/Estate Planning

Estate Planning

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.

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

State Income Tax on Trust Beneficiaries

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

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.

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.

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.

16 02, 2017

Trump’s US estate tax promise & leaving assets to an American

Will Trump make good on his promise to repeal US estate tax? How do these anticipated changes affect Canadians leaving assets to kids living in the US?

3 05, 2016

Clinton vs. Trump: The US Presidential Frontrunners’ Platforms on Immigration, Tax & Health Care and their Potential Impact on Canadians

In February, I discussed the leading presidential candidates’ positions on tax and health care on CJAD 800AM, reviewing the platforms of Bernie Sanders, Hillary Clinton, Ted Cruz and Donald Trump. Last week, The Atlantic published a US presidential race cheat sheet with a byline stating that November’s presidential race will most likely be run by Hillary [...]

24 09, 2015

The Challenges of Localization with Cross Border Employee Relocation

In our globally connected world with the competition for foreign talent becoming ever fiercer, global mobility is on the rise. Recognizing the need to develop global leadership, many companies are sending key employees on international assignments, leading to an increase in expatriate populations all over the world. One of the main challenges for companies with expatriate [...]

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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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