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  • Hadielia Yassiri

Deep Freeze

For US-Canadian dual citizens living in Canada, implementing an estate freeze, a common Canadian planning strategy, can have unexpected and adverse US tax consequences, including negative treatment under US gift tax, US grantor trust rules and US estate tax regime.


Here is the link to an article I wrote an article with David Altro outlining the US tax implications, which was published in the STEP journal. US issues related to Canadian estate freezes

#estatefreeze #corporatereorganization #UStax #USestatetax #USgrantorrules #USperson #USinCanada #estateplanning #gifttax #dualcitizen



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