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David A. Altro Blog Series: Owning U.S. Property the Canadian Way – Florida Probate and Your Estate is Frozen

Probate is the legal procedure before the county probate court where the property is located. Probate is expensive, time-consuming and freezes the estate. It is a public procedure.

| October 2nd, 2019|Categories: All, Cross Border Estate Planning, Cross Border Tax & Estate Planning Blog, David A. Altro, Estate Planning|Tags: , , , |Comments Off on David A. Altro Blog Series: Owning U.S. Property the Canadian Way – Florida Probate and Your Estate is Frozen

State Income Tax on Trust Beneficiaries

A recent United States Supreme Court decision has serious implications regarding state income tax on trust beneficiaries.

| September 10th, 2019|Categories: All, Avi Guttman, Cross Border Tax & Estate Planning Blog, Estate Planning|Tags: , , , |Comments Off on State Income Tax on Trust Beneficiaries

How to Get a Green Card: Changes to the EB-5 Immigrant Investor Program

On July 23rd, 2019 the United States Citizenship and Immigration Services (USCIS) announced several very important changes to the EB-5 Green Card process. The following is an extract from the USCIS service.

| September 10th, 2019|Categories: All, Cross Border Tax & Estate Planning Blog, David A. Altro, Immigration, In the News|Tags: , , , , , , |Comments Off on How to Get a Green Card: Changes to the EB-5 Immigrant Investor Program

Globe & Mail – If your child lives in the U.S., it may be time to revise your will

David Altro, Matt Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article titled “If your child lives in the U.S., it may be time to revise your will” examines six essential hurdles that Canadian citizens will have to overcome when appointing American resident children as executor of their will.

| June 17th, 2019|Categories: All, Cross Border Estate Planning, Cross Border News, David A. Altro, Matt C. Altro, Zaina Kottis|Tags: , , , , , , , |Comments Off on Globe & Mail – If your child lives in the U.S., it may be time to revise your will

CJAD Radio – Americans Living in Canada

On the May 2019 CJAD Dollars & Sense radio show, David Altro & Matt Altro reviewed some estate & tax planning considerations for Americans living in Canada.

| June 3rd, 2019|Categories: All, David A. Altro, Matt C. Altro, On the Radio|Tags: , , , , , , , |Comments Off on CJAD Radio – Americans Living in Canada

Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada

Matt Altro and David Altro were asked to prepare a special for The Globe and Mail titled “Four Tax and Other Financial Considerations for Americans Moving to Canada” which provided an overview of some key issues that Americans moving to Canada should consider.

| April 1st, 2019|Categories: All, Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, David A. Altro, Immigration, Matt C. Altro|Tags: , , , , |Comments Off on Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada

CJAD Radio – 2019 Cross-Border Planning

In the January 2019 CJAD radio show, David Altro discusses helpful 2019 cross-border planning tips for snowbirds & issues for Americans living in Canada.

| January 29th, 2019|Categories: All, David A. Altro, On the Radio|Comments Off on CJAD Radio – 2019 Cross-Border Planning

Advisor’s Edge – Planning considerations for Canadians selling U.S. real estate

David A. Altro & Samantha Wu published in Advisor’s Edge on the planning considerations for Canadians selling U.S real estate. Read this article to learn more.

| January 17th, 2019|Categories: All, Cross Border News, Cross Border Tax & Estate Planning Blog, Samantha Y.F. Wu|Tags: , , , |Comments Off on Advisor’s Edge – Planning considerations for Canadians selling U.S. real estate

David A. Altro Interview: The Globe & Mail – Prenup: Romance killer or wealth protector?

David A. Altro was interviewed by Marjo Johne of the Globe & Mail, David discussed the importance of establishing a prenuptial agreement.

| January 7th, 2019|Categories: All, David A. Altro, Estate Planning, Publication|Tags: , , , |Comments Off on David A. Altro Interview: The Globe & Mail – Prenup: Romance killer or wealth protector?

Announcement: Samantha Wu Admitted to Partnership at Altro LLP

We are very pleased to announce that Samantha Wu has been admitted to Partnership at Altro LLP effective January 1st, 2019.

| January 4th, 2019|Categories: All, Samantha Y.F. Wu|Tags: , |Comments Off on Announcement: Samantha Wu Admitted to Partnership at Altro LLP