Estate Planning

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Exploring Estate Planning through The Testament

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  My husband and I recently went on a trip to Peru to celebrate our 35th wedding anniversary. It was an adventurous 18-day tour, amazing but exhausting. One of my favourite parts was the beginning of our trip when we spent four days at an Amazon jungle lodge. Part of my reason for wanting to go on this trip, and specifically to the Amazon,[1] was because of a John Grisham….

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Estate Administration, Estate Planning, Family Conflict, Tax Issues, Testamentary Capacity, Wills

Gifting and Gift-Overs: Remember to include gift-overs this holiday season (and always)

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Law school requires reading an abundance of case law. I am sure that most lawyers have a few memorable cases that standout from their time in class (Lord Denning; the ginger beer snail etc.). There are cases that have stood the test of time; cases that caused a momentous shift in an area or aspect of law; and cases that have been in the news media and public discourse in….

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Charitable Giving, Estate Planning, Philanthropy/Charitable Giving

Of Millionaires and Migration

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This blog has been written by Rahul Sharma, Partner, at Fasken Martineau DuMoulin LLP, Toronto Last week, I had the pleasure and privilege of being a panelist at the American Bar Association’s International Law Section conference in London, UK.  The focus of our discussion was millionaire migration.  Together with my co-panelists from different global jurisdictions, we discussed, most particularly, our observations of where high and ultra-high net worth people are….

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Estate Planning, Tax Issues, United States, Wills

U.K. Tax & Inheritance Tax – What’s New?

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There have been many changes since my article on the U.K. Inheritance tax (“IHT”) applying to a Canadian resident. Indeed, we’ve seen a Spring U.K. budget introducing an overhaul of the U.K. resident non-domiciled individuals (“non-doms”) regime, a U.K. election bringing a new government and another Autumn budget. It has been an exhausting few months keeping up with the U.K. tax changes. What does it mean to Canadians? IHT Moving….

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Estate Administration, Estate Planning, International, Succession Planning, Tax Issues

Digital Game Ownership Means No Ownership?

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Some of you may have read the article written by my colleague, Demetre Vasilounis, back in June of this year about Valve’s incredibly popular game distribution platform, Steam. The platform is selling their games as licences, not as owned games, much to the surprise of the gaming community. This was a spark of many discussions found on Reddit, and Steam’s own discussion forums. If you haven’t read the article, I….

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Estate Administration, Estate Planning, Executors

“Can you tell me a bit about your practice?”

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This week, like many law firms in Toronto, Fasken participated in the annual 2L student recruitment process. I had the opportunity to meet many wonderful students, all with impressive backgrounds and bright futures ahead. I was asked by many of the students about my practice, and what I enjoyed most about estate planning. It was a great opportunity to reflect on what I love about my work. I thought I….

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Estate Planning, Practice Management, Succession Planning, Wills
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