Estate Planning with Foreign Property

Neufeld Legal P.C. can be reached by telephone at 403-400-4092 or email Chris@NeufeldLegal.com

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Designing an estate plan that addresses the foreign property holdings and investments of the settlor needs to properly appreciate the associated particularities of the law and tax consequences. Why? Because two of the most important aspects associated with foreign property in an individual's estate are (1) repatriation of that foreign property and (2) the tax consequences of returning the proceeds from the repatriation of such foreign property or investments to Canada.

Planning and implementing such an estate plan (will or trust) needs to properly account for such complexities. Irrespective of its size, appropriate attention needs to be directed towards the foreign component and how best to extract and distribute it to the estate's intended beneficiaries. For given the potential value associated with such foreign property or investment holdings, it is important not to improperly loses portion of it in the repatriation process.

Contact our law firm today to learn how our legal team can help you plan for the future or deal with the legal demands associated with the passing of a loved one. Contact our law firm at 403-400-4092 or via email at Chris@NeufeldLegal.com to schedule a confidential initial consultation.


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