Mondaq Canada: Wealth Management
Fogler, Rubinoff LLP
The technique of using multiple wills, which became the standard among estate planning solicitors as a method of limiting the amount ...
Bennett Jones LLP
No. Nothing precludes a civil proceeding from progressing in parallel with, or in advance of, criminal proceedings concerning the same subject matter.
Miller Thomson LLP
When implementing an estate plan that involves a life interest, such as a spousal trust, it is typical to grant the Trustee a power to encroach on the capital of the trust ...
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.
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
Clark Wilson LLP
The case of Gully v Gully, 2018 BCSC 1590 provides useful insight on a peril of putting property into joint tenancy. The decision illustrates the importance of considering the financial status...
McCarthy Tétrault LLP
Late last week, the NYAG filed a law suit in the Supreme Court of the State of New York against Exxon alleging that Exxon violated, among other things, the securities fraud provisions of a 1921 New York statute...
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.
Collins Barrow National Incorporated
The single tax measure introduced in the 2018 fall economic update was accelerated capital cost allowance for eligible property.
Norton Rose Fulbright Canada LLP
The Alberta Securities Commission (ASC) recently released its decision in the matter of Re Fauth, finding the respondent, Vernon Ray Fauth (Fauth),
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 ...
Rotfleisch & Samulovitch P.C.
Gone are the days when offshore bank accounts were outside the CRA's reach. With the advent of the CRS, CRA automatically receives financial information of Canadian taxpayers who own bank accounts or assets in other jurisdictions.
Field LLP
Alberta Courts have been busy on the topic of costs in estate litigation in the past few months
Miller Thomson LLP
When implementing an estate plan that involves a life interest, such as a spousal trust, it is typical to grant the Trustee a power to encroach on the capital of the trust ...
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