Estate Planning for U.S. Citizens in Canada

How can you go about establishing your estate, taking into account the dual-country tax implications for American citizens in Canada?  What is a trust, and why might you want to consider setting that up?  When someone dies, how is the inheritance taxed in the U.S and Canada?  What can you do to leave your family as trouble-free a legacy as possible?

Please join us on Wednesday, 16 September at 8PM Eastern (5PM Pacific) when we'll hear from Jonah Spiegelman of Polaris Tax Counsel on the intricacies of estate planning, followed by what is sure to be a lively Q & A period.  Bring your questions, and we'll try to find some answers.

(Please be advised that the presenter cannot provide detailed advice tailored to your exact situation without a more detailed individual consultation.)

 

Jonah Spiegelman is a cross-border tax and estate planning lawyer helping individuals and families navigate the complex legal and tax issues that come with having ties to both Canada and the United States.  He has years of experience advising clients on everything from estate planning and trusts to business structures and migration planning.  Before joining Polaris Tax Counsel, Jonah led the international tax practice at a regional firm in Vancouver, and ran his own boutique practice helping high-net-worth clients with cross-border planning, U.S. tax compliance, and estate administration. Jonah is a licensed attorney in British Columbia and California, and holds degrees from the University of British Columbia (J.D. & M.A.) as well as the University of Oregon (B.Sc.).

 

 

 

WHEN

Wednesday, September 16, 2026 at 08:00 PM Eastern Time (US & Canada) Time

WHERE

Virtual
Oakville, ON
Canada
Google map and directions

CONTACT

Sue Kronenfeld
[email protected]