Private Client Services
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?
The digital draft dilemma: Is your estate plan vulnerable to a single unprinted file?
Protect estates from double taxation: The loss carryback strategy
“Until death do us part”: Am I responsible for my partner’s tax bill?