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