[WSBAPT] US and Canadian tax law

Sarah Smith sesmith at ballardlawyers.com
Thu Mar 16 01:28:12 PDT 2017


Thank you I will pass that information on

Sarah E. Smith

On Mar 15, 2017, at 11:15 PM, Carla Higginson <carla at higginsonbeyer.com<mailto:carla at higginsonbeyer.com>> wrote:

My law partner Garrett Beyer is a very experienced international tax and business attorney and handles matters such as you outlined on a regular basis.  He says he would be happy to speak with you.

___________________________

Carla J. Higginson, Attorney
Higginson Beyer, P.S.    <image001.png>
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<http://HigginsonBeyer.com>

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Sarah Smith
Sent: Wednesday, March 15, 2017 8:09 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] US and Canadian tax law

I have a client who is moving to Canada (Toronto) in about a year. Do you know anyone who is conversant with US and Canadian tax law ramifications. She and her husband are both Canadian citizens (he is a dual citizen) but they have Roth Ira’s, etc.….

They are both US residents and have been for about thirty years but are now making the move (soon retiring).

Any recommendations would be appreciated.

Sarah E. Smith, Esq.
MULLAVEY, PROUT, GRENLEY & FOE, LLP
2401 N.W. SIXTY-FIFTH
P.O. Box 70567
SEATTLE, WASHINGTON  98127
(206) 789-2511
FAX:  (206) 789-4484
sesmith at ballardlawyers.com<mailto:sesmith at ballardlawyers.com>

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