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    Estate Planning with Canada – Planning Considerations and Update: June 12th, 2023

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    Estate Planning with Canada – Planning Considerations and Update: June 12th, 2023

    The Estate, Guardianship & Trust Committee Committee presents:

    Estate Planning with Canada – Planning Considerations and Update


    This presentation provides an overview of key points of consideration in cross-border estate planning for global estates involving Canadian assets and beneficiaries, as well as Canadian estates with non-Canadian beneficiaries.  The presentation also provides an update on new Canadian federal and provincial laws, including tax laws, that impact estate practitioners, as well as investors who deal with Canada.  The presentation will particularly discuss:

    • Present tax rates across Canada and the continued availability of planning for Canadians and foreign trusts with Canadian beneficiaries
    • The present position in Canada on US revocable trusts and pour-over Wills in a cross-border context
    • Planning suggestions when dealing with non-Canadian estates with Canadian assets and accounts, particularly in “probate tax” jurisdictions like Ontario
    • New enhanced reporting requirements for trusts (including bare trusts), as well as new enhanced rules for the advance reporting and notification of certain transactions to the Canadian revenue authority
    • Canada’s new residential housing purchase bans affecting non-Canadians, as well as new tax measures at the federal and provincial levels aimed at curtailing speculation and investments in the Canadian residential real estate market by non-Canadians

    Location: Virtual | Date: June 12th, 2023 | Time: 12:00pm-1:00pm

    CLE: 1.0 General


    • Rahul Sharma

    Registration deadline: June 11th, 2023

    ***If you are an OCBA Member please make sure you login to your account before registering for any events/seminars to receive your member discount if applicable***

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