Cross-border Estate Planning

Cross-border Estate Planning

Navigating the complexities of estate planning can be daunting, especially when you have assets or family members in both Canada and the U.S. Our team of experienced cross-border estate planning lawyers can help you create a comprehensive plan that protects your assets and ensures your wishes are carried out smoothly, regardless of the different laws in Canada and the U.S.

We can help you develop a personalized cross-border estate plan that addresses:

  • The Canadian and U.S. tax implications;
  • Asset protection for beneficiaries if they get divorced or separated and from third-party creditors;
  • Minimizing or eliminating U.S. state and Canadian provincial probate tax;
  • Protecting your assets from the U.S. estate tax (the U.S.’s death tax).

Then once your cross-border estate plan is finalized, we can prepare all of the Wills and Trusts for you in one place.

Benefits of Working with Us:

  • Expertise: Our team has extensive experience in cross-border estate planning and is well-versed in the intricacies of Canadian and U.S. estate laws and tax implications.
  • Personalized Approach: We take the time to understand your unique circumstances, goals, concerns and family dynamics, tailoring our strategies to align with your specific needs and preferences.
  • Cross-Border Reach: Our network of Canadian and U.S. legal partners, accountants and financial advisors allows us to provide seamless estate planning solutions across borders, ensuring your assets and family are protected whether they live in Canada or the U.S.

Contact us today to schedule a consultation with one of our experienced lawyers.