[WSBAPT] Canadian Beneficiaries in Trust

[Carla Higginson]

Hi Heather,

My law partner Garrett Beyer is extremely experienced in Canadian-US estate matters, as his practice has solely focused on international business and taxation for many years.  I checked with him on your post and he said he would be happy to talk with you.

Regards,
Carla

___________________________

Carla J. Higginson, Attorney
Higginson Beyer, P.S.    [cid:image004.png at 01D142F8.438976E0]
Friday Harbor Office:
175 Second Street North, Friday Harbor, Washington 98250 | Telephone: (360) 378-2185 | Facsimile: (360) 378-3935
Seattle Office:
701 Fifth Avenue, Suite 5500, Seattle, Washington 98104 | Telephone: (206) 623-8888 | Facsimile: (360) 378-3935

carla at higginsonbeyer.com<mailto:carla at higginsonbeyer.com>
HigginsonBeyer.com

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather deVrieze
Sent: Monday, March 6, 2017 10:24 AM
To: 'wsbapt at lists.wsbarppt.com'
Subject: [WSBAPT] Canadian Beneficiaries in Trust

Clients, both US persons, have several heirs who are Canadian residents and citizens. Their estate plan currently calls for establishment of a trust for each beneficiary who is still a youngster (under age 25) at the time of distribution. The trustee would be another relative, also a citizen/resident of Canada. Another beneficiary has diminished ability to handle money, and they want an annuity for his share.

Anyone well versed in cross-border issues with trusts available to help me help these clients. In particular, the spouse who handles more of the paperwork in the family is looking to streamline as much as possible, even to the point of establishing the accounts/trusts for these beneficiaries now so that they could simply direct additional funding in their Wills.

Thanks,
Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

Click here to connect with de Vrieze | Carney on Facebook:   [FB Logo] <https://www.facebook.com/DeVriezeCarney>

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