Open Border - Hidden Risks
Overview
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
People
-
Risa focuses her practice on estate planning, including the preparation of wills, powers of attorney and trusts, and estate administration. View bio
-
Ari’s practice encompasses all manner of business law. An exceptional negotiator, he routinely leads complex transactions, including share and asset acquisitions and dispositions, corporate reorganizations, private equity sponsored transactions, management buyouts and succession planning arrangements. View bio
-
Adam represents clients in all areas of family law, including divorce, parenting, property, support and domestic contracts.
View bio
