David A. Altro and Heela Donsky

Decorative pattern

Industry

New trust rules impact U.S. citizens in Canada

Alter ego trusts no longer caught in double-tax trap

By David A. Altro and Heela Donsky |April 13, 2015

6 min read

Decorative pattern

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Will new trust rules impact you?

An alter ego trust (AET) can be useful for Canadian residents 65 or older who want to avoid probate tax on transfer of assets.

By David A. Altro and Heela Donsky |April 3, 2015

3 min read

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