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Estate Planning

9 10, 2020

Globe & Mail – Snowbirds, COVID-19 and what to do with your sunbelt property

Globe & Mail - Snowbirds, COVID-19 and what to do with your sunbelt property  October 5, 2020 We are very pleased to share that partners David A. Altro and Bradley Richard Thompson were asked to prepare a special for The Globe and Mail, which was published on October 20, 2020. Their [...]

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22 08, 2020

How Donald Trump is driving Americans to renounce their citizenship

How Donald Trump is driving Americans to renounce their citizenship August 2020 He may not have built his “beautiful wall”, but Donald Trump is doing an A+ job of keeping people, including his own citizens, out of the US. Record numbers of people are giving up their US citizenship, according [...]

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22 04, 2020

Virtual Witnessing of Wills and Powers of Attorney in Ontario

In Ontario, the rules relating to the execution of Wills are set out in the Succession Law Reform Act (“SLRA”) , which states that, subject to limited exceptions (such as holograph Wills, which are Wills made entirely in the testator’s handwriting, or Wills made by certain members of the Canadian Forces, naval, land or air force or sailors while on active duty), in order for Wills to be valid, they must be signed by the testator (or on their behalf) in the presence of two independent adult witnesses.  The rules relating to the execution of Powers of Attorney in Ontario, as set out in the Substitute Decisions Act (“SDA”), also require that Powers of Attorney be signed by the grantor in the presence of two witnesses.

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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.

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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”

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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.

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10 09, 2019

State Income Tax on Trust Beneficiaries

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

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7 01, 2019

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.

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18 10, 2018

“Re Milne” case affects multiple-will planning to avoid Ontario probate

The “Re Milne” case affects multiple-will planning targeting at avoiding Ontario probate tax. Learn if you are affected by the judgement passed in October 2018.

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21 04, 2017

“If I die, my spouse will get everything”

This blog outlines the consequences of dying without a Will in Ontario and whether and how much a spouse will inherit under Ontario law.

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Owning U.S Property – The Canadian Way, 3rd Edition by David A. Altro

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Americans Living In Canada – Smile, The Irs Is Watching You By David A. Altro And Jonah Z. Spiegelman

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Add to Calendar 01/18/2018 12:30 PM 01/18/2018 01:30 PM America/Toronto Altro LLP / MCA Cross Border Advisors – Webinar: Immigration, Cross Border Tax and Financial Planning Strategies Our first complimentary online webinar in 2018 will be presented on January 18 at 12:30pm ET. An announcement for the full 2018 webinar schedule will be made mid-January. The webinar titled “Immigration, Cross Border Tax and Financial Planning Strategies” is targetted for professionals immigrating to the US with the H1-B visa and Human Resources professionals who work with relocated employees. The one-hour webinar is open to all professionals and is being presented at no charge. Our featured speakers from ALTRO LLP and MCA Cross Border Advisors Inc. will discuss the many topics listed below, which include H1-B visa facts and processes and information about employees relocating to the US. Spaces are limited and advance registration is required. Location of the event

 

 

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