CROSS-BORDER ESTATE PLANNING & PROPERTY OWNERSHIP

Securing Your Global Legacy: Cross-Border Estate Planning and Property Ownership Strategies

Global Wealth and Property Management

Explore tailored advice and customized strategies to protect your wealth and assets globally, ensuring your peace of mind.

CROSS-BORDER ESTATE PLANNING & PROPERTY OWNERSHIP

Cross-border estate planning and property ownership involve managing assets and real estate across the border. It's about carefully organising and preparing an individual's wealth and property to be transferred to beneficiaries in a tax-efficient and legally compliant manner. This planning considers the unique laws of both Canada and the US to minimise taxes and legal complexities.

To navigate these processes successfully, it's important to seek help from professionals who understand international tax laws. They ensure that your assets are secure, taxes are minimised, and the transfer of wealth is seamless. The goal: peace of mind.

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THE PROBLEM / OPPORTUNITY

Cross-border estate planning and property ownership can present various complex challenges for individuals and families due to the involvement of multiple jurisdictions and legal systems. Some of the common problems people face in this context include:

Estate Taxation
Inheritance Laws
Multiple Wills and Documents
Property Ownership Rules
Currency Fluctuations
Jurisdictional Conflicts
Privacy Concerns
Tax Residency
Trust Structures
Compliance and Reporting Requirements
Succession Planning for Family Businesses

Initiate Your Cross-Border Journey

Ready to take the next step? Complete the form below and let's begin navigating your cross-border tax and immigration needs together.

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OUR SOLUTION

As qualified professionals in both the US and Canada, we have a unique advantage in providing comprehensive advice that takes into account the laws of both countries.

Experienced in:

Tax planning for US beneficiaries of Canadian estates.
Drafting specific types of trusts that are essential for optimizing tax benefits and protecting family wealth.
Guiding clients through the process of purchasing US vacation properties, ensuring that they navigate the complexities of US tax laws seamlessly.
Managing tax issues that arise when non-US persons sell US real estate.

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Client-Focused Onboarding Approach

Our client engagement mirrors our core principles: discretion, proficiency, and transparent fees. Instead, our onboarding process simply ensures that we are the professionals best suited for your situation.

Client Conflict Check and Verification of Identity

Initiate Your Case Evaluation

Rigorous Analysis and Strategic Alignment

30-Minute Complimentary Consultation

Providing us your individual and, if applicable, business name(s) is all that we need to start this process.

Your journey begins by detailing your situation through our intake form. This foundational step allows us to gain an understanding of your circumstances, setting the stage for a tailored approach that aligns with our values of confidentiality, sound advice, and transparent fees.

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Our seasoned team at Bordera undertakes a preliminary review of your case. This rigorous analysis enables us to discern the perfect harmony between your unique requirements and our extensive experience. Every detail matters as we ensure a strategic alignment that ensures excellence.

Having identified the synergy between your needs and our capabilities, we initiate a 30-minute complimentary virtual consultation, where one of our professionals delves into the intricacies of your matter, and provides the opportunity to explore engagement options, shaping a path forward.

Client Conflict Check and Verification of Identity

Providing us your individual and, if applicable, business name(s) is all that we need to start this process.

Experience Beyond Borders

Choose Bordera to access a team with 25+ years of cross-border tax experience, offering big firm knowledge tailored to your needs without the associated bureaucracy. Benefit from cross-border tax and immigration solutions that transcend national perspectives, ensuring efficient and effective resolutions from day one.

25+ Years Combined Cross-Border Tax Experience

US tax lawyers located in Western Canada are a very niche skill set. Our team of professionals bring over 25 years of combined cross-border tax experience, from leading practices at Big 4 firms, and managing boutique law, to providing customized solutions for our clients.

Big Firm Experience, Without The Fluff

We are US tax lawyers who have helped hundreds of individuals properly renounce their US citizenship, expand their businesses into the lucrative US market, oversee cross-border trust and estate planning, and manage their US and Canadian tax reporting issues. Our clients gain from our experience typically found at the big law and accounting firms, but without dealing with big firm bureaucracy and fees.

Complete Cross-Border Tax & Immigration Solution

Cross-border tax law is always complex, and unfortunately, many of our clients come to us after speaking with their accountants or lawyers that provided advice from only a Canadian or US perspective. This ultimately wastes time and resources, and sometimes makes things worse. At Bordera, our focus is always on giving our clients a complete cross-border tax and immigration solution from the initial meeting.

CROSS-BORDER ESTATE PLANNING & PROPERTY OWNERSHIP

Securing Your Global Legacy: Cross-Border Estate Planning and Property Ownership Strategies

Global Wealth and Property Management

Explore tailored advice and customized strategies to protect your wealth and assets globally, ensuring your peace of mind.

THE PROBLEM / OPPORTUNITY

Initiate Your Cross-Border Journey

OUR SOLUTION

Client-Focused Onboarding Approach

Experience Beyond Borders

25+ Years Combined Cross-Border Tax Experience

Big Firm Experience, Without The Fluff

Complete Cross-Border Tax & Immigration Solution

Services

US CITIZENSHIP RENUNCIATION

CROSS-BORDER BUSINESS TAX & IMMIGRATION

US TAX REPORTING FOR INDIVIDUALS & BUSINESSES

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Calgary

Edmonton