Medallion Signature Guarantee

North American Assets and Administration

It is increasingly common to find assets that originate from the USA or Canada when dealing with the administration of a person’s estate. This is often due to changes in the corporate world, such as mergers or takeovers. For example, a UK investor who bought shares in Cadbury before 2010, might now have financial interests in Dr Pepper, Kraft and Mondelēz International, following a series of company buyouts.

Our international team are experts on all aspects of North American and Canadian probate law and can provide all the advice and guidance you need when dealing with these assets.

As many people tell us they find it difficult to navigate these probate procedures, which often seem overly rigid and complex for non-residents of either country, we have also prepared some handy guides to explain the key issues and answer frequently asked questions.

If you can’t find the information that you need in the documents below, or if you need more detailed advice, then please get in touch – we’d be happy to help.

Latest News & Blogs

Tyco sends us loco!
Apr
2017

Dealing with North American shareholdings can leave non-US based estate practitioners scratching their heads, we offer guidance to make sense of it all.

Kraft-unilever
Feb
2017

Last week when Kraft Heinz announced their £155 billion bid for Unilever, the International Private Client team at Lester Aldridge was poised for a frenzy!

W-8BEN
May
2015

For those attending to US shares, especially during estate administration, trying to comply with the tax form requirements can be a cause for concern.

Medallion Signature
Apr
2015

Unless you have had the misfortune of trying to deal with North American shares, you have probably never heard of a Medallion Signature Guarantee.

FTSE 100
Apr
2015

A number of UK individuals do not realise that they too hold shares in Kraft, or entitled to shares in Kraft, due to investments in Cadbury’s–Schweppes.

Globe - Domicile
Mar
2015

If you own assets in more than one country or spend time abroad, it is vital when planning for the future that you identify your domicile.

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