Estate Administration Traps in International Estates with Sébastien Desmarais
When assisting an executor of an estate that has a connection to a foreign jurisdiction, it is important to be aware of the distinct set of challenges and traps within cross-border estate administration. This presentation will discuss some preliminary issues for consideration and the potential traps involved with the administration of cross-border estates involving the U.S., the U.K. or a European Union country.
Estate advisors wanting to learn of the red flags and practical options available will want to attend this presentation.
About the speaker
Sébastien Desmarais is a tax and estate planner at TD Wealth Services. Sébastien assists clients with their tax, trust and estate plan, focusing primarily on tax saving strategies and establishing an estate plan that meets the clients' goals while minimizing the tax implications and maximizing the wealth transferred to the next generation.
Please RSVP by April 26, 2022.