Samantha Wu is speaking on “Families Split by the 49th Parallel: What to Know When Children Move to the United States” at STEP Canada’s 28th National Conference.
This session discusses situations Canadian families can face when children move to the United States including unexpected cross-border tax, estate, and reporting complications such as departure tax and the treatment of RRSPs and TFSAs to US estate and gift tax exposure, trust restructuring, and the need for coordinated wills, powers of attorney, and compliance with FBAR, FATCA, and Canadian non-resident reporting rules. Samantha will be discussing the key risks and planning opportunities that families need to consider in order to cross the 49th parallel with confidence.
Cassels is pleased to be a sponsor of this event, which is taking place in Toronto on June 2, 2026.