12:00 - 1:00 pm ET

CBA Wills, Estates, and Trusts Section & CBA Real Property Section Brown Bag

Many Canadians own or are considering acquiring real and/or personal property in Mexico. Our experienced panelist, who practises at a national firm in Mexico will discuss what you need to know to advise your clients who hold such assets.  How is title held for Mexican real estate owned by Canadians? What are the requirements and best practices to deal with such assets from estate planning and estate administration perspectives, including cross-border inheritance tax issues and possible withholdings? Panelists will also discuss key factors when dealing with the purchase, sale or financing of such assets during the client’s lifetime.

Speakers:

Sergio Guerrero, Guerrero Santana (Jalisco, Mexico)
Mauricio Ramos, Guerrero Santana (Jalisco, Mexico)

Moderator:

Amy MacAlpine, Chair of the CBA Wills, Estates and Trusts Section, Hummingbird Lawyers LLP (Vaughan, ON) 
James Profit, Chair of the Real Property Section, Cox & Palmer (Summerside, PE)