About David A. Altro & Associates LLP

WHO ARE WE?

With over thirty years of combined legal experience, David A. Altro & Associates LLP. is a boutique law firm providing sophisticated cross border tax, estate planning and real estate legal services to high net worth individuals.

We have offices in Montreal, Toronto, Calgary, Phoenix, Ft. Lauderdale, Sarasota and Naples. Our 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 in Canada. We work together with investment advisors, accountants, attorneys, wealth managers and other professionals to develop and implement the best possible Tax and Estate Plan for the client.

Our Competitive Edge

IMPLEMENTATION IS THE KEY

Cross border tax estate planning and real estate involves many complex issues and typically requires at least two firms involved, one with Canadian expertise and the other with U.S. expertise. At David A. Altro & Associates LLP. we have Canadian and U.S. attorneys and notaries with deep Cross Border expertise to provide practical planning and recommendations and the implementation of the plan in accordance with the laws of the appropriate jurisdiction.

Our Approach

THE FORMULA FOR SUCCESS

David A. Altro & Associates LLP. imploys a 3 phased approach:

• Phase 1: Analyze
  

  At David A. Altro & Associates LLP. we take a holistic approach to addressing your tax and estate planning situation. In order to determine the optimal solution for you and your family it is important that we understand your objectives, listen to your concerns as well as analyze your personal, financial, tax and legal information

• Phase 2: Recommend
  

  We clearly and carefully explain the legal issues that need to be addressed followed by our recommendations to improve your situation. Our recommendations are focused on minimizing tax and ensuring your estate planning is structured to reflect your wishes while reducing your stress.

  At each phase it is important to us that we set clear expectations to ensure our clients are comfortable moving into the next phase. That is why with each recommendation we discuss the timeline and fees associated with implementation.

• Phase 3: Implement
  

  At David A. Altro & Associates LLP. our team is made up of both Canadian and U.S. attorneys. Our cross border expertise creates a competitive advantage which enables us to implement the solutions that we recommend. Our people, processes and systems have been engineered to work together to deliver superior legal documents while providing an excellent client experience.