Cross Border Tax, Estate Planning & Real EstateWith over twenty-five years of legal experience, Altro Levy LLP is a boutique law firm providing sophisticated cross border tax, estate planning and real estate legal services. With offices in Montreal, Toronto, Calgary, Vancouver, Florida, California and Arizona, Altro Levy serves all Canadians and Americans who wish to enjoy a cross border lifestyle. The firm regularly represents Canadians who have U.S. assets, Canadians with adult children in the U.S., Canadians moving to the U.S., as well as Americans living in Canada. To learn more about our cross border legal services, please visit the Practice Areas and Blog sections of our website.
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Canadians with US Real Estate
Given the affordability of US real estate prices and the strong Canadian dollar, many Canadians either already own or are contemplating purchasing US property. Investment in US real estate requires careful consideration of the distinct legal regimes in Canada and the US, which can complicate ownership of real estate across the border. Canadians who own US real estate, as well as those entering the US market, rely on Altro Levy to navigate US real estate transactions as well as cross border tax and estate planning issues.
Canadians Moving to the US
Whether it is a snowbird wanting to spend more time in the US, someone hoping to move closer to family, or a career opportunity that takes one abroad; more and more Canadians are considering the option of making the move to the US. With many desirable climates, affordability of real estate and the relatively low tax rates, the move can make sense for many individuals. However, it is important to consider the complexities that are involved anytime a move to another country is being contemplated. Canadians who are considering or who have made the decision to move can rely on the experts at Altro Levy’s affiliated entity MCA Cross Border Advisors to help them navigate the path ahead and create a cross border plan to help ensure the move is efficient, effective and free from costly errors.
Tax & Estate Planning for Canadians
The Altro Levy estate planning team possesses a wide range of experience in all aspects of wills, trusts and estates. Our professionals provide individuals, families and business clients with comprehensive advice customized to their specific needs to ensure the smooth transfer of assets to the next generation including reducing or eliminating probate fees and minimizing or deferring tax on capital gains, income splitting through the use of spousal (for married or common law spouses) and testamentary trusts as well optimizing wills to enable charitable giving.
US Real Estate
Canadians purchase US property for a variety of reasons. Many Canadians regularly vacation in the US sunbelt or enjoy wintering in a warmer climate each year. Others may want to retire south of the Canadian border and then plan to pass their property on to their children and grandchildren. Still others choose to invest in US real property to generate rental income.