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Private Client Services

Oct 22, 2025
Private Client Services

Protect estates from double taxation: The loss carryback strategy

  • Sarah Hallman-Krul
Jul 21, 2025
Private Client Services

“Until death do us part”: Am I responsible for my partner’s tax bill?

  • Wendi P. Crowe
  • Megan Kennedy
red tractor driving through a lettuce field
May 21, 2025
Private Client Services

Crafting the will to facilitate effective post-mortem estate planning

  • Stephen Sweeney, TEP
Sep 24, 2024
Private Client Services

New succession strategies for businesses

  • Stéphanie Pépin
Sep 24, 2024
Private Client Services

Planning a successful business sale

  • Seon K. Kang
Sep 05, 2024
Private Client Services

Alleged undue influence and incapacity dismissed by Ontario Superior Court: Graham v. McNally...

  • Sarah Hallman-Krul
Aug 15, 2024
Private Client Services

Powers of Attorney: The status of an attorney’s ability to deal with the grantor’s beneficiary...

  • Hillary Linden, TEP
May 21, 2024
Private Client Services

Powers of Attorney for the Ontario business owner

  • Sarah Hallman-Krul
  • Elizabeth Gaudet
Mar 19, 2024
Private Client Services

New trust reporting rules: CRA clarifies stance on late penalty relief for bare trusts

  • Kaitlyn Nelson
  • Stephen Hsia
Feb 29, 2024
Private Client Services

Invoking undue influence to challenge wills and other deeds in Quebec

  • Antonio Iacovelli
Feb 29, 2024
Private Client Services

Decoding afterlife finances: Understanding the tax implications for RRSPs, TFSAs and FHSAs upon the...

  • Hillary Linden, TEP
  • Sierra Gaines
Dec 19, 2023
Private Client Services

Tips for the drafting solicitor: The automatic vesting of real property weighed against the...

  • Nicole Cianci

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