Shlomi Steve Levy Featured in Le Magazine Snowbirds du Québec

3-sl_Snowbirds

Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed by the French magazine Le Magazine Snowbirds du Québec. In his interview he discusses many subjects related to Snowbirds and tax on US real estate for Canadians who own investment property cross border. Read the rest of this entry »

January 2015 – Dollars and Sense Radio Show on CJAD

LIVE Altro Levy - CJAD 800 AM - Jan 20

Montreal, Quebec – January 20th, 2015

On the January 20th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc.

Read the rest of this entry »

Altro Levy News Summary for the Week of January 19, 2015

Weekly-update_blog

Over the past weeks, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »

Altro Levy News Summary for the Week of January 12, 2015

Weekly-update_blog

Over the past weeks, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »

Upcoming Radio Show: January 20, 2015

Altro Levy - CJAD 800 AM - Jan 20

On Tuesday January 20 tune-in to CJAD 800AM at 7PM to hear David A. Altro and Matt C. Altro discuss cross border issues. During the show we will be answering caller questions, but you can submit your questions now and we will answer them on-air. There are multiple ways to submit a question for our next show:

If you submit a question remember to tune-in to CJAD 800AM at 7PM on Tuesday January 20.

For a full list of upcoming radio shows, please click here.

Read the rest of this entry »

News Summary for the Weeks of December 22, 2014 & January 5, 2015

Weekly-update_blog

Over the past weeks, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »

News Summary for the Weeks of December 8 and 15, 2014

Weekly-update_blog

Over the past week, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »

Happy Holidays

Animated-AL-best-wishes-2014

From our family to yours, best wishes for a joyful holiday season!

The Team at Altro Levy

Read the rest of this entry »

November 2014 – Dollars and Sense Radio Show on CJAD

530x 230 November 2014 / Dollar & Sense - CJAD

Montreal, Quebec – November 4, 2014

On the November 4th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc.

The show reviewed real life client situations which focus on cross border issues. Read the rest of this entry »

The Henson Trust in Quebec

580x230-Header-AltroLevy-David_Antoine

Version française aussi disponible.

Earlier this year the Quebec superior court rendered a judgment in the case of Québec (Curateur public) c. A.N. (Succession de), 2014 QCCS 616 (CanLII) where the court clarified the nature of a beneficiary’s right in a testamentary discretionary trust.

In this case, the beneficiary of the testamentary discretionary trust had a serious mental health condition similar to autism, which made him entirely dependent on his mother until her death. The beneficiary’s condition and inability to provide for his own needs made him eligible to receive financial and social assistance payments from the ministère de l’Emploi et de la Solidarité sociale (the “Department”). Read the rest of this entry »