Pre-Immigration to the United States or Canada. 23 June 2021
Canada and the United States have long been attractive destinations for foreign persons moving away from their home countries. However, moving to these countries without proper tax planning may have costly consequences.
Join us at this webinar where Kevin Lee and Erik Wallace will focus on the tax rules of both jurisdictions as well as a few of the planning techniques implemented by high-net-worth individuals before immigrating to Canada or the United States.
Erik Wallace - Partner - Loeb & Loeb LLP
Erik focuses his practice in the areas of trusts and estates, taxation and international probate with an emphasis on matters involving U.S. persons or property.
Erik counsels high net worth families in connection with their overall succession planning, often working together with their family offices, businesses, trustees and foundations to meet the families' objectives. As part of that planning, he has assisted clients in structuring or restructuring trusts, as well as establishing private trust companies and international charitable foundations.
Additionally, Erik has worked with families on a number of international probates and helped them implement post-mortem tax planning.
Kevin Lee - Partner - Stephenson Harwood
Kevin is the Head of Private Wealth (Greater China) at his firm. He is one of the leading private wealth, tax and trust practitioners in Asia Pacific. Kevin also advises on family businesses, and has represented corporate clients on commercial transactions, estate administration and establishing operations in Hong Kong.
Qualified in Hong Kong and Canada, Kevin advises clients in respect of both jurisdictions. Kevin represents numerous high net worth clients as well as trustees and family offices from around the world on diverse matters including succession planning, family trusts, tax advisory and compliance, wills and estates, asset preservation, family business succession and governance, private equity investments and exits, and philanthropy.
If you wish to join this webinar, please reply by return email.
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