Firm Announcement



In celebrating the firm’s 25th year anniversary the partners of Altro & Associates, LLP are very pleased to announce that, due to his exceptional service to our firm and clients throughout Canada and the U.S., our partner Shlomi Steve Levy, an outstanding cross-border tax and estate planning lawyer, has been appointed a name partner in the Firm which shall be henceforth known as Altro Levy LLP.

Our industry leading law firm continues to provide sophisticated cross-border and domestic tax, estate planning and real estate legal services to high net-worth individuals.

Please note that our website and email addresses have been updated to reflect the new firm name. All email addresses for the team can be found on Our Team page on our website, which is now www.altrolevy.com. Alternatively, you can contact us by telephone at 1-800-370-4860 where we will direct you to one of our offices: Montreal, Toronto, Calgary, Vancouver, Florida or Arizona.

Congratulations, Shlomi.

Altro Levy Brings in New Talent


Welcome Heela Donsky!

We are pleased to welcome Heela to the Toronto office team. Prior to joining Altro Levy, Ms. Donsky was an associate in the Estate Planning and Wealth Management Group at Fasken Martineau DuMoulin LLP in Toronto. She earned her J.D. at the University of Western Ontario School of Law and is a member of the Bar of Ontario. She also holds a B.A. in Business Administration from York University.

 


Welcome Antoine Brosseau Wery!

We are pleased to welcome Antoine to the Montreal office team. Before joining the team at Altro Levy, he articled and practiced at Miller Thomson Pouliot LLP in commercial and civil litigation. Mr. Brosseau Wery earned his civil law degree (LL.B.) and Juris Doctor (J.D.) in North American common law at l’Université de Montréal. Antoine is a member of the Barreau du Québec.

David A. Altro Featured in the Montreal Gazette Wednesday, March 20, 2103

David A. Altro is a frequent contributor to Paul Delean’s business column in the Montreal Gazette. Click here to view the article online or scroll down to read David’s answer to the second question. Read the rest of this entry »

Ask the Experts Radio Show – March 2013


On the March episode of Ask the Experts on Newstalk1010, Partner & Chief Operating Officer Matt C. Altro, and Associate Jason Ansel spoke about the many issues faced by Canadians who own US property or are planning to move to the US. Read the rest of this entry »

US Citizen or US Resident Children Beware – “Trust” No One



Parents want what’s best for their children and will go to great lengths to see them succeed and help plan for their futures. Many parents have turned to trusts to provide their children with more sophisticated tax and estate planning to help them financially down the road. Generally, parents look forward to the day when they can see their children married, settled in a career, and raising a family of their own. However, there are no guarantees that their lives will remain here in Canada. Everyday Canadians move to the US, whether it be for work, studies or maybe to follow their potential spouse. Whatever the reason, these Canadians could become US residents or US citizens, an issue which must be addressed if they are beneficiaries of a Canadian trust. For clarity, the issues would apply to any trust that is foreign to the US, however we will be using a Canadian trust as an example throughout our discussion. Read the rest of this entry »