Wealth Matters

Open pages of a book against a red background

March 2, 2023

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Estate planning and the Indian Act : Practical considerations for assisting Indigenous clients living on reserve

Gwenyth Stadig, Maddi Thomas

Introductory thoughts When we began assisting Indigenous clients with status under the Indian Act with drafting their wills, we found that there were few resources that addressed estate planning or estate administration matters under the Indian Act.[1] We soon discovered...

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Gratuitous transfers into joint tenancy and the gift of the right of survivorship: Part I

Lauren Hamilton, Gail P. Black

Gratuitous transfers into joint tenancy Parents often wish to transfer their real property into joint tenancy with their adult child, or add their child as a co-owner of their bank accounts. The parents may have a number of reasons for...

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