This presentation highlights certain tax considerations in drafting wills and in administering estates. In particular, it looks at: structuring charitable bequests under a will/trust, will planning for US beneficiaries, cross-border tax implications of distributions to US persons, and tax responsibilities for executors of US persons (US citizens living in Canada).

This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 46 minutes.

This presentation also comes with two complimentary panel discussions by the program faculty.