Private Client Services

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Wendi Crowe quoted in BNN Bloomberg article on will and estate planning as part of a New Year financial review

BNN Bloomberg, "New year financial review should include will, estate planning"

Wendi Crowe was quoted in a BNN Bloomberg article on reviewing will and estate planning in the New Year: Lawyer Wendi Crowe says you don’t need to update your will every year, but she says to have a read through...


Update on Bill C-208; New taxation rules impacting transfers of family businesses to the next generation

In our previous article on this topic, we discussed Bill C-208 (the “Legislation”), a Private Member’s bill that amends the Income Tax Act[1] (the “Act”) to change certain rules in sections 55 and 84.1 of the Act to facilitate intergenerational...


New taxation rules impacting transfers of family businesses to the next generation; Everything you thought you knew about intergenerational transfers is now wrong

Owners of family small business corporations, family farming and fishing corporations, especially those contemplating intergenerational transfers of those businesses, should take note of a significant change to Canada’s tax laws designed to “level the playing-field” between related-party and arm’s-length transfers....


Dealing With Canada – Challenges And Opportunities For Global Wealth And Tax Planners

IFC Media

Over the last decade, Canadian tax and private client practitioners have faced an ever-increasing amount of international and cross-border inquiries. Canada’s rapidly changing demographics are partially responsible for this trend. The country’s largest city, Toronto, and the region surrounding it,...


Bill 245 receives Royal Assent, bringing reform to Ontario estate law

OBA Trusts and Estates Law Section

Bill 245, Accelerating Access to Justice Act, 2021 (“Bill 245”) received Royal Assent on April 19, 2021, bringing significant reform to Ontario estate law. Vitual Witnessing of Wills and Powers of Attorney In response to the outbreak of COVID-19, the...


The relationship between personal directives and goals of care (Alberta)

In Alberta, a person’s medical care team uses a document called a “Goals of Care Designation Order,” or “GCD,” to set out the types of medical care to which a patient does or does not consent, and to guide the...


Capacity to marry: the case of Tanti v Tanti et al.

In the case of Tanti v Tanti et al., the Ontario Superior Court of Justice was tasked with determining whether Paul Tanti was capable of marrying his “much-younger, live-in companion”, Sharon Joseph.[1] In 2014, Paul went to a community organization...


William Fowlis quoted in The Globe and Mail’s Family Business Report

The Globe & Mail (Sponsored Content), "Trust and estate practitioners play critical role in family business succession planning"

William Fowlis is quoted in The Globe and Mail’s Family Business Report: Running a family business involves intricate teamwork by a group of family members collaborating in lockstep for the good of the entire enterprise. It also requires advisors working...


Troy McEachren quoted in Canadian Lawyer article on MAID legislation

Canadian Lawyer, "New MAID legislation a ‘step forward’ "

With the Senate passage of Bill C-7 on Wednesday night and royal assent received, Canadians now have expanded rights to medical assistance in dying (MAID). The new legislation “was expected,” says Montreal private client lawyer Troy McEachren. Revisions to the...


Reform on the horizon in Ontario estates law

On February 22, 2021, the Attorney General for Ontario tabled Bill 245, Accelerating Access to Justice Act, 2021, which has now received Second Reading. If passed into legislation, it will significantly reform various areas of law, including in the area...


Displaying 21-30 of 284

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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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