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

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 Sunday, March 2, at 3PM Eastern (noon Pacific) to benefit from the expertise of professional lawyers on the following topics:

• Top 10 cross-border estate planning traps
• How wills 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

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!

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