Charles E. Telford III | Lippes Mathias LLP

Bio

Mr. Telford practices in a broad range of domestic and international estate planning matters with an emphasis upon business succession, asset protection, and loss of citizenship in the U.S. and Ontario.

He works with clients in the U.S. and Canada with respect to U.S. corporate, gift, and income tax matters, and frequently assists Canadian lawyers, accountants and other professionals to eliminate U.S. transfer tax exposure upon the receipt of a Canadian inheritance by a U.S. resident.

Mr. Telford’s practice includes the preparation of domestic and cross border wills, complex asset protection and dynasty trusts, together with business governance and transfer agreements.

Articles & Publications

“Examining estate and gift issues in cross-border tax planning.” Buffalo Law Journal, June 8, 2016

ADMITTED TO PRACTICE

New York
Ontario Canada - Foreign Legal Consultant
U.S. Tax Court
U.S. District Court, Western District of New York

Education

University at Buffalo School of Law, J.D., cum laude, 1986
New York University, LL.M., Taxation, 1987
Canisius College, B.A., 1983

Professional Associations

New York State Bar Association
Bar Association of Erie County
Estate Analysts of Western New York
Western New York Planned Giving Consortium and Financial Planning Counselors of Western New York, Inc.
Canadian Bar Association

Honor & Awards

The Best Lawyers in America©, 2012-2024
Upstate New York Super Lawyers®, 2012-2015, 2017-2018
BV Peer Review Rated for Very High to Preeminent Ethical Standards by Martindale- Hubbell
Business First of Buffalo/Buffalo Law Journal, Who’s Who in Law, 2012

Speaking Engagements

“Expanding Your Business into the United States, Cross-Border Strategies One Year in the New Administration," Haltech at Techplace, Burlington, February 28, 2018
“Cross Border Practice – Legal & Tax Issues," Western New York Estate Analysts, February 5, 2018
“U.S. Estate Planning,” Torkin Manes Business Law Seminar, November 17, 2016
“Foreign Account Tax Compliance, Giving Up U.S. Citizenship Tax & Estate Planning Issues For Canadians Ownership of U.S. Real Estate And Investments,” Neurose Business Seminars, Burlington, March 2016, Oakville, May 2016, Ottawa, June 2016, Toronto June 2016, Markham, September 2016, Brampton, November 2016
“U.S. tax and estate planning issues for Canadian ownership of US real estate and investment assets,” Neurose Business Seminar, March 1, 2016