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

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 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

What is a Trust and Estate Planning Practitioner (TEP)? 22 Jul

What is a Trust and Estate Planning Practitioner (TEP)?

Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Passing down real estate to loved ones gets more complex when the property lies across international borders. Unlike domestic transfers, international real estate transfers involve navigating different legal systems, tax obligations, and reporting requirements. Luckily, there are legal structures and tax strategies that can minimize the complications and ensure that your property passes smoothly to your heirs. 02 May

How to Pass Down Real Estate Across Borders Without Tax Nightmares

Director Norman Jewison's wife cut him off from family, coerced him to change $30M will, lawsuits claimed. Legal fight between filmmaker's sons, 2nd wife highlights end-of-life struggles many families face... 01 Apr

Family Members Clash Over Director Norman Jewison’s Estate