/David A. Altro

David A. Altro

11 12, 2019

Globe & Mail – U.S. tax-filing requirements that Americans living in Canada should know

David Altro & Avi Guttman published in the Globe and Mail on the US tax filing requirements that Americans living in Canada should know.

4 12, 2019

CJAD Radio – How to Leave your Estate to US Resident Children

In a recent CJAD 800AM Dollars & Sense radio show which aired on November 27, 2019, our Managing Partner David A. Altro and our Partner Bradley R. Thompson had the opportunity to sit down with Kelly Alexander. Together they examined several estate & tax planning issues for Canadians leaving their estate to their U.S. resident children.

19 11, 2019

David A. Altro Blog Series, Part 2: Owning U.S. Property the Canadian Way – The Cross Border Trust, Your Solution for Certain Issues

The solution to the probate problem is something I call the Cross Border Trust (CBT). It takes care of many of the other cross border legal issues, too.

28 10, 2019

Globe & Mail – Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know

David Altro, Matt Altro, and Alessandro Tortis were invited to prepare a special for The Globe and Mail, which was published on October 28, 2019. Their article titled “Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know” the article provides an overview of dual Canadian & American citizenship, expatriation, and the process for renouncing U.S. citizenship.

2 10, 2019

Globe & Mail – Snowbirds, here’s how to avoid probate on U.S. Sunbelt properties

David Altro, Matt Altro, & Avi Guttman prepared a special article for The Globe & Mail “Snowbirds, here’s how to avoid a probate on U.S. Sunbelt properties”

2 10, 2019

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.

10 09, 2019

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.

6 09, 2019

Globe & Mail – How to Get an ‘A’ in Cross-Border Education Planning

We are very excited to announce that Matt Altro and David Altro were invited to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article titled “How to Get an 'A' in Cross-Border Education Planning” examines and provides insight into the complicated tax implications that arise when investing in a Canadian Registered Education Savings Plan ("RESP") for both U.S. citizens living in Canada and Canadians moving to the U.S.

17 06, 2019

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.

3 06, 2019

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.