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Goodmans News & Events

When Your Estate Planning Crosses the Border

May-31-2017

Lawyer Maureen Berry, Emily Hubling
Area Personal Tax & Estates

Details

Schedule:

8:00 - 8:30 a.m. - Breakfast/Networking
8:30 - 9:30 a.m. - Program

In an increasingly globalized world, it has become commonplace for individuals to hold multiple citizenships and have assets in more than one country. Many Canadians hold dual U.S. citizenship, have a vacation home in the U.S., or have significant U.S. investments. Where there are assets in, or connections to, other jurisdictions, specialized estate planning is often required.

Join Goodmans’ partner Maureen Berry and Carol Fitzsimmons of Hodgson Russ LLP to discuss estate planning for individuals with U.S. connections, including:

  • Planning for Canadians who hold property or other assets in the U.S.
  • Planning for Canadians with U.S. citizenship, or with U.S. citizen family members
  • Integration of Canadian and U.S. estate planning
  • Expected and potential changes to the U.S. estate tax under the new U.S. administration
  • Compliance matters related to cross-border holdings

Moderator:
Emily Hubling, Goodmans LLP

Panellists:
Maureen Berry, Goodmans LLP
Carol Fitzsimmons, Hodgson Russ LLP

Register here

Members of Ontario Bar:
This session will be eligible toward the substantive hours of the LSUC's annual CPD requirement.