Search found 2 matches

by towerpants
Sun May 12, 2013 12:01 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian estate, U.S. & Canadian benefiaries
Replies: 1
Views: 1352

Just wondering...

Appreciate Nelson's contribution to this forum. Can Nelson respond if the question I've asked is too complex or too involved to be addressed in this forum? Appreciate any input on this. Thanks
by towerpants
Fri May 10, 2013 12:36 am
Forum: Canada / United States Tax & Accounting
Topic: Canadian estate, U.S. & Canadian benefiaries
Replies: 1
Views: 1352

Canadian estate, U.S. & Canadian benefiaries

Repatriating to Canada soon as non covered expats. Question for estate planning as at least one of our children will be staying in the U.S. with a green card. The other may return to Canada but may not. Should we die we intend to transfer the bulk of our estate to a Canadian discretionary trust. Our...