Owners, Settlors, and Trustees
We advise US citizens or residents who are settlors, owners, trustees and beneficiaries of Canadian trusts and estates, and vice versa.
We can advise the beneficiaries and trustees of foreign trusts, whether they be foreign to the U.S. or to Canada.
Decedents leaving behind property
We can assist with Canadian and US estate reporting and taxation for Canadian decedents with US property and vice versa.
Passing away on foreign soil
We can assist with tax matters pertaining to US citizens and long-term green card holders who passed away in Canada and vice versa.
Crossborder Estate Planning
We can advise on how to structure and plan estates and trusts, taking into consideration crossborder tax issues.
Assistance with documents
We can take care of obtaining documents from tax authorities, such as IRS closing letters, tax clearance certificates, US residency certificates, and others.
Articles on the Taxation of Estates and Trusts
Where to find us
4-209 Speers Road
Oakville, ON, L6K 0H5
Meetings are by appointment only.
Phone: +1 855 640 1730
Fax: +1 855 662 1232