Cheyenne J.H. Reese
Cross Border Planning [50min] Ethics Time: 10min

Date:

May 14, 2025

Course:

Tax Intricacies for the Estate and Trust Practitioner 2025

Contributor(s):

Cheyenne J.H. Reese

Wills Estates and Trusts » Estate planning, Tax issues, Trust planning

Presentation Content:

Slides: Cross-Border Planning: Selected Topics, with a Focus on U.S. Issue
Paper: Cross-Border Planning: Selected Topics, with a Focus on U.S. Issues

It's a Small World: Planning for International Connections [1h 1min] Ethics Time: 5min

Date:

October 17, 2024

Course:

Estate Planning Update 2024

Contributor(s):

Christine M. Muckle

Cheyenne J.H. Reese

Genevieve N. Taylor

Wills Estates and Trusts » Estate planning, Tax issues

Presentation Content:

Slides: It’s a Small World: Planning for International Connections
Paper: It’s a Small World: Planning for International Connections

US Estate and Gift Taxes [58min] Ethics Time: 5min

Date:

November 3, 2022

Course:

Estate Planning Update 2022

Contributor(s):

Christine M. Muckle

Cheyenne J.H. Reese

Wills Estates and Trusts » Estate planning, Tax issues, Practice

Presentation Content:

Slides: US Estate and Gift Taxes
Paper: Straddling the Border

Straddling the Border [50min] Ethics Time: 0min

Date:

November 5, 2020

Course:

Estate Planning Update 2020

Contributor(s):

Christine M. Muckle

Cheyenne J.H. Reese

Wills Estates and Trusts » Estate planning, Multijurisdictional estates, Tax issues, Trust planning, Wills

Presentation Content:

Slides: Straddling the Border: Select U.S. and Canadian Tax and Estate Planning Considerations
Paper: Straddling the Border

US Expatriation and Other Cross-Border Planning Tools [53min]

Date:

November 15, 2018

Course:

Estate Planning Update 2018

Contributor(s):

Christine M. Muckle

Cheyenne J.H. Reese

Tax » Wills, estates and trusts tax issues
Wills Estates and Trusts » Estate planning, Multijurisdictional estates, Tax issues, Trust planning

Presentation Content:

Paper: U.S. Expatriation and Other Cross-Border Planning Tools

Canada/U.S. Cross Border Tax Issues [38min]

Date:

October 6, 2016

Course:

Estate Planning Update 2016

Contributor(s):

Cheyenne J.H. Reese

Tax » Wills, estates and trusts tax issues
Wills Estates and Trusts » Multijurisdictional estates, Tax issues

Presentation Content:

Paper: Canada - U.S. Cross Border Estate Planning—