//January

Monthly Archives: January 2010

20 01, 2010

Society of Trust and Estate Practitioners (“STEP”)

The Society of Trust and Estate Practitioners ("STEP") is a leading worldwide organization for trust and estates professionals. On January 20, 2010, Managing Partner of Altro & Associates, David A. Altro, was invited to address the Ottawa branch on the subject of Cross Border Planning for Canadians with U.S. assets. Being a STEP member himself, David relished the opportunity to address his peers and delivered an educational and lively presentation. The Ottawa crowd was filled with accountants, lawyers and investment advisors, some of which were ex-Montrealers. This gave David the opportunity to spend a few minutes stirring up the rivalry between Habs and Senator fans. ...

6 01, 2010

Radio Show – Jan 6, 2010

Montreal, Quebec – January 6, 2010 January 6, 2010 David and Matt discuss both domestic and cross border tax and estate planning issues. The topics covered range from the importance of doing your Quebec will and mandates, an explanation of title insurance and an update of the U.S. estate laws. Listen here:

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Owning U.S Property – The Canadian Way, 3rd Edition by David A. Altro

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Americans Living In Canada – Smile, The Irs Is Watching You By David A. Altro And Jonah Z. Spiegelman

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