Cross Border Estate Planning 2019

Table of Papers

Tab 1

PowerPoint Presentation: Choice of Law and Multiple Wills
Peter J. Glowacki, Borden Ladner Gervais LLP, Vancouver, BC
27 Slides

Tab 2

PowerPoint Presentation: Real Estate Issues
Alison Oxtoby, Balmains Law Corporation, Kelowna,BC
50 Slides

Cross-Border Estate Planning: Real Estate Holdings
Alison Oxtoby, Balmains Law Corporation, Kelowna,BC
33 Pages

Tab 3

PowerPoint Presentation: Working with International Clients
Peter Wong, Borden Ladner Gervais LLP, Vancouver, BC
Vivian Kiang, RBC Wealth Management, Hong Kong
7 Slides

Tab 4

PowerPoint Presentation: Select Canadian Tax Considerations: When Should We Still Be Using Trusts?
Kate Marples, Legacy Tax + Trust Lawyers, Vancouver, BC
26 Slides

Tab 5

PowerPoint Presentation: Cross-Border Estate Planning: Considerations when choosing your decision-makers
Litza Anderson, Scotia Wealth Management, Vancouver, BC
Michelle Isaak, DLA Piper (Canada) LLP, Vancouver, BC
18 Slides

Tab 6

PowerPoint Presentation: U.S. Tax and Estate Issues: Relevant Issues for Individuals with U.S. Citizenship
Cheyenne Reese, Legacy Tax + Trust Lawyers, Vancouver, BC
27 Slides

Tab 7

PowerPoint Presentation: Select International Tax Considerations
David Baxter, Thorsteinssons LLP, Vancouver, BC
27 Slides