Cross-Border Estate Planning

CROSS-BORDER ESTATE PLANNING
FOR U.S. CITIZENS IN CANADA

Need some guidelines for setting up your estate, taking into account the dual-country tax implications for American citizens in Canada?  Trying to make sure to leave your family a trouble-free legacy?  Join us on Monday, October 6, at 7PM Eastern (4PM Pacific) to benefit from the expertise of professional lawyers on the following topics:

• Common cross-border estate planning traps
• Overview of Canadian tax at death
• Overview of US tax at death
• How wills work in both countries
• Giving to charity 
• Inheriting from US parents
• Trusts - what they are and how they work

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/

Tanya Bartucz is a cross-border trust and estates lawyer  focusing on Ontario resident clients and working closely with the firm’s tax lawyers to implement tax efficient cross-border estate plans. She has practiced Ontario estate law and administration for over 15 years.

Tanya has practiced complex commercial litigation at Sidley Austin LLP in New York and Osler Hoskin & Harcourt LLP in Toronto. She holds a Masters degree in Chemistry from the University of Toronto and a JD from Harvard Law School. She is admitted to practice law in New York and Ontario.

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 do important work to defend democracy.