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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">I had a probate which involved a Whistler condo and a Canadian bank account and it was necessary to have the assistance of a Vancouver lawyer and accountant to handle all the
paperwork to set up the ancillary probate.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">I used:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Ian T. Davis<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Race and Company, LLP</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Barristers and Solicitors</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Squamish Dir. (604) 815 4816</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Whistler Dir. (604) 935 3607</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Squamish Fax: (604) 892 5461</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Whistler Fax. (604) 932-2515</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:navy">His assistant is Anna Pedersen and they were very helpful (but a bit costly) <o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#2F5496">Kokie Adams<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#2F5496"><img width="308" height="47" id="_x0000_i1026" src="cid:image001.jpg@01D0F54E.3E6F4C40" alt="Adams-Logo-Print-300dpi-900wide"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#4472C4"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Times New Roman",serif;color:#2F5496">Office:
</span></b><span style="font-family:"Times New Roman",serif;color:#2F5496">425.774.0444
<b>| Fax: 425.771.2711</b> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><a href="mailto:kokie@adamslawgroupnw.com"><span style="color:#2F5496">kokie@adamslawgroupnw.com</span></a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><a href="http://www.adamslawgroupnw.com/"><span style="color:#2F5496">www.adamslawgroupnw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Amy Allison<br>
<b>Sent:</b> Tuesday, September 22, 2015 2:30 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] International Estate Planning question<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Listmates,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a client who is a Canadian Citizen. The only asset she owns in Canada is an investment account with a Canadian investment firm. I would like to help her avoid probate in Canada (and the 1.4% probate fee) but apparently you cannot
name a POD beneficiary on “non-registered” accounts. You can only name POD beneficiaries on “registered accounts” such as RRSPs and RRIFs.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">We looked into naming her children as joint owners with survivorship on the non-registered account but that has some tax implications in Canada and other potential pitfalls.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">So my question is: would letters testamentary issued in Washington be sufficient to give authority to the Washington PR over the Canadian investment account? Or would we have to accomplish an ancillary probate in Canada for the investment
account? If anyone has come across this before, I would be interested to know what your experience has been.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Amy C. Allison<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Anderson Hunter Law Firm, P.S.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">2707 Colby Ave. #1001<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">P.O. Box 5397<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Everett, WA 98206<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">(425) 252-5161<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><img border="0" width="143" height="45" id="Picture_x0020_1" src="cid:image003.jpg@01D0F54E.3E682050" alt="Description: AH Color Large-no-tag"></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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