The "Cross Border Trust and Estate Update" presentation provides an insightful overview of legal, regulatory, and tax issues affecting international estate and trust planning and administration. With globalization on the rise, individuals and families with cross-border assets and/or family members face complex challenges in managing their estates efficiently and in compliance with multiple jurisdictions. This session is tailored for legal, financial, and tax professionals who work with international clients and want to be aware of key issues to spot and to discuss with their clients. 

Attendees will gain a better understanding of how issues related to tax treaties, tax residency, tax domicile, reporting requirements, and enforcement actions shape cross-border estate planning strategies. The presentation also addresses practical considerations in structuring trusts, planning for incapacity, and managing cross-border probate and inheritance issues. 

Key Topics:

• Legal issues impacting international trust and estate planning and administration
• Tax treaty considerations and their effect on cross-border estate taxation
• Planning for clients and/or couples and/or families with dual or multiple citizenships
• Managing cross-border probate

David Luzon, Partner - Barclay Damon LLP New York.  David is a trust and estate and wealth planning attorney with over 20 years of experience. His clients include individuals and families with domestic and cross-border estate, trust, and business succession planning and administration matters. He also represents large institutional executors and trustees, individual fiduciaries, and sometimes beneficiaries in estate and trust accounting and administration matters, and he provides general fiduciary representation. 

David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.

David works closely with individual and institutional fiduciaries on estate and trust administration and settlement matters, including advising them on issues related to exercising proper fiduciary oversight, analyzing beneficiary requests, and protecting against claims against the estate, the trust, and the executor or trustee. 

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Registration $35 - Recording Available 

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information