Private Client Services

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Darren Lund and Nicole Woodward speak at LSO’s 24th Estates and Trusts Summit

Darren Lund and Nicole Woodward speak at the Law Society of Ontario’s 24th Estates and Trusts Summit. Darren Lund speaks on “LGBT Estate Planning” and Nicole Woodward speaks on “Pour Over Clauses”. Webcast details and registration

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Darren Lund co-chairs at the OBA Tax Considerations for Estates Planners: Key Issues and Helpful Strategies webcast

Darren Lund will be co-chairing the OBA Tax Considerations for Estates Planners: Key Issues and Helpful Strategies webcast on October 22, 2021.

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Wendi Crowe and Julia Amelio speak on “For the Love of Land – A Refresher on All Things Related to Land” at STEP Edmonton’s 2021-2022 Branch Bundle

Wendi Crowe and Julia Amelio speak at STEP Edmonton’s 2021-2022 Branch Bundle seminar. “For the Love of Land – A Refresher on All Things Related to Land” will discuss each of the following, keeping in mind the unique estate planning...

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Victoria Rodrigues and Nicole Woodward speak on “Selected Trust Issues” at the 2021 Ontario Tax Conference

Victoria Rodrigues and Nicole Woodward co-present at the Canadian Tax Foundation’s 2021 Ontario Tax Conference. “Selected Trust Issues” focusses on selected issues for discretionary inter vivos trusts, including: 1) a discussion on key advantages and disadvantages surrounding family trusts (including...

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William Fowlis speaks on “Estate Planning from Design to Wind-Up: Key Tax Issues & Pitfalls” at the 2021 Western Canada Tax Conference

William Fowlis is a co-presenter at the Canadian Tax Foundation’s 2021 Western Canada Tax Conference. “Estate Planning from Design to Wind-Up: Key Tax Issues & Pitfalls” examines the major considerations when advising clients on their estate planning at each stage...

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Rahul Sharma presents at the LSO Practice Gems: Probate Essentials 2021

Rahul Sharma will present at the LSO Practice Gems: Probate Essentials 2021 on September 23, 2021.

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Jennifer Corak speaks at The Estate Planning Council of Toronto virtual session

Jennifer Corak speaks at The Estate Planning Council of Toronto (EPCT) webinar on April 6, 2021, providing a case comment on the Ontario case of Tanti v Tanti.

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Sandra Enticknap and Dwight Dee present on estate planning

Sandra Enticknap, QC and Dwight Dee co-present a webinar with myCareBase covering common risks and mistakes in estate planning, and how to prevent those risks from de-railing the estate plan.

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William Fowlis presents at STEP Canada’s Tax Update on Trust Audits

William Fowlis presents at STEP Canada’s Tax Update on Trust Audits, where he will review the new 2021 trust reporting rules, highlighting specific changes from the current rules: exceptions from the new trust reporting rules for certain trusts the client...

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Nicole Woodward speaks at the Estate Planning Council of Toronto webinar

Nicole Woodward speaks at the Estate Planning Council of Toronto (EPCT) webinar on the topic of “Capacity – Ulysses Contracts and Capacity Assessments” on February 2, 2021.

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Displaying 1-10 of 81

COVID-19 Resources

We have written on a variety of topics to help identify the pertinent issues, understand the legal implications, minimize risk exposure and manage legal obligations.

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Top Ranked Practice

Miller Thomson is recognized as a top-ranking Band 1 firm for Private Wealth Law – Canada in the Chambers High Net Worth Guide (2021).

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Miller Thomson on Estate Planning

This publication, published by Thomson Reuters, offers insight into estate planning, trusts, estate administration, insurance planning, charitable planning, business succession and corporate restructuring and the legal implications of cross-border issues.

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