Critical Cross-Border Considerations for U.S.-Canada Estate Planning (In Person)

May 21, 2019
Toronto ON

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Critical Cross-Border Considerations for U.S.-Canada Estate Planning   (Video)

OBA Trusts and Estates LAW PROGRAM | 12:30 PM to 2:00 PM

This program is also part of the 2018-2019 Trusts and Estates Planners Passport Series.

With many Canadians holding property in the U.S., or spending time as snowbirds in warm U.S. states, it is critical for Canadian lawyers to be up to speed on key cross-border issues that may impact your clients' estate plans. Join us to explore the essential considerations you need to take into account to better protect your clients, including:

  • Important residency implications
  • How can Canadians protect themselves from U.S. estate tax?
  • Do Canadians with U.S.-situs property require powers of attorney in the U.S.?


PROGRAM CHAIR

Brittany Sud, Fasken Martineau DuMoulin LLP


PROGRAM SPEAKERS

Kevin Gluc, Hodgson Russ LLP
Elise Pulver, Aird & Berlis LLP
Ali Spinner, Crowe Sobermen LLP

PROGRAM DETAILS

Date: Tuesday, May 21, 2019
Time: 12:00 pm Registration and lunch
12:30 pm - 2:00 pm Program followed by Q & A period
Location: OBA Conference Centre
20 Toronto Street, 2nd Floor | Toronto, ON | M5C 2B8
 

PROGRAM PRICE

CBA Member: $68* | CBA Student Member: $35* | Non-Member: $115*

*plus applicable taxes

 

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CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org