Miller Thomson’s Private Client Services group and Estate Litigation team presented a 4-part monthly speaker series on Estate Planning through the Generations, which followed one family at various junctures and explored their relevant estate planning considerations. Loosely based on the Dutton family in the hit show “Yellowstone”, each month delved into the estate planning issues and needs of family members as they transition to new life stages.
Part 3: Dealing with Assets Across the Border, Protecting your Family Property and Much More focused on one of the Dutton family children, who purchased a number of properties while living in the United States. She recently returned to the family’s ranch in Canada, and started a family. Although she is settling into her return to Canada, she is not ready to part with her US properties.
Speakers examined current cross-border issues with US planning, how a domestic contract may be used to protect the legacy of the family business, and topics of interests around the family property.