Date: Nov 17, 2016 Times: 8:00 AM - 10:00 AM

Open Border - Hidden Risks

Location: Toronto Board of Trade - East Ballroom 1 First Canadian Place

Canada and the United States share one of the most unobstructed borders in the world. Many companies and families are active on both sides of the 49th parallel- establishing businesses, buying properties and planning for the future

Our speakers will discuss many of the factors families and businesses should consider to keep their cross-border activities risk-free.

This seminar is for accountants, business owners, managers, financial advisors and bankers.

There is no charge for this seminar.

8:00 - 8:30     Breakfast & Registration                                                                         8:30 - 10:00   Presentations & Discussion

Topics & Speakers

Moderator: Ari Tenenbaum, Corporate Group, Torkin Manes LLP

Crafting Cross-Border Structures                                                               

Structures for American companies carrying on business in Canada

Navigating complex multi-jurisdictional tax issues

Catherine Nicholson, Tax Group, Torkin Manes LLP

Marc Weisman, Tax Group, Torkin Manes LLP


Cross-Border Estate Planning                                                              

Considerations when appointing a U.S. resident as an executor and trustee, or as an attorney for property                                                                                           

Planning for U.S. estate tax liability                                                                            

Risa Awerbuck, Wills, Trusts & Estates Group, Torkin Manes LLP


U.S. Estate Planning                                                                                               

U.S. trust, estate and tax issues for "Accidental Americans"                              

Potential risks in wills and guardianship matters                                                 

Charles Telford, Canada/Cross-Border Team, Barclay Damon LLP


Renouncing American Citizenship                                                                    

Issues surrounding renunciation of U.S. citizenship for tax purposes                   

Eileen Martin, Canada/Cross-Border Team, Barclay Damon LLP


Cross-Border and Jurisdictional Issues in Family Law                                 

Considerations when structuring agreements related to custody/access, support and property for cross-border families                                                                          

Adam Black, Family Law Group, Torkin Manes LLP