Private Client Services

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British Columbia allows electronic wills – A glimpse into Ontario’s future?

Ontario Bar Association Estates and Trusts Law Newsletter

Stephen Hsia writes an article on the promise and potential pitfalls of electronic wills: On December 1, 2021, British Columbia became the first province to allow electronic wills – fully digital wills. This development is welcome news for many Ontarians...

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Multiple will mishap

Introduction A recent decision from the Ontario Superior Court of Justice, Gordon v. Gordon et al., 2022 ONSC 550 (“Gordon“) shines a light on the importance of prudent drafting when undertaking multiple will planning. Multiple wills, when properly drafted, can provide...

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Giving corporate assets by will

One cannot give away what one does not own. This concept is so fundamental that it should go without saying. The same is true for the principle of corporate separateness; that is, a corporation is a distinct legal person from...

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2022 Federal Budget Review

Introduction The 2022 Federal Budget was tabled in the House of Commons on April 7, 2022 by the Honourable Chrystia Freeland, Canada’s Deputy Prime Minister and Minister of Finance. With a Foreword that began with a thank you to Canadians...

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Stephen Hsia featured in The Globe and Mail article on selecting an executor for a will

The Globe and Mail, "Why you might need to update the executor in your will as you get older"

The article outlines the importance of choosing an executor and some of the factors to consider when making that decision: Stephen Hsia, a Vancouver lawyer specializing in estate planning with Miller Thomson LLP, has a “three T” rule for executor...

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Don’t presume your kid will get it: Simard Estate and beneficiary designations

This past February, millions of Canadians contributed to their Registered Retirement Savings Plans (“RRSPs”). However, few may realize that those hard-earned savings might not go to their chosen beneficiary. The British Columbia Supreme Court decision of Simard v. Simard Estate,...

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Brittany Sud quoted in Investment Executive article on reporting rules for bare trusts

Investment Executive, "Expanded reporting rules for bare trusts have estate practitioners uneasy"

Brittany Sud is quoted in an Investment Executive article that delves into the federal government’s proposal to expand trust reporting rules to cover “bare trusts”. Bare trusts are also used to mitigate or plan around the relatively high estate administration...

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Multiplying the capital gains exemption: WAIT – THEY GET THE MONEY??

You’re ready to sell your business. Excellent – congratulations on building something worth buying. You’ve had one of those family trust things around for several years. Thanks for following sound tax planning advice. You’re hearing now about multiplying the lifetime...

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CRA significantly expands proposed trust reporting requirements to include bare trust arrangements

In 2018, the Department of Finance Canada released Legislative Proposals, and Explanatory Notes that dealt with, among other topics, the Reporting Requirements for Trusts as first announced in Budget 2018. We posted about these new requirements and some of their...

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Electronic wills are here in BC – but should you make one?

On December 1, 2021, British Columbia became the first province to allow electronic wills – fully digital wills. Previously, a will-maker could only make a valid will under BC law by signing a physical will with wet ink in the...

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Displaying 11-20 of 284

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 (2022).

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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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