Video Series




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℠)





Episode 2 Corporation





Episode 3 Days in the U.S.





Episode 4 Children Living in the U.S.





Episode 5 Becoming a U.S. Resident – Tax Planning





Episode 6 U.S. Citizen in Canada







Episode 7 Revocable Trust







Episode 8 Partnership






Episode 9 Canadians Starting a Business in the U.S.






Episode 10 U.S. Estate Tax






Episode 11 RRSPs in Canada






Episode 12 Cross Border Trust






Episode 13 Personal Ownership






Episode 14 Add the Kids on