Doug also posted a link to a BDO Dunwoody bulletin on
U.S. Estate Tax Issues for Canadians which points out that the estate tax is a double whammy:
But, many wealthy Canadians wanting to avoid
U.S. Estate Tax issues might be interested in a currency - unhedged, Canadian - listed U.S. Total Market ETF.
Not exact matches
Flower bonds:
U.S. government securities that were
issued at a discount from par value, but are acceptable at par in payment of
estate taxes.
Estate, capital gains and
U.S. withholding
taxes are
issues to discuss with a good
tax lawyer.
One more
issue, especially for more mature traders, is whether or not the trader is actually a
U.S. resident for
estate tax needs.
I've also handled perhaps 30 international law cases over twenty years, e.g. a
U.S. - Japan
tax issue, a French IP distributorship, a German company setting up a US subsidiary, a supply contract with Mexico, a Romanian custody case, a Taiwanese business deal, a Czech probate, a divorce with Canadian assets,
estate planning for a Canadian, a Chapter 11 involving Costa Rica, a Tunisian guardianship.
Along with core
U.S. federal income,
estate and gift
tax advice, he provides a
U.S. perspective on
issues of wealth preservation and transfer, as well as on corporate governance and family succession for privately held businesses.
The
U.S. Congress is expected to be making key decisions next year on banks in real
estate, affordable housing, energy reform, terrorism insurance,
taxes, and bankruptcy reform — all
issues of central importance to real
estate markets and the health of communities.