Join Field Law for Cocktails + Counsel, a complimentary series where your questions will guide the discussion, and our lawyers provide their legal perspectives.

This dynamic virtual Q+A session lets you ask questions and hear legal perspectives on important cross-border tax issues facing Accountants and Financial Advisors today. While your questions will lead this unscripted discussion, some topics you may be thinking about could include:

• My client has family in both Canada and the United States, what are the benefits and drawbacks to setting up trusts?
• What factors do I need to consider when advising cross-border clients on implementing Canadian or US trusts for tax planning?
• How can residency and citizenship affect trust structures and what are some solutions?

Grab your after-work beverage of choice and discuss your questions with Saul Abrams and Matt Trotta.

Who should attend? This presentation is intended for Financial Advisors and Chartered Professional Accountants with cross-border clients or contacts.

Original broadcast: March 24, 2022

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Questions? Contact Kate at krieger@fieldlaw.com