Introducing the Refreshed All About Estates Website

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After 15 years of collaboration and 2,700 contributions, we have refreshed the All About Estates website to better reflect the platform’s scale, longevity, and ongoing use, and to ensure its presentation aligns with the experience and credibility of the collaborative community behind it. Supporting a Growing Body of Work Over the past 15 years, All About Estates has grown into a substantial professional resource, with more than 2,700 blog posts….

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Uncategorized

New Form T1141 and T1142 Filing Requirements

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Today’s Blog was written by Rahul Sharma, Partner, Fasken LLP, Toronto About three years ago, at this time of year, I wrote about T1141s and T1142s: Don’t Forget the T1141s and T1142s! – All About Estates.  These forms have been updated for the 2025 and future taxation years.  Details of the new forms and requirements are provided on the government of Canada’s website: About Form T1141 – Canada.ca and About Form T1142….

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Canada Revenue Agency, Tax Issues, Trustee, Trusts

The Regrettable Gift

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An elderly parent may add their adult child on to title of their home for various reasons including avoiding probate but as a recent case demonstrates there are risks in doing so. The Applicant was the 88 year old mother of the Respondent. In 2009, she and her late husband bought a house together (the “Property”). In 2014, the Respondent moved in with them.  At that time, the Applicant was….

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Estate Litigation

Estate Freeze & U.S. Citizens

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Scotiatrust

Before recommending an estate freeze to a client, advisors should first ask them a simple question: Are you a U.S. citizen? By failing to ask this question, advisors may be overlooking significant cross-border tax implications. While an estate freeze can be an effective tool for succession planning, it can come with a number of complex and sometimes punitive U.S. tax consequences when the freezor is a U.S. citizen. This article….

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Business Succession Planning, Estate Planning, Tax Issues, U.S. Citizen, United States, US Taxes

Living Across Borders: Estate Planning Lessons from a Destination Wedding

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This blog has been written by Pritika Deepak, Associate at Fasken LLP. Last week, I was in sunny Trinidad and Tobago celebrating the wedding of a close friend. We first met years ago when she came to Canada for undergraduate studies and later built a life in Toronto. The wedding brought together friends and family from across the globe, many of whom, like the bride, had meaningful connections to Canada….

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Estate Planning, Power of Attorney, Wills

The Invention of Charitable Options

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The promise of venture philanthropy is seductive.  It aspires to harness entrepreneurial energy for the public good – to meld business methods with generosity to give back and create change.  That was the hope when I helped invent charitable stock options in 1999. Charitable Stock Options, or just Charitable Options, are a Canadian capital market charitable giving tool incubated in the dot-com era of late 1990s. In 2000 they were….

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Philanthropy/Charitable Giving
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