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 »

Altro Levy News Summary for the Week of December 1, 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 »

October 2014 – Dollars and Sense Radio Show on CJAD

AltroLevy-oct-2014-580x230-RadioShow-on-CJAD

Montreal, Quebec – September 30, 2014

On the September 30th episode of Dollars and Sense on CJAD 800 AM, Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc. was joined by Jason Ansel, Ontario & Quebec lawyer at Altro Levy was our on-air cross border expert.

The show reviewed some frequently asked questions that our cross border experts receive regularly. Matt and Jason answered these FAQs during the show: Read the rest of this entry »

September 2014 – Dollars and Sense Radio Show on CJAD

580x230-sept-RadioShow-cjad

Montreal, Quebec – September 3, 2014

On the September 3rd episode of Dollars and Sense on CJAD 800 AM, Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc. was our on-air cross border expert.

The show focused on the services of Altro Levy’s affiliated entity MCA Cross Border Advisors with Matt reviewing threshold issues for Canadians moving to the US and Americans living in Canada. The main topics which were discussed are listed below along with several questions from individuals who called in to speak with Matt. Read the rest of this entry »