Representing and advising the Canadian executor
Services
We offer representation and advice to the Canadian personal representative (estate trustee, executor, administrator) in the settlement of the estate in Canada and Germany. If probate administration in Canada is necessary, we work together with specialized Canadian lawyers in Canada (in particular Ontario and British Columbia). The services provided include, for example,
- preparing the application for the granting of the trustee's certificate (certificate of appointment, letters of probate, grant);
- collection of estate assets in Canada;
- preparing the application for a German certificate of executorship or inheritance;
- collection of estate assets in Germany
- reparing the estate inventory, drawing up the distribution plan and accounting;
- declaring Canadian taxes, in particular CGT on deemed disposition on death and income tax for the year of death:
- determination of the right of taxation regarding the income of the estate for income tax purposes under the German-Canadian Income Tax Treaty, in particular the tax domicile (domicile);
- Advice on the tax obligations of the estate administrator in Germany;
- Advice on the tax obligations of beneficiaries in Germany (see also representation of a beneficiary vis-à-vis the Canadian estate administrator).
In-Person consultation and remote consultation
We provide In-Person consultation in Berlin and Munich.
Otherwise, we provide advice via remote communication (Zoom, telephone, e-mail).
Do You have any Questions?
We look forward to assisting you. For the sake of simplicity and efficiency, we request that you use our contact form for your inquiry and describe the matter as clearly as possible. In addition, you can include relevant attachments. After submitting your inquiry, we will contact you either by telephone or e-mail within 2 working days. If we can assist, we will suggest a time and date for an initial consultation. Of course, you can also contact this firm or a particular attorney directly to make an appointment for a personal consultation or telephone consultation (find contact details here). Please be advised that no attorney-client relationship is created by sending us an email or filling out this contact form. For information on our fees, please click here.
Upon request, we offer consultation via Zoom. For general information on how to join an instant meeting through an email invite, please visit the Zoom website.