of our members. Your generous donation, whether small or large, will be greatly appreciated to help us mobilize American voters in Canada!