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US & Canada Cross-Border Estate & Trust Tax Planning & Compliance

Succession of wealth to future generations is an integral and important part of tax planning. We provide sophisticated services to minimize taxes and other costs associated with lifetime gifts and estates and to facilitate a transition of wealth efficiently and effectively.

Our team offers a wide range of trusts and estates tax planning and compliance services including:

  • US and Canadian cross-border estate and gift tax planning

  • US and Canadian Trust Tax Returns preparation

  • US Estate and Gift Tax Returns preparation

  • Canadian return for deceased persons and US Estate tax return preparation

  • US Form 3520 and Form 3520-A assessment and preparation

  • Canadian Form T1141 and Form T1142 assessment and preparation

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