Estates and Trusts
Although planning for the future is best done early, we help clients with crossborder estate and trust tax issues related at all stages.
Owners, Settlors, and Trustees
We advise US citizens or residents who are settlors, owners, trustees and beneficiaries of Canadian trusts and estates, and vice versa.
Trust Beneficiaries
We can advise the beneficiaries and trustees of foreign trusts, whether they be foreign to the U.S. or to Canada.
Decedents leaving behind property
We can assist with Canadian and US estate reporting and taxation for Canadian decedents with US property and vice versa.
Passing away on foreign soil
We can assist with tax matters pertaining to US citizens and long-term green card holders who passed away in Canada and vice versa.
Crossborder Estate Planning
We can advise on how to structure and plan estates and trusts, taking into consideration crossborder tax issues.
Assistance with documents
We can take care of obtaining documents from tax authorities, such as IRS closing letters, tax clearance certificates, US residency certificates, and others.
Articles on the Taxation of Estates and Trusts
Q & A for Tax Season
Q: I am a US resident and I just inherited a Registered Retirement…
February 16, 2018/by Elena Hanson CPAElection 2016: Who will Make a Better Neighbor with their Tax Reforms
Walking through the TTC subway at Broadview or on many bus stops…
November 6, 2016/by Elena Hanson CPAEstate and Trust with Cross-border Filing Obligations
Having assets or family abroad or being an American citizen and…
June 11, 2015/by Elena Hanson CPAWhere to find us
4-209 Speers Road
Oakville, ON, L6K 0H5
Canada
Contact Us
Meetings are by appointment only.
Phone: +1 855 640 1730
Local: +1 905 845 1194
Fax: +1 833-203-9641
Email: mail@hcbtax.com