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We frequently receive questions and concerns from clients about cross border tax & estate planning, Canadian estate and tax planning, wills, trusts, real estate, and immigration.
We have compiled a short video series with real life questions we have received from our listeners of our radio show. In the series, Managing Partner David A. Altro, Florida Attorney, Canadian Legal Advisor & Quebec Notary, address the questions by providing advice, commentary and guidance. Please note that the names have been changed for confidentiality reasons.
Video Series

Episode 1 Cross Border Irrevocable Trust (CBIT℠)
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Episode 2 Corporation
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Episode 3 Days in the U.S.
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Episode 4 Children Living in the U.S.
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Episode 5 Becoming a U.S. Resident – Tax Planning
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Episode 6 U.S. Citizen in Canada
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Episode 7 Revocable Trust
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Episode 8 Partnership
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Episode 9 Canadians Starting a Business in the U.S.
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Episode 10 U.S. Estate Tax
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Episode 11 RRSPs in Canada
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Episode 12 Cross Border Trust
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Episode 13 Personal Ownership
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Episode 14 Add the Kids on
