February 03, 2014 - Boston, MA
For more information contact: Joanne Thorud
(617) 589-3894; firstname.lastname@example.org
On January 22, Davis Malm shareholders Amy L. Fracassini, Brian L. Gaudet, and Donna M. White conducted a webinar, “Passport to Trusts & Estates: U.S. Issues for Canadian Estates,” which addressed tax and estate planning issues facing wealth and estate professionals in Canada. The presentation focused on transactional issues associated with purchasing property in the U.S.; transfer taxes applicable to non-citizens who are not domiciled in the U.S.; trust ownership issues of U.S. real estate; real estate tax obligations, particularly in rental and sale situations; and legal and tax issues in administering U.S. assets.
The program was hosted by the International Lawyers Network, and the Canadian law firms of Clark Wilson LLP in Vancouver and Fogler, Rubinoff LLP in Toronto also participated in the webinar.
Click here to view the webinar. (1:18:32)
Amy L. Fracassini practices in the Business Law and the Real Estate and Environmental areas. Her practice focuses on the representation of corporate clients in connection with sales and acquisitions of businesses, debt and equity financings, private placements, and real estate matters, including commercial leasing and purchase and sale agreements.
Brian L. Gaudet is a tax attorney with over 25 years of experience advising public and private companies and non-profit organizations in global, federal, and multi-state tax matters. His clients operate in a variety of industries such as health care, retail, industrial and consumer product manufacturing and distribution, technology, transportation services, shipping, financial products and services, intellectual property (including computer software), and commercial real estate, among others.
Donna M. White practices in the Trusts and Estates and Business Law areas. She concentrates her practice in all areas of estate and trust administration and estate, gift, and generation-skipping transfer tax planning, with particular emphasis on leveraged gifting techniques and other wealth transfer tax planning strategies involving trusts and limited liability companies.
About Davis, Malm & D'Agostine, P.C.
Founded in 1979, Davis Malm is a premier mid-sized, full-service New England firm. The firm provides sophisticated, cost-effective legal representation to local, national, and international public and private businesses, institutions, and individuals in a wide spectrum of industries. The attorneys at the firm practice at the top level of the profession and deliver successful results to clients through direct partner involvement, responsive client service, and practical and creative problem solving.
About International Lawyers Network
The International Lawyers Network is a leading association of 91 high-quality, full-service independent law firms. The network provides clients with easily accessible legal services in 66 countries on six continents. Since 2011, Davis Malm has been the ILN member for Massachusetts and northern New England. Membership in this organization allows Davis Malm to enhance its already robust international services to its clients doing business globally. Please visit the ILN website for more information about the organization.
The presentation focused on transactional issues associated with purchasing property in the U.S.; transfer taxes applicable to non-citizens who are not domiciled in the U.S.; trust ownership issues of U.S. real estate; real estate tax obligations, particularly in rental and sale situations; and legal and tax issues in administering U.S. assets.