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Deep Freeze

  • Hadielia Yassiri
  • Jul 17, 2019
  • 1 min read

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



 
 
 

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©2020 by Hadielia Yassiri. All rights reserved. 

Disclaimer: The opinions expressed in this publication are solely my own. Any view or opinions represented herein are personal and belong solely to me and do not represent those of people, institutions or organizations that I may or may not be associated with in a professional or personal capacity, unless explicitly stated.

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