What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident? 12 May

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr

Canadians with European Assets: Whose Law Governs?

Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality. 17 Apr

Cross-Border Estate Planning Lessons from a Destination Wedding

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr

Six Ways to Help Minimize Taxes on Your Estate in Canada

Cross-border capacity and guardianship issues are becoming increasingly common as families, assets, and caregiving arrangements span jurisdictions. 27 Mar

Cross-Border Guardianship: Capacity Case Spans Jurisdictions

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. In this episode of Celebrity Estates, David Lenok speaks with Martin Behn about these challenges. 16 Mar

Celebrity Estates Podcast: Cross-Border Planning Lessons

This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan

Estate Tax Planning Considerations for Canadians with U.S. Assets

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

If you have financial ties in multiple countries, your U.S. estate plan may not be enough. This article —How Living Abroad Can Complicate Your Estate Plan— covers five ways international ties can complicate your best-laid plans... 14 Nov

Five Ways International Ties Can Complicate Your Estate Plan

Relocating to a new province or country can have significant legal implications for your estate plan. This article explores when and why you may need to update your will after a move, along with key considerations for cross-jurisdictional estate planning. 26 Sep

Can Moving Affect the Validity & Effectiveness of Your Will?

Digital assets pose unique challenges for Ontario estate planning, particularly when they are stored or governed outside the province. Conflicting laws, restrictive terms of service, and international privacy regulations can complicate access and delay administration. 25 Sep

Digital Assets: Unique Challenges & Jurisdictional Conflicts

The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning opportunities for Canadians who own property or investments in the United States. 05 Aug

U.S. Estate Tax Planning for Canadians with Cross-Border Assets