Our Estate tax update Publications

Canadians living in the United States (Revised edition, February 8, 2013)
This Estate tax update explains how the United States determines U.S. residency for estate and gift tax purposes.

Estate tax update: Canadians transferred to the United States (Revised edition, February 12, 2013)
U.S. estate, gift and generation-skipping transfer tax exposure for Canadians transferred to the United States.

Estate tax update: U.S. estate tax exposure for U.S. citizens living in Canada (Revised edition, February 7, 2013)
The interaction of U.S. and Canadian tax rules can have important implications for U.S. citizens living in Canada.

U.S. estate tax exposure for Canadians (Revised edition, February 5, 2013)
This Estate tax update considers the exposure of Canadian residents to U.S. estate tax.

Estate tax update: U.S. family members in the Canadian family-owned business (Revised edition, February 6, 2013)
Estate and will planning implications for U.S. family members of Canadian family-owned businesses.

Estate tax update: Owning a U.S. vacation home (Revised edition, February 4, 2013)
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.