Open Border - Hidden Risks

- 11:00 AM

Canada and the United States share one of the most unobstructed borders in the world. Many companies and families are active on both sides of the 49th parallel- establishing businesses, buying properties and planning for the future

Our speakers will discuss many of the factors families and businesses should consider to keep their cross-border activities risk-free.

This seminar is for accountants, business owners, managers, financial advisors and bankers.

There is no charge for this seminar.

8:00 - 8:30     Breakfast & Registration                                                                         8:30 - 10:00   Presentations & Discussion

Topics & Speakers

Moderator: Ari Tenenbaum, Corporate Group, Torkin Manes LLP

Crafting Cross-Border Structures                                                               

Structures for American companies carrying on business in Canada

Navigating complex multi-jurisdictional tax issues

Catherine Nicholson, Tax Group, Torkin Manes LLP

Marc Weisman, Tax Group, Torkin Manes LLP


Cross-Border Estate Planning                                                              

Considerations when appointing a U.S. resident as an executor and trustee, or as an attorney for property                                                                                           

Planning for U.S. estate tax liability                                                                            

Risa Awerbuck, Wills, Trusts & Estates Group, Torkin Manes LLP


U.S. Estate Planning                                                                                               

U.S. trust, estate and tax issues for "Accidental Americans"                              

Potential risks in wills and guardianship matters                                                 

Charles Telford, Canada/Cross-Border Team, Barclay Damon LLP


Renouncing American Citizenship                                                                    

Issues surrounding renunciation of U.S. citizenship for tax purposes                   

Eileen Martin, Canada/Cross-Border Team, Barclay Damon LLP


Cross-Border and Jurisdictional Issues in Family Law                                 

Considerations when structuring agreements related to custody/access, support and property for cross-border families                                                                          

Adam Black, Family Law Group, Torkin Manes LLP