We’ve talked a lot already about proposed tax law changes in the U.S. later this year. From potential changes to the federal estate and gift tax exemption amounts to capital gains rates, there’s a lot that Congress is debating. Our friends to the North (up in Canada) are also looking at potential tax law changes as well. On this week’s episode of the Wealth & Law Podcast, Brent and Rachel chat with Paul Taylor to discuss the proposed tax changes in the U.S. and Canada and the potential impact those changes could have on cross-border planning.
Paul Taylor is a partner in the Ottawa office of Borden Ladner Gervais LLP. Paul’s practice focuses on trust, estate, and incapacity planning and administration as well as corporate law. Paul has a wide range of trust, estate, and incapacity experience, including planning for individuals with high value and complex assets, working with clients to provide for beneficiaries with disabilities, and preparing, amending, and interpreting trusts for aboriginal groups. Paul’s corporate law experience includes the implementation of corporate structures as part of tax and other planning.