Mondaq Canada: Wealth Management
Miller Thomson LLP
One's choice of estate trustee, attorney for property and attorney for personal care is an important one.
Miller Thomson LLP
The Financial Post recently published an article claiming that "[r]ich Canadians are getting out of paying taxes with ‘estate freezes'" and calling for the elimination of this "garden-variety" tax planning.
Fasken
On October 3, 2019, the CSA published the Reforms to Enhance the Client-Registrant Relationship, Notice of Amendments to National Instrument 31-103 and Companion Policy 31-103CP (collectively, the Amendments).
O'Sullivan Estate Lawyers LLP
As colder weather approaches, Ontario snowbirds will start flocking to warmer climates.
Gowling WLG
On July 3, 2019, Fiera Capital Corporation ("Fiera Capital") (TSX: FSZ) and Integrated Asset Management Corp. ("IAM") (TSX: IAM) announced that Fiera Capita
Norton Rose Fulbright Canada LLP
The terms of an inter vivos trust are usually set out in a document signed by the settlor.
Norton Rose Fulbright Canada LLP
A Power of Attorney is a document you can sign to authorize one or more persons to make decisions for you concerning your assets and financial affairs.
Clark Wilson LLP
The recent Ontario Court of Appeal decision in Quaggiotto v Quaggiotto, 2019 ONCA 107 ("Quaggiotto") helps to clarify the level of knowledge courts expect a will-maker
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Norton Rose Fulbright Canada LLP
Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.
Norton Rose Fulbright Canada LLP
Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...
Torys LLP
"[B]ankruptcy is not a license to ignore rules"—so said the majority in Canada's highest court in the Redwater decision, holding that there was no conflict between Albertan energy and environmental legislation and...
Lawson Lundell LLP
The SCC in Redwater Confirms the Oil and Gas Industry Status Quo: Bankruptcy is Not a Licence to Disregard Environmental Rules
Crowe Soberman LLP
In December 2018, the Accounting Standards Board amended Section 3856, Financial Instruments (the "Section"), to address concerns on the accounting for financial instruments in a related party transaction.
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...
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Bentham IMF Capital Limited
On nous demande souvent pourquoi une entité corporative bien capitalisée recourrait au financement de litige.
Miller Thomson LLP
One's choice of estate trustee, attorney for property and attorney for personal care is an important one.
TaxChambers LLP
The Canada Revenue Agency (the "CRA") has launched roughly 100 audits into taxpayers named in the Paradise Papers offshore tax leak, according to documents tabled in Parliament.
Bentham IMF Capital Limited
We are frequently asked why a well-capitalized corporate entity would use litigation funding.
Collins Barrow National Incorporated
In Canada, corporations may claim a small business deduction on their corporate tax returns, effectively reducing the corporate tax rate on the first $500,0001 of taxable income from active business income.
Torys LLP
"[B]ankruptcy is not a license to ignore rules"—so said the majority in Canada's highest court in the Redwater decision, holding that there was no conflict between Albertan energy and environmental legislation and...
Norton Rose Fulbright Canada LLP
Our wealth and private client services group recently worked with the Department of Finance (Finance) to try to find a solution to a change in the law that resulted in unfair treatment of disabled...
Fasken
On October 3, 2019, the CSA published the Reforms to Enhance the Client-Registrant Relationship, Notice of Amendments to National Instrument 31-103 and Companion Policy 31-103CP (collectively, the Amendments).
Miller Thomson LLP
The Financial Post recently published an article claiming that "[r]ich Canadians are getting out of paying taxes with ‘estate freezes'" and calling for the elimination of this "garden-variety" tax planning.
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
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