Our Estate tax update Publications

Estate Tax Update: The Departing Canadian (Revised edition, April 4, 2011)
A Canadian individual who is transferred to the US may be exposed to US estate, gift, or generation-skipping transfer tax (collectively, transfer taxes). Read this publication to learn more.

Estate Tax Update - US Family Members in the Canadian Family-Owned Business (Revised Edition, March 10, 2011)
Even if you are not a U.S. citizen, if a member of your family is a U.S. citizen or resident, traditional Canadian wills, as well as estate and tax planning, may not be effective.

Estate Tax Update: US Estate Tax Exposure for US Citizens Living in Canada (Revised Edition, February 28, 2011)
The interaction of US and Canadian tax rules can have important implications for US citizens living in Canada.

Estate Tax Update: Canadians Living in the United States
Canadians who live in the United States may be regarded as US residents for US estate tax purposes and taxed as US citizens.

Estate Tax Update - U.S. Estate Tax Exposure for Canadians (Revised Edition, February 2, 2011)
This Estate Tax Update discusses the potential exposure of Canadians to U.S. estate tax.

Estate Tax Update - Owning a U.S. Vacation Property (Revised Edition, January 31, 2011)
If you are a Canadian resident who owns U.S. real estate, learn about your potential estate tax liability and how to reduce it in this publication.

Estate Tax Update: Cross-border Estate Planning
On September 21, 2007, after nearly ten years of negotiation, the United States and Canada jointly released the fifth Protocol (the Protocol) to the Canada-U.S. Income Tax Convention (Treaty).