Samantha Wu is a cross-border Canadian and US tax, estate planning, and real estate lawyer. She is licensed in Ontario and New York. Samantha’s practice focuses on tax and estate planning for high net-worth individuals, families with assets and/or beneficiaries in both US and Canada, cross border real estate transactions, and U.S. probate and settlement of estate matters. She also has a full Ontario estate and tax planning practice, which includes advising on and implementing wills, trusts, powers of attorney, and the probate and tax considerations in Canadian estate planning.
Samantha’s areas of expertise include providing detailed, personalized tax and estate plan analysis for high-net worth clients which extensively discuss issues and planning considerations for multi-jurisdictional probate, incapacity issues, exposure to U.S. estate tax, planning for deemed-disposition at death in Canada, and implementation of complex wills and trusts. She also advises clients on buying and selling U.S. real estate, on the transactions themselves as well as advising on the cross-border tax consequences, withholding obligations under the Foreign Investment in Property Tax Act (FIRPTA), and income filing obligations. She handles transactions ranging from personal use condominiums to multi-million dollar luxury properties.
Samantha received her law degree from the Benjamin N. Cardozo School of Law at Yeshiva University in New York City in 2010, and was admitted to the New York Bar in 2011. She practiced law in New York before returning to Canada in 2012, and was admitted as a member of the Law Society of Ontario in 2015. Samantha received her Bachelor of Arts degree in psychology from the University of British Columbia in 2007.
Born in Taiwan, Samantha was raised in Vancouver, British Columbia.