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Tips And Traps For Canada-U.S. Estate Planning and Administration

Retirement & Estate Planning
September 27, 2023

Client Insights Webinar - Tips And Traps For Canada-U.S. Estate Planning and Administration with Riaan Botha, Senior Trust Advisor, Solus Trust Company, and Debbie Wong, VP, Tax Consulting, Raymond James Ltd.


Recorded September 27, 2023.

Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd. and Raymond James (USA) Ltd. are not regulated by CIRO and are not Members of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company ("STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.

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