Wealth Matters

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April 9, 2020

Displaying 1-3 of 3

Estate freeze: The time is now

Raymond G. Adlington, M. Elena Hoffstein

The COVID-19 pandemic is currently causing over half of the global population to be living under some form of self-isolation.  Provincial and territorial government directives are properly constricting business and social activity across Canada to protect our collective health and...


Estate planning during the Coronavirus pandemic: Giving it away

Sandra L. Enticknap

Estate planning can be a challenging process in the best of times.  No one wants to face the reality of illness or death. The current pandemic forces us to face that reality.  While most of us are in self-isolation, we...


Restarting the clock on a trust’s 21-year deemed disposition: The Coronavirus (COVID-19) economy may be the right time

William J. Fowlis

An estate freeze is an effective mechanism used in estate and succession planning for owners of privately held corporations or for investors with investment portfolios.  An estate freeze normally contemplates the current shareholder/owner being issued fixed value preferred shares in...


Displaying 1-3 of 3