David A. Altro will be a guest speaker at Keats Connelly upcoming Cross Border Living Workshops. David will focus on how Canadians snowbirds with U.S. property should hold title to avoid probate and incapacity issues as well as minimize U.S. estate tax.
Bob Keats will be the featured speaker for the half day session which will focus on all the planning aspects for a Canadian who is considering establishing permanent residency in the U.S.
Key Topics Include:
- Cross-border currency exchange
- U.S. immigration after 9/11/01
- Cross border estate planning.
- Get the best of the Canadian and U.S. tax systems
- Take advantage of currency exchange rates
- Receive Canadian RRSPs tax-free or nearly tax-free in the U.S.
- Find investments exempt from U.S. income taxes and withholding
- Maximize Medicare benefits
- Etc
General question and answer sessions are also held to address specific concerns.
Workshops:
Advance registration is required as space is limited. All attendees will receive a copy of all presentation materials, as well as the newest edition of The Border Guide, the definitive guide on cross-border planning. Registration Fee: $125/individual and $175/married couple. Mention ‘Altro’ to receive a discount.
Wednesday, January 26, 2011
Seating for this Seminar is now limited – Please Call 602-955-5007 to Register!
The Ritz-Carlton
2401 E. Camelback Rd. Phoenix, Arizona 85016
Tuesday, February 1, 2011
Rancho Las Palmas Resort & Spa
41-000 Bob Hope Drive Rancho Mirage (Palm Springs), California 92270
Tuesday, February 8, 2011
The Ritz-Carlton
280 Vanderbilt Beach Road Naples, Florida 34108
Thursday, February 10, 2011
Boca Raton Resort & Club
501 E. Camino Real Boca Raton, Florida 33432
Workshop Details:
Advance registration is required as space is limited. All attendees will receive a copy of all presentation materials, as well as the newest edition of The Border Guide by Bob Keats, the definitive guide on cross-border planning & Owning U.S. Property the Canadian Way by David A. Altro.
| TIME: |
7:30 a.m. – registration and continental breakfast 8 a.m. to 12 p.m. – workshop 12:15 p.m. – lunch |
| WHO: |
Anyone with finances in both Canada and the United States who wants to learn the most effective means to manage their money on both sides of the border. |
| COST: |
$125 per person or $175 per married couple (U.S. dollars) RSVP: Please register under the workshop of your choice (above) or call (800) 678-5007 |
We are pleased to welcome our new Florida Attorney, Ken Lobo. Ken’s undergraduate studies at McGill University in political science led him to Florida State University College of Law where he earned his Juris Doctor in 2009. In May 2010, Ken was admitted to the Florida Bar. Ken has also recently passed the New York Bar examinations and is expecting to be called to the Bar some time in 2011. Ken’s knowledge in the areas of real estate closings, U.S. probate and Cross Border Tax and Estate Planning will certainly make an excellent addition to the Altro Team. 
In other exciting news, our own Jason S. Ansel was called to the Quebec Bar on January 25, 2011 and is expecting to be called to the Ontario Bar in 2011. Jason will be specializing in Cross Border Estate Planning and Real Estate. 
