STEP Canada National Conference 2020


Nicholas Holland speaks at the STEP Canada National Conference 2020, presenting “Foreign Trusts – From STAR Trusts to Dynastic Trusts is Foreign Personal Planning Still a Useful Option for Canadians.”

Following amendments to the non-resident trust rules and the elimination of the 5-year immigration trusts, many planners concluded that foreign personal planning is no longer feasible. This panel will examine both potential foreign personal planning advantageous plans as well as pitfalls that may exist in the US and Canada for taxpayers – especially where US connections are becoming more and more prevalent in our work. In particular, this seminar will look at:

  • CCPC planning;
  • On-going administration and administration issues;
  • What happens if you have (or don’t have) a US Grantor trust;
  • Granny Trust planning;
  • UK beneficiaries and foreign personal planning;
  • Actual context, where foreign trust planning makes sense – a Canadian parent with children living in different countries.

For full conference information, please click here.

Dig Deeper

Marrakesh, Morocco / Speaking Engagements / February 26-28, 2020

Trust & Estates Litigation Forum 2020

Asheville, North Carolina / Speaking Engagements / June, 2020

ACTEC 2020 Stand Alone CLE

Washington, DC / Speaking Engagements / January 23, 2020

US Estate Planning & Taxation

Orlando, Florida / Speaking Engagements / January 16. 2020

Heckerling Annual Estate Planning Seminar

Guernsey / Speaking Engagements / November 18, 2020

Mourant Guernsey Trusts Forum

Jersey / Speaking Engagements / November 16, 2020

Mourant Jersey Trusts Forum

Get In Touch