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March Educational Seminar: U.S./Canadian Cross-Border Estate Planning
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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

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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 


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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.