For the past 27 years we have been providing informational Estate Planning Seminars for Canadians who own American assets. This annual series of events has been very popular with Canadians wintering in south Florida.
This year’s seminars are entitled “MINIMIZING THE NEW TAXES - and - PRESERVING YOUR MULTIMILLION DOLLAR ESTATE”.
Our four internationally renowned speakers will address many of the tax, estate, and legal problems faced by successful Canadian families. We will discuss how these concerns can be resolved by using creative planning techniques now available under Canadian and USA law. We will explain how recent Tax and Economic Developments could affect you, with special attention to USA Estate Tax, Ontario’s new Estate Administration Tax, and Canada's Changing Tax Regimen.
With over 120 years of combined Estate Planning experience, we understand the joys, the opportunities, and the challenges that success can bring to a family. You can be assured of an enlightening, educational and entertaining presentation.
We will explain the latest strategies for dealing with Cross- Border Estate Planning Issues. You will probably recognize several situations that could apply to your family or company. You should come away with a new level of understanding of the options and strategies now available to you.