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
October 17, 2024
Estate Planning Update 2024
Christine M. Muckle
Genevieve N. Taylor
Wills Estates and Trusts » Estate planning, Tax issues
Slides: It’s a Small World: Planning for International Connections Paper: It’s a Small World: Planning for International Connections
November 3, 2022
Estate Planning Update 2022
Wills Estates and Trusts » Estate planning, Tax issues, Practice
Slides: US Estate and Gift Taxes Paper: Straddling the Border
November 5, 2020
Estate Planning Update 2020
Wills Estates and Trusts » Estate planning, Multijurisdictional estates, Tax issues, Trust planning, Wills
Slides: Straddling the Border: Select U.S. and Canadian Tax and Estate Planning Considerations Paper: Straddling the Border
November 15, 2018
Estate Planning Update 2018
Tax » Wills, estates and trusts tax issues Wills Estates and Trusts » Estate planning, Multijurisdictional estates, Tax issues, Trust planning
Paper: U.S. Expatriation and Other Cross-Border Planning Tools
October 6, 2016
Estate Planning Update 2016
Tax » Wills, estates and trusts tax issues Wills Estates and Trusts » Multijurisdictional estates, Tax issues
Paper: Canada - U.S. Cross Border Estate Planning—