Wealth Matters

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February 18, 2021

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Alberta court confirms competent Testator’s right to privacy

Carolyn Hogan

In the recent Alberta decision of Duhn Estate, 2021 ABQB 35, the Court of Queen’s Bench has confirmed that, absent a sufficient evidentiary basis, the Court will not displace a testator’s right to keep her pre-death financial life private and...

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New trust reporting requirements – A status update!

Brittany Sud

In the 2018 Federal Budget, the federal government proposed to increase reporting requirements for trusts and impose penalties for failing to comply.  Later that year, the Ministry of Finance released draft tax legislation on the new trust reporting requirements.  Fast-forward...

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