"Straddling the Border: Select Considerations when a Canadian Person or Asset Appears in a U.S. Plan"

The February program will be offered as a virtual meeting only. 
We will not be offering an in-person option.

This presentation will consider certain international estate planning issues, through a Canadian / U.S. lens. How should we deal with Canadians or Canadian assets in U.S. plans, and vice versa.  Please note, that our speaker will be joining us virtually from Canada for this program.

Speaker: Cheyenne J.H. Reese, Legacy Tax + Trust Lawyers

Cheyenne assists clients with tax, estate and trust planning. Cheyenne received her J.D. from the University of Victoria in 2005 and her Masters of Law Degree in International Taxation from New York University in 2006. As a result, a major part of her practice is related to cross border U.S. – Canada transactions and estate planning, including estate, gift, and generation skipping tax issues. In addition, Cheyenne advises U.S. citizens and green card holders regarding U.S. tax compliance and the U.S. expatriation tax rules.

Cheyenne was called to the British Columbia Bar in 2007 and has been at Legacy Tax + Trust Lawyers since that time, becoming a Principal in 2013. She presents often on cross-border tax and estate planning issues. Cheyenne was named 2022 Lawyer of the Year in Vancouver for her expertise in Tax Law by The Best Lawyers in Canada.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.