Cross Border Tax, Estate Planning & Real EstateWith over twenty-five years of legal experience, Altro Levy LLP is a boutique law firm providing sophisticated cross border tax, estate planning and real estate legal services. With offices in Montreal, Toronto, Calgary, Vancouver, Florida, California and Arizona, Altro Levy serves all Canadians and Americans who wish to enjoy a cross border lifestyle. The firm regularly represents Canadians who have U.S. assets, Canadians with adult children in the U.S., Canadians moving to the U.S., as well as Americans living in Canada. To learn more about our cross border legal services, please visit the Practice Areas and Blog sections of our website.
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Canadians with US Real Estate
Given the affordability of US real estate prices and the strong Canadian dollar, many Canadians either already own or are contemplating purchasing US property. Investment in US real estate requires careful consideration of the distinct legal regimes in Canada and the US, which can complicate ownership of real estate across the border. Canadians who own US real estate, as well as those entering the US market, rely on Altro Levy to navigate US real estate transactions as well as cross border tax and estate planning issues.
Tax & Estate Planning for US Citizens
Tax and estate planning is an important, and often neglected, topic for everyone. In order to ensure that as much of your hard-earned money is retained for the benefit of you and your family, planning is required. The laws can be complex, and for many people it involves issues that they would rather not spend time and money thinking about.
Canadians Moving to the US
Whether it is a snowbird wanting to spend more time in the US, someone hoping to move closer to family, or a career opportunity that takes one abroad; more and more Canadians are considering the option of making the move to the US. With many desirable climates, affordability of real estate and the relatively low tax rates, the move can make sense for many individuals. However, it is important to consider the complexities that are involved anytime a move to another country is being contemplated. Canadians who are considering or who have made the decision to move can rely on the experts at Altro Levy’s affiliated entity MCA Cross Border Advisors to help them navigate the path ahead and create a cross border plan to help ensure the move is efficient, effective and free from costly errors.
Immigration to the US
The United States is known to be a land of opportunity. Due to the geographical proximity and close ties that Canada has with the US, many Canadians want to take advantage of those opportunities. Whether it is for work, investment purposes, personal reasons and relationships or simply to enjoy a different lifestyle, many Canadians are hoping to move temporarily or permanently to the US. Similarly, Canadian companies who plan to expand their business south of the border sometimes need to send key employees or executives to the US to start the new US venture or to oversee new employees. US visas are divided into three main categories: family-based visas for Canadians having American relatives able to sponsor them, employment-based visas for Canadians with a job offer in the US, or investor visas for Canadians who wish to invest or start a US business. The immigration law group at Altro Levy assists these individuals and companies to obtain the US visas required in order to fulfill their cross border ambitions.
Tax & Estate Planning for Canadians
The Altro Levy estate planning team possesses a wide range of experience in all aspects of wills, trusts and estates. Our professionals provide individuals, families and business clients with comprehensive advice customized to their specific needs to ensure the smooth transfer of assets to the next generation including reducing or eliminating probate fees and minimizing or deferring tax on capital gains, income splitting through the use of spousal (for married or common law spouses) and testamentary trusts as well optimizing wills to enable charitable giving.
American Residents Moving to Canada
Whether an American citizen is moving to Canada or a Canadian citizen who is resident in the US is moving back to Canada, there are many factors that necessitate careful planning and consideration.
US Real Estate
Canadians purchase US property for a variety of reasons. Many Canadians regularly vacation in the US sunbelt or enjoy wintering in a warmer climate each year. Others may want to retire south of the Canadian border and then plan to pass their property on to their children and grandchildren. Still others choose to invest in US real property to generate rental income.