Navigating the Administration of U.S./Canadian Trusts and Estates

September 13, 2023

Topic: Navigating the Administration of U.S./Canadian Trusts and Estates

Southern California is well known as a hot destination for both tourists and retirees. Canadians in particular, colloquially referred to as “snow birds,” flock to the beaches, wineries, and impeccable weather California has to offer. With such migration, there grows a demand for professionals who can assist in navigating the complex estate planning and administration issues that arise with such clientele. There are unique challenges in administering trusts and estates that involve assets situated in multiple jurisdictions.

The presentation will address some of the common issues that can arise during the administration of interjurisdictional trusts and estates, with a particular focus on Canadian and American cross-border administration. Using case scenarios, tax issues, potential spousal and dependent claims, and the main differences in the administration process will be evaluated. The purpose of this presentation is to assist fiduciaries and other professionals spot issues and seek guidance if necessary when presented with cross-border issues in the administration of a trust or estate.

Andrew Nutbrown presenting at Fiduciary Round TableSpeaker: Andrew D. Nutbrown, Associate Attorney, KJM Law Partners

Andrew Nutbrown is an Associate Attorney at KJMLAW Partners in Pasadena. He primarily handles trust administration and trust litigation matters, with a focus on inter-jurisdictional tax and planning issues. As a licensed attorney in both California and Canada, Andrew is committed to ensuring his clients maintain comprehensive estate plans that minimize international and American tax liabilities.

Prior to joining the firm, Andrew worked as a lawyer at Doyle Prendergast, where his practice focused mainly on wills and estates, real estate and corporate law in his hometown of Aylmer, Ontario, Canada. Andrew also has experience representing greenhouse developers related to issues involving the agribusiness sector supporting southern Ontario’s burgeoning greenhouse industry.

Since moving to California, Andrew has become an active member of the legal community, joining the board of the Beverly Hills Bar Association Barristers Section, Maple Business Council, the Society of Trust and Estate Practitioners as an affiliate member, and volunteering in various pro bono matters at Neighborhood Legal Services of Los Angeles County.

Andrew earned a Bachelor’s Degree in History and Philosophy at Huron University College and a Juris Doctor at the University of Western Ontario.

Outside of practicing law, Andrew enjoys mountain hiking, surfing, jiu jitsu, and playing various musical instruments.