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Cross-border estate administration: U.S. beneficiaries

Tuesday, August 28, 2018 @ 9:09 AM | By Susannah Roth and Margaret O’Sullivan

When a deceased person had cross-border connections to the United States and Ontario or any province or territory in Canada, many issues can arise which can complicate the administration of their estate. In this series of articles, we discuss common issues that can arise when estates have connections on both sides of the border.

We use the term “estate trustee,” the term used for the legal representative of an estate under the Ontario Rules of Civil Procedure. The term executor (where the deceased died with a will)...