Cross Border Tax and Estate
Planning for Canadians

Planning for the transfer of assets on death requires careful consideration of the tax consequences that may arise. Our team will analyze the different tax consequences that may apply in respect of various asset classes such as registered plans, non-registered investments, corporate assets, real estate and personal property.

Cross Border Tax Planning for Canadians Moving to the U.S.

Canada to Arizona was established to provide Canadians a trusted one stop resource to comprehensive cross border tax and estate planning. If you live a cross border lifestyle, we highly recommend speaking to our cross border tax experts to ensure you have a well structured estate plan to eliminate any future tax issues.

Cross Border Estate Planning for Canadians

ESTATE PLANNING

Our estate planning team possesses a wide range of experience in all aspects of cross border planning for wills, trusts and estates. Our estate planning team, licensed in both Canada and the U.S., provide individuals, families and business clients with comprehensive advice customized to their specific needs to ensure the smooth transfer of assets to the next generation including reducing or eliminating U.S. probate fees and minimizing or deferring tax on capital gains, income splitting through the use of spousal and testamentary trusts as well as optimizing wills to enable charitable giving.

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THE RISKS

Without proper planning, a Canadian taxpayer’s estate may encounter a host of legal issues if he or she has the wrong structure, such as an LLC or Land Trust. These include the application of probate, expense and delay in selling a U.S. property estate, triggering capital gains tax which may have been deferred and/or guardianship issues for minor children. Our team will not only develop the best cross border estate plan but will also draft all documents and register deeds transferring U.S. properties into cross border trusts, limited partnerships or corporations, therefore avoiding the dreaded double taxation.

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Tax Planning for Canadians Moving to the U.S.
Tax Planning for Canadians Moving to the U.S.

THE RISKS

Without proper planning, a Canadian taxpayer’s estate may encounter a host of legal issues if he or she has the wrong structure, such as an LLC or Land Trust. These include the application of probate, expense and delay in selling a U.S. property estate, triggering capital gains tax which may have been deferred and/or guardianship issues for minor children. Our team will not only develop the best cross border estate plan but will also draft all documents and register deeds transferring U.S. properties into cross border trusts, limited partnerships or corporations, therefore avoiding the dreaded double taxation.

Request a Consultation

Our Cross Border Experts

Contact Us For More Information About Cross Border Estate Planning for Canadians