Private Client Services
Estate planning for founders: What to put in place at each stage of growth
Alternative minimum tax: An essential part of your financial planning
Estate freeze alert: Ontario Court of Appeal rules trust interest is not a gift after marriage
The 21-year rule: How to prepare a family trust for this crucial milestone
Rasner v. Berger : When estate litigation can become an executor’s personal problem
Planning your estate later in life: Four ways to protect your will from a capacity challenge
Enforceable or intimidating: When does a no-contest clause in a will have legal effect?
How a Henson trust can protect ODSP benefits for a loved one with a disability
Death of a private company shareholder: A practical guide for investment advisers
When an executor cannot be neutral: Identifying disabling conflicts of interest for executors
Canadians buying a U.S. vacation property: Should you use a trust?