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.
You may also be interested in other presentations from this program. Click here for the full Managing Wills and Estates program.
John E.S. Poyser, The Wealth & Estate Law GroupShelley E. Waite, McLeod Law LLP
Nadja Ibrahim, PwC Canada
Views and opinions expressed during on-demand programs and in program materials are those of the presenter(s)/author(s).
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