Estate Planning

Total 1074 Posts

Estate Administration and China

• • 0 Comments

This article discusses, at a high-level, estate administration in China and some considerations when someone inherit assets located in China. As mentioned in my previous article, planning for cross-border estate administration with China is complex thus, I must admit the information is general in nature and based on my personal experience. China’s Estate Administration When it comes to estate administration involving moveable or immovable property in China, one can assume….

Estate Administration and China Continue Reading »

China, Estate Administration, Estate Administration and Probate Applications, Estate Planning, International

Modern Families: Children and Issue in Jay Pritchett’s Will

• • 0 Comments

  Today’s blog was written by Karen La Caprara, Counsel, at Fasken LLP. In my last blog post “Modern Families: References to Children and Issue in Wills – All About Estates”, I discussed the meaning of “children” and “issue” for the purpose of determining the beneficiaries of an estate where a Will refers to such classes of beneficiaries. I applied the applicable Ontario legislation to some of the characters from….

Modern Families: Children and Issue in Jay Pritchett’s Will Continue Reading »

Estate Administration, Estate Planning, Family Conflict, Wills

Tariffs and Estate Planning

• • 0 Comments

This blog post was written by Dave Madan, Senior Manager, Scotiatrust Following President Trump’s announcement of “Liberation Day,” Canadians are contemplating the reasons behind this decision. Amidst this uncertainty, many Canadians have re-evaluated their relationships with the United States, encompassing their daily interactions, financial affairs, and future planning. The purchase of American goods has been supplanted by Canadian alternatives. Investments in American companies have been replaced by domestic investments, and….

Tariffs and Estate Planning Continue Reading »

Canadian and US Tax Treaty, Estate Planning, United States, US Taxes

Modern Families: References to Children and Issue in Wills

• • 0 Comments

  Today’s blog was written by Karen La Caprara, Counsel, at Fasken LLP. Like many modern families, the fictional Pritchett family in the series “Modern Family” has a variety of personalities, family dynamics and relationships, traditional and modern viewpoints. The many possible iterations and permutations of what makes a family is a beautiful thing. But, it can also create complexity when it comes to defining who is and who is….

Modern Families: References to Children and Issue in Wills Continue Reading »

Estate Administration, Estate Litigation, Estate Planning, Family Conflict, Wills

Lifestyle Changes Bring Increased Risk to Older Clients and Advisors – Part 2

• • 0 Comments

In our last blog post, Lifestyle Changes Bring Increased Risk to Older Clients – Part1, we explored the need to rethink the planning paradigm for older clients and actively shift to assuming a 100-year lifespan. However, a 100-year lifespan does not necessarily equal 100 years of good health. We know that in the last decade of a person’s life, there could be more focus on health issues, medical coordination, and….

Lifestyle Changes Bring Increased Risk to Older Clients and Advisors – Part 2 Continue Reading »

Caregiving, Elder Management, Estate Planning

A Closer Look at Simultaneous Deaths

• • 0 Comments

Recently, the world learned of the passing of actor Gene Hackman and his wife, Betsy Arakawa in what appeared to very strange circumstances. Initially, there were concerns that their deaths may have been as a result of carbon monoxide poisoning. Autopsy reports have later revealed that this is not the case. Almost immediately, the media started talking about their Estates, with initial reports suggesting that Gene’s Will did not name….

A Closer Look at Simultaneous Deaths Continue Reading »

Estate Administration, Estate Planning, In the News, Uncategorized, Wills
Scroll to Top