E2 Visa / Texas / BC Cdn Assets / Wills and Estate Planning

Hello there!
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> How are things in North Van.? We lived there for a year in 1978.
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> Situation:
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> We need some help / assistance / guidance
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> We are in the USA in Texas since 1992 on E2 Visas. We are Canadian citizens. We own xxxxxxxxxxxxxx. a Texas ‘C’ corporation, and xxxxxxxxxxxxxxxxxx Inc. separately incorporated in Alberta. We file Canadian T1s as Alberta residents and US 1040s each year. CCRA ‘deemed’ us ‘dual residents for tax purposes. (I love CCRA and their ability to ‘deem’ things.)
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> We own substantial assets (company, real estate, etc.) in Texas, and we own substantial assets in Canada (include condo and boat in BC). We don’t currently own any real estate in Alberta. We do maintain an address there. Texas is a community property state.
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> We need help with Will(s) and estate planning. I am 57, my husband is 73.
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> Is this your area of expertise? Can you recommend someone?
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david ingram replies:

What you are looking for is what I do although i would refer you to a lawyer for final wills.

Under article IV of the US / Canda Tax Treaty as described, you woul dnot owe any tax to Canada on your US holdings even if deemed a factual resident of Canada.