Firm Updates 2011

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.
We would like to extend our congratulations to Jason and wish him lots of success. Keep up the great work Jason!

On a related note, Dan Derhy, Quebec Notary, will no longer be affiliated with Altro & Associates, LLP. Our best wishes go out to Dan in all his future endeavors.

Introducing: Ask the Experts on Newstalk1010 in Toronto!

Altro & Associates, LLP is excited to introduce their new radio show, Ask the Experts on Newstalk1010 in Toronto. Hosted by Iain Grant, the show features Managing Partner David A. Altro as the resident cross border expert and Chief Operating Officer Matt Altro as the expert on moving to the U.S. David and Matt discuss common issues Canadians face when purchasing property in the U.S. and moving to the U.S. and offer solutions to listeners.

Tweet your questions to @mattaltro and David and Matt will answer them LIVE on the air the first Saturday of every month at 5 PM EST.

Listen to the debut show below and don’t forget to tune in!

Part 1

Part 2

Part 3

Part 4

Altro and Associates Invited as Guest Speakers to KCA Workshops

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.


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