Mondaq Canada: Wealth Management
Minden Gross LLP
Part 1 of this Series reviewed what the 21-year deemed disposition rules are and introduced three approaches to planning that appear to be most commonly used to manage the effects of the 21-year deemed disposition rules:
WeirFoulds LLP
The multimillion-dollar question—why are municipalities experiencing shortfalls in money for infrastructure? Are the shortfalls the sign of a dearth of infrastructure funds ...
Field LLP
Perhaps encouraged by the recent decision in Marasse Estate, we have another recent case from the Alberta Court of Queen's Bench addressing an estate's ability to claim spousal support...
Field LLP
Alberta Courts have been busy on the topic of costs in estate litigation in the past few months
Field LLP
The controversy surrounding his death continues to garner media attention to this day and is perhaps best left to be explored in that forum.
O'Sullivan Estate Lawyers LLP
But Canadians cannot be complacent. Lurking beneath the surface is a variety of undercurrents that spell potential turbulence and trouble ahead.
WeirFoulds LLP
The Infrastructure for Jobs and Prosperity Act, 2015 ("IJPA") in section 6(2) sets out principles for the provincial government to regulate asset management planning for municipalities.
TaxChambers LLP
Vern Krishna of TaxChambers LLP discusses the use of offshore jurisdictions like Ireland and Barbados in an exclusive interview for CTV News titled "Why are tax haven loopholes so hard to close?".
O'Sullivan Estate Lawyers LLP
When a client dies leaving assets in more than one country, conflict of laws rules (also known as private international law or PIL rules) step in to help determine which country's law should govern succession of the estate.
O'Sullivan Estate Lawyers LLP
ONE ISSUE THAT has been brewing for too long, but is now coming to a head in wealth planning, is the regulation of those who provide financial product sales advice and financial planning services...
Fasken
Fasken Martineau's Investment Products and Wealth Management team wishes to remind dealers and advisers registered under the Securities Act (Quebec) (the "registrants") that as of June 19, 2017...
O'Sullivan Estate Lawyers LLP
July 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.
Gardiner Roberts LLP
Canadians With International Assets
O'Sullivan Estate Lawyers LLP
This Advisory provides an overview of the legal concept of a trust, including its role in family wealth preservation and management.
Minden Gross LLP
Tax and estate planning lawyer Samantha Prasad's article "Should you borrow to invest in your RRSP?" was republished by Delta Optimist on February 8, 2017.
Minden Gross LLP
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don't have much time to make a decision.
Miller Thomson LLP
In Cowper-Smith v. Morgan 2016 BCCA 200, the British Columbia Court of Appeal upheld a finding of undue influence by the testatrix's daughter, despite advice from two separate lawyers.
Norton Rose Fulbright Canada LLP
These include creating conflicts of interest, limiting investor awareness of dealer compensation costs as well as distorting incentives for dealers.
Crowe Soberman LLP
Recently, Crowe Soberman partner Alan Wainer was invited to join the host of The Wealth4Self podcast, Marshall Vaughan, to discuss: – digital estate planning / – your digital assets / – naming a digital executor and – storing your data.
O'Sullivan Estate Lawyers LLP
As we look forward in our crystal ball to looming issues on the horizon for 2018 and onwards, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, ...
Most Popular Recent Articles
Blaney McMurtry LLP
Business aviation plays a major role in the Canadian economy. In September, 2017, according to the Canadian Business Aviation Association...
O'Sullivan Estate Lawyers LLP
As we look forward in our crystal ball to looming issues on the horizon for 2018 and onwards, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, ...
Field LLP
Perhaps encouraged by the recent decision in Marasse Estate, we have another recent case from the Alberta Court of Queen's Bench addressing an estate's ability to claim spousal support...
WeirFoulds LLP
The multimillion-dollar question—why are municipalities experiencing shortfalls in money for infrastructure? Are the shortfalls the sign of a dearth of infrastructure funds ...
Field LLP
The controversy surrounding his death continues to garner media attention to this day and is perhaps best left to be explored in that forum.
WeirFoulds LLP
The Infrastructure for Jobs and Prosperity Act, 2015 ("IJPA") in section 6(2) sets out principles for the provincial government to regulate asset management planning for municipalities.
Field LLP
Alberta Courts have been busy on the topic of costs in estate litigation in the past few months
Rotfleisch & Samulovitch P.C.
The facts and a detailed analysis by our skilled Canadian tax lawyers follows on this watershed case.
Miller Thomson LLP
Born in Vancouver, raised in Toronto, educated in New York, graduate degree from England, first job in Hong Kong, transferred to Tokyo, retired in the Cayman Islands.
Rotfleisch & Samulovitch P.C.
When a taxpayer dies, subsection 70(5) of Canada's Income Tax Act deems that taxpayer to have sold each capital property at its fair market value immediately preceding the death.
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