6th Annual RBC Squash Crohn’s Tournament

We are pleased to announce that Altro Levy LLP returned as a Champion Court Sponsor of the 6th Annual RBC Squash Crohn’s Tournament which raised over $61,000.

The event was held on Sunday April 28th, 2013 at Midtown Le Sporting Club Sanctuaire in Montreal. Squash Crohn’s was joined once again by squash legend and world champion squash player Jonathon Power, who put on an exhibition and spent time on the court with top fundraisers! This year, the money raised will support the Montreal Children’s Hospital Foundation in order to contribute to the very important area of Pediatric IBD research and care.

In 2008, Partner & COO of Altro Levy Matt C. Altro co-founded the event, and over the past six years, the Squash Crohn’s Tournament has raised over $286,000 which has been distributed to various IBD research and care projects.

Very big thank you to all who supported the cause!

Jonah Z. Spiegelman: Called to the Alberta Bar

Associate and head of our Vancouver office, Jonah Z. Spiegelman, was called to the Alberta Bar on April 5, 2013 and is expecting to be called to the California Bar later this year. Jonah specializes in cross border tax and estate planning.

The firm and team extend congratulations to Jonah and wish him continued success in western Canada. Congratulations, Jonah.

In related news, the Vancouver office is growing with the addition of an administrative assistant who will begin later this month.

Firm Announcement

In celebrating the firm’s 25th year anniversary the partners of Altro & Associates, LLP are very pleased to announce that, due to his exceptional service to our firm and clients throughout Canada and the U.S., our partner Shlomi Steve Levy, an outstanding cross-border tax and estate planning lawyer, has been appointed a name partner in the Firm which shall be henceforth known as Altro Levy LLP.

Our industry leading law firm continues to provide sophisticated cross-border and domestic tax, estate planning and real estate legal services to high net-worth individuals.

Please note that our website and email addresses have been updated to reflect the new firm name. All email addresses for the team can be found on Our Team page on our website, which is now www.altrolevy.com. Alternatively, you can contact us by telephone at 1-800-370-4860 where we will direct you to one of our offices: Montreal, Toronto, Calgary, Vancouver, Florida or Arizona.

Congratulations, Shlomi.

Altro Levy Brings in New Talent

Welcome Heela Donsky!

We are pleased to welcome Heela to the Toronto office team. Prior to joining Altro Levy, Ms. Donsky was an associate in the Estate Planning and Wealth Management Group at Fasken Martineau DuMoulin LLP in Toronto. She earned her J.D. at the University of Western Ontario School of Law and is a member of the Bar of Ontario. She also holds a B.A. in Business Administration from York University.


Welcome Antoine Brosseau Wery!

We are pleased to welcome Antoine to the Montreal office team. Before joining the team at Altro Levy, he articled and practiced at Miller Thomson Pouliot LLP in commercial and civil litigation. Mr. Brosseau Wery earned his civil law degree (LL.B.) and Juris Doctor (J.D.) in North American common law at l’Université de Montréal. Antoine is a member of the Barreau du Québec.

Firm Update – Toronto

As we continue to grow, we are pleased to announce that on February 19, 2013 our Toronto office moved to larger premises. Please update your records to reflect our new coordinates (below).

20 Adelaide Street East, Suite 915
Toronto, Ontario M5C 1T6
Tel: 416-477-8150

Should you have any questions or concerns regarding our relocation, please do not hesitate to contact us at 416-477-8150 or toll-free at 1-800-370-4860 and we would be happy to assist you.

Altro & Associates Brings in New Talent

Welcome April Schulze!

We are pleased to welcome April to the team. Prior to joining Altro & Associates, April was an associate in mid-sized firms in both Grande Prairie and Calgary, Alberta, where she focused on civil litigation, wills, estates, and residential real estate. In 2004, April received her B.A. (Honours) from the University Alberta. She then received her L.L. B from the University of Alberta in 2007, and was called to the bar in Alberta the following year. As a Canadian who has lived, studied and worked in both Eastern and Western Canada, April brings great perspective and knowledge to our clients across Canada. April has joined our Toronto office team, and will be making the move to the Calgary office within the next year.


Welcome Meghan Weinstein!

We are pleased to welcome back Meghan to the Montreal team now that she has completed her graduate studies. Meghan attended the University of Miami School of Law where she earned her J.D. and graduated Magna Cum Laude. She also has a B.Sc. in Psychology, with distinction, from McGill University. Prior to joining the Altro & Associates team as a full-time attorney, Meghan was a summer intern at our firm in 2011. As demonstrated through her academic success Meghan strives for excellence, which makes her an excellent fit for our clients to ensure that their needs are properly addressed.

It’s Time to Squash Crohn’s!

U.S. Estate Tax Calculator

We are pleased to announce that Altro & Associates returns as the championship court sponsor for the 4th annual Squash Crohn’s Tournament on Sunday, May 1, 2011 at Club CDL!

The annual event raises funds for Crohn’s and Colitis research. This year, the money raised will support The Montreal Children’s Hospital Foundation in order to contribute to the very important area of Pediatric IBD research and care.

The event was co-founded by our own Chief Operating Officer Matthew Altro, who will co-chair and participate in this year’s event.

Over the past three years, the event has raised almost $90,000 which has been distributed to various IBD research and care projects.

To further support this great cause, David Altro has chosen to ask for donations in lieu of payment for his book Owning U.S. Property – The Canadian Way . To order your copy today, please click here.

If you are interested in playing in the tournament or sponsoring a player, please visit the Squash Crohn’s website. Your donations are appreciated in support of this important cause!

U.S. Estate Tax Calculator Update

U.S. Estate Tax Calculator

The Altro & Associates U.S. Estate Tax Calculator has been updated to reflect the new 2010 Tax Relief Act.

The major changes to the U.S. federal estate tax signed into law by President Obama on December 17, 2010 may have impacted your U.S. tax liability.

Make sure to read David A. Altro’s special 2010 U.S. Estate Tax Update Newsletter for more details.

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.

Matthew Altro earns his CFP® certification

Congratulations to Matthew Altro!

Having successfully met all Financial Planning Standards Council certification standards, he has earned the Certified Financial Planner® certification!

Please see the Globe and Mail insert from Oct 5th which congratulates all the candidates
who passed the June 2010 Certified Financial Planner (CFP) Examination.

Cheers Matt!