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estate taxes

  1. Can joint accounts be used to evade US estate tax for non-US persons?

    Taxation
    I know that in most provinces, estate/probate fees can be evaded if you have a joint account with right of survivorship any one to sign. But can I use a joint account located at a Canadian brokerage to hold large amounts of US stocks (think above US$5, 500, 000) and have the assets pass directly...
  2. US Estate Taxes on Canadian Mutual Funds?

    Taxation
    From what I understand, the IRS can go after you for Estate taxes (Upon death) if you have $60,000US taxable assets AND $2M in total worldwide assets. (doesn't apply to US Securities held in an RRSP). If you hold a Canadian mutual fund that holds US assets, does that count toward the $60,000...
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