Print Page | Contact Us | Sign In | Register
March Educational Seminar: U.S./Canadian Cross-Border Estate Planning
Register View Registrations Tell a Friend About This EventTell a Friend

 Export to Your Calendar 3/26/2018
When: Monday, March 26, 2018
From 11:30 AM until 1:30 PM
Where: Morgan, Lewis & Bockius
One Federal Street
Venue 13
Boston, Massachusetts  02110
United States
Contact: BEPC

Online registration is available until: 3/26/2018
« Go to Upcoming Event List  

March Educational Seminar:

U.S./Canadian Cross-Border Estate Planning


Join us on March 26th from 11:30am-1:30pm at Morgan Lewis with speakers Kristy Balkwell, Rahul Sharma and Martin Rochwerg.


Many cross-border planning issues arise involving Canada, when a US citizen resides in Canada, hold Canadian investments, inherits from or marries a Canadian,  a U.S. trust includes a Canadian or future Canadian as a beneficiary, or Canadian becomes a dual resident. The presentation will highlight from a Canadian perspective some of the planning considerations for probate, income tax, and estate and gift tax purposes for 2018 after major Tax Reform for 2018 in both countries.


  • Kristy Balkwill is a Partner of Miller Thomson, has an LLM in Tax, is a member of STEP New York, and the Chair of the Finance Committee of Skate Canada (sponsor of Gold Medal skating team at the PyeongChang 2018 Olympics). Read full bio here.
  • Rahul Sharma is a Partner of Miller Thomson, a Co-editor of Taxes and Wealth Management (Thomson Reuters), an Assistant Editor-in-Chief of Miller Thomson on Estate Planning (Thomson Reuters), and does annual North American webinars for Wolters Kluwer on cross-border topics. Read full bio here.
  • Martin Rochwerg is a partner of Miller Thomson, a Past Executive Council member of The International Academy of Estate and Trust Law, a Fellow of ACTEC, an Adjunct Professor at Osgoode Hall Law School since 1980, and a Past Chair of the Estate Planning Council of Toronto. Read full bio here.

*Lunch will be provided. 



Member Price: $25

Non-Member Price: $50 


NOTE: Further information on this event will come from Please make sure that your email is set up to allow these messages and does not filter them into your Spam folder.  

Cancellation: If you need to cancel a registration, please notify the BEPC Member Services department at 781-876-8881 or 100% refunds will be provided for cancellations made up until 3 days prior to the event. After that, no refunds will be granted but we will accept substitutions.