Episode 32 – Non-resident beneficiaries? Here’s where estate taxes get complicated

When an estate involves non-resident executors or beneficiaries, the tax implications can be far more complex than most expect. In this episode, we explore how cross-border considerations impact estate distributions, from navigating key CRA forms like the T2062 and T2062C to understanding which transactions qualify as dispositions for tax purposes. We also discuss how tax treaties — particularly with countries such as the U.S. — can influence filing requirements and potential exemptions. Whether you’re a lawyer, accountant, or executor managing an estate with Canadian real estate and beneficiaries abroad, this episode offers clear, practical insights to help you avoid costly mistakes and ensure compliance.

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Connect with Frankie Loreto and Sarah Netley

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