Hello all,
I've searched the forums but didn't find any clear answers to these questions.
As a US GC holder relocating to Canada are there any general recommendations for dealing with a California Revocable living trust and pour-over will? Should it be revoked? and if so does it need to be done before crossing the border?
Will taxable investments in the trust name be more difficult to transfer to a Canadian brokerage?
Ultimately once relocated, I will see an Estate Attorney/Planner, but I do want to avoid any avoidable complications or tax surprises.
Any advice would be greatly appreciated,
J
Moving US to Canada - Revocable Trusts
Moderator: Mark T Serbinski CA CPA