Samantha Wu, B.A., J.D., Tep

Samantha Wu, B.A., J.D., Tep Email and Phone Number

Toronto, ON, CA
Samantha Wu, B.A., J.D., Tep's Location
Toronto, Ontario, Canada, Canada
Samantha Wu, B.A., J.D., Tep's Contact Details

Samantha Wu, B.A., J.D., Tep work email

Samantha Wu, B.A., J.D., Tep personal email

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About Samantha Wu, B.A., J.D., Tep

Samantha Wu, B.A., J.D., Tep is a Partner at Cassels Brock & Blackwell LLP. She possess expertise in estate planning, estate tax planning, wills, trusts, powers of attorney and 4 more skills.

Samantha Wu, B.A., J.D., Tep's Current Company Details
Cassels Brock & Blackwell LLP

Cassels Brock & Blackwell Llp

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Partner
Toronto, ON, CA
Samantha Wu, B.A., J.D., Tep Work Experience Details
  • Cassels Brock & Blackwell Llp
    Partner
    Cassels Brock & Blackwell Llp
    Toronto, On, Ca
  • Cassels Brock & Blackwell Llp
    Partner
    Cassels Brock & Blackwell Llp Jul 2024 - Present
    Toronto, Ontario, Canada
    - Ontario/Canadian estate planning for high net worth families which includes asset analysis, recommendations for structures under the Will such as spousal or testamentary trusts, usage of inter vivos trusts to hold certain assets, implementation of such structures (preparation of trust agreements, Wills, and Powers of Attorney), complex gifting, incapacity considerations and planning. - Generational estate planning for Canadians owning assets in the US, Canadians holding US citizenship, and Canadians with beneficiaries who are US citizens and/or residents.- Advice/implementation on various tax issues/structures both in the Canadian-only and US/CAN cross border context: gifting/gift tax exposure, capital gains tax planning, probate tax planning, US estate tax planning (for assets to be acquired or existing US assets), departure tax planning for Canadians moving to the US or Americans moving to Canada, cross-border tax treatment of various corporate and partnership structures.- Implementation of partnership structures and tax advice on rollover. - Advice on withholding rules and procedures for Canadians disposing of US real estate interest (specifically rules and procedures relating to IRC Sec. 1445/1446 (FIRPTA/ECTI)) and associated filing obligations.- Analysis on credits and applicable rules under the US-CAN Tax Treaty;- Probate planning and multi-jurisdictional (cross-province and US/CAN cross-border) planning. - General advice on Ontario probate administration.
  • Altro Llp
    Partner
    Altro Llp Jan 2019 - Jun 2024
    Toronto, Canada Area
  • Altro Llp
    Associate
    Altro Llp Nov 2012 - Jan 2019
    Toronto, Canada Area
    Specializing in Cross Border Tax and Estate Planning, Canadian Tax and Estate Planning, Cross Border Real Estate, and complex Tax Analysis for US/Canadian dual citizens and Americans living in Canada. *Articling Student from Feb 2014 - January 2015
  • Lawyers For Children
    Law Clerk
    Lawyers For Children Aug 2009 - Dec 2009
    Advocates for children in custody cases in Manhattan and Bronx Family Courts. Draft pleadings, summation arguments, and recommendations to the court. Review case files and summarize forensic reports to develop questions for direct and cross-examination.(Placement as part of Family Law Clinic)
  • Oxford University Press
    Editorial Research Assistant (Law Division)
    Oxford University Press May 2009 - Aug 2009
    Greater New York City Area
    Legal research for monographs in topics of public international law and national security/terrorism law; Editing and cite-checking manuscripts and book proposals; researching recent decisions and compiling the 2008 series of American International Law Cases; write new book announcements.
  • Federal Trade Commission
    Summer Intern
    Federal Trade Commission May 2008 - Aug 2008
    Seattle, Washington
    Provided support in investigations, researched and drafted memoranda on illegal sweepstakes and lotteries.

Samantha Wu, B.A., J.D., Tep Skills

Estate Planning Estate Tax Planning Wills Trusts Powers Of Attorney Commercial Litigation Legal Writing Research Personal Tax Planning

Samantha Wu, B.A., J.D., Tep Education Details

Frequently Asked Questions about Samantha Wu, B.A., J.D., Tep

What company does Samantha Wu, B.A., J.D., Tep work for?

Samantha Wu, B.A., J.D., Tep works for Cassels Brock & Blackwell Llp

What is Samantha Wu, B.A., J.D., Tep's role at the current company?

Samantha Wu, B.A., J.D., Tep's current role is Partner.

What is Samantha Wu, B.A., J.D., Tep's email address?

Samantha Wu, B.A., J.D., Tep's email address is sw****@****evy.com

What schools did Samantha Wu, B.A., J.D., Tep attend?

Samantha Wu, B.A., J.D., Tep attended Benjamin N. Cardozo School Of Law, Yeshiva University, Pepperdine University School Of Law, The University Of British Columbia, Shawnigan Lake School.

What skills is Samantha Wu, B.A., J.D., Tep known for?

Samantha Wu, B.A., J.D., Tep has skills like Estate Planning, Estate Tax Planning, Wills, Trusts, Powers Of Attorney, Commercial Litigation, Legal Writing, Research, Personal Tax Planning.

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