I have family in both Canada and the United States, should I set up a trust?

 

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There is no one size fits all solution. In some cases, a trust can be a practical and effective way to hold and administer property between generations. However, there are certain tax provisions that are designed to target cross-border families that use trusts with connected contributors and non-resident beneficiaries. Our dedicated team will be able to assess your unique family situation and provide guidance on the solutions that works best for you and your specific circumstances.

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