Our Services

U.S. Estate and Gift Tax Services

Trowbridge, in conjunction with qualified U.S. estate tax lawyers, provides U.S. estate and gift tax consulting and compliance services. We work with individuals, accounting firms and investment advisors to minimize U.S. estate and gift tax liabilities for our clients. We focus on Canadians with U.S. situs assets such as U.S. real property as well as situations where one spouse is a U.S. citizen. We help our clients’ structure their affairs so that they pay the lowest amount of U.S. estate tax and through proper planning we can significantly reduce or even eliminate any U.S. estate tax liabilities.

Our U.S. estate and gift tax services include:

• Preparation of U.S. estate tax liability estimates for U.S. citizens, individual’s domiciled in the U.S.  and U.S. non-residents with U.S. situs assets
• Preparation of U.S. estate and gift tax planning memos
• Preparation of Form 706 – United States Estate Tax Return
• Preparation of Form 709 – United States Gift Tax Return