Overview

In today’s increasingly mobile and interconnected world, many families live, invest, and build legacy across borders. While global opportunity offers significant benefits, it also brings unprecedented legal, tax, and logistical complexity when it comes to managing and transferring wealth. At Gallant & Toole Inc., we provide a bespoke Cross-Border Estate Planning service tailored to meet the needs of internationally positioned individuals, families, and wealth structures.

Whether you are a dual citizen, own property in multiple countries, operate an international business, or have heirs residing in different jurisdictions, our cross-border expertise ensures that your estate plan is not only legally sound—but fully synchronized with your global reality.

Why Cross-Border Estate Planning Is Critical

Traditional estate planning falls short when assets and heirs span countries with conflicting laws. What’s valid in one jurisdiction may not be recognized in another. Without a coordinated cross-border strategy, clients face the risk of forced heirship claims, unintended tax burdens, delays in probate, and the invalidation of key estate documents.

An effective international estate plan:

• Aligns wills and trusts across legal systems

• Reduces exposure to inheritance, estate, and capital gains taxes

• Navigates conflict-of-law issues between civil and common law jurisdictions

• Ensures global enforceability of directives and asset transfers

• Avoids fragmentation of wealth and family discord across borders
  

Our goal is to bring clarity and cohesion to what would otherwise be a fragmented and risk-prone process.

How Gallant & Toole Supports You

We work closely with clients and their global advisory teams to build estate strategies that are secure, compliant, and agile. Every plan we design is anchored in legal precision, but guided by your personal intent and family values.

We offer:

• Jurisdictional Estate Alignment We conduct a thorough review of your international holdings, family residency status, and governing laws, then design structures that harmonize with multiple inheritance regimes and tax systems.

• Multi-Will Strategy & Testamentary Coordination We draft or coordinate localized wills that comply with local laws while preserving global intent—ensuring one jurisdiction’s will does not revoke or conflict with another.

• Trusts & Foundations Across Borders We establish and administer cross-border trusts and private foundations for asset protection, succession, and philanthropy—incorporating tax treaties, privacy laws, and regulatory obligations.

• Forced Heirship & Domicile Planning For clients affected by civil law succession rules, we design strategies that respect family wishes while mitigating legal and financial constraints related to domicile and statutory inheritance rights.

• Asset Transfer Structuring We structure the transfer of property, business shares, and investments with a focus on reducing estate tax, avoiding probate, and facilitating efficient access for beneficiaries worldwide.

• Tax Compliance & Regulatory Planning Our team integrates cross-border estate planning with FATCA, CRS, CFC, and other global tax compliance frameworks—ensuring peace of mind across financial institutions and legal systems.

Who We Serve

• Global entrepreneurs and executives with cross-border holdings and beneficiaries

• Families with international real estate, trusts, or multi-currency investments

• Dual citizens and expatriates navigating succession in multiple legal systems

• Trustees and fiduciaries overseeing global structures or charitable entities

• Family offices requiring alignment of estate, tax, and governance protocols across jurisdictions

Why Gallant & Toole?

• True global fluency in legal, tax, and estate planning frameworks

• In-house cross-border lawyers and fiduciary strategists

• White-glove service for sensitive, complex family dynamics

• Long-term integration with business, philanthropic, and residency strategies
  

We are more than estate planners. We are global succession architects, uniquely equipped to turn fragmented international estates into seamless, secure legacies.

Think Beyond Borders. Plan Without Limits. Pass On With Precision.

At Gallant & Toole, we help you harmonize your global estate into one cohesive, protected legacy. Wherever your assets and heirs may reside, our cross-border expertise ensures your intent travels clearly—and your wealth transfers flawlessly.

📩 Book a Cross-Border Planning Strategy Call Contact Us