Estate Tax Update

US Family Members in the Canadian Family-Owned Business (Revised Edition, April 6, 2009)

Even if you are not a US citizen, if a member of your family is a US citizen or resident, traditional Canadian wills, as well as estate and tax planning, may not be effective. The following Estate Tax Update shares situations where standard Canadian planning may actually result in significant additional tax. Read the PDF below to learn the estate and will-planning implications.

Estate Tax Update: US Family Members in the Canadian Family-Owned Business (Revised Edition, April 6, 2009) (97 KB) Download the full PDF.