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Searching Content indexed under Trusts by O'Sullivan Estate Lawyers LLP ordered by Published Date Descending.
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Private Client Law In Canada: Overview
A Q&A guide to private client law in Canada. The Q&A gives a high level overview of tax; tax residence; inheritance tax; buying property; wills and estate management; succession regimes; intestacy; trusts; co-ownership; ...
Canada
15 Aug 2019
2
Simplicity vs. Oversimplicity In Estate Planning
Often people who are doing their estate planning have one overriding goal in mind: keep it simple.
Canada
19 Oct 2018
3
Alter Ego And Joint Partner Trusts: Where Do They Fit?
There are a number of real and perceived advantages to using an alter ego or joint partner trust as a will and power of attorney substitute.
Canada
18 Oct 2018
4
Embracing Change - A Postscript
The STEP (Society of Trust and Estate Practitioners) Global Congress held in Vancouver in September
Canada
7 Oct 2018
5
Cross-Border Estate Administration: The U.S.- Ontario Mix
Canadian income tax complications arising for U.S. estates are discussed more fully in our fifth article in this series.
Canada
25 Sep 2018
6
Cross-Border Estate Administration: It's Complicated
When an individual dies, many issues can arise in the administration of their estate. This is true no matter the nature of their assets, their net worth, or their personal situation.
Canada
5 Sep 2018
7
Trustee Investments Under The Ontario Trustee Act
In this Advisory, we present an overview of the principles of trustee investment under Ontario's governing legislation, the Trustee Act.
Canada
1 May 2018
8
Special Needs, Special Trusts
When it comes to ensuring a loved one with a disability is taken care of, few things are more important than a well-considered plan.
Canada
9 Mar 2018
9
Clients Buying U.S. Property? Consider Trusts
Clients who've headed south for the winter may be looking at buying a U.S. vacation home.
Canada
21 Jul 2017
10
Balancing The Needs Of Income And Capital Beneficiaries
Some clients believe they'll earn lower investment returns if they use trusts in their estate planning, because trustees have restricted investment decision-making powers under trust law.
Canada
21 Jul 2017
11
Not All Accounting Is Created Equal - The Unique Features Of Fiduciary Accounting
I have a confession: I hate double-entry accounting. I find reading double-entry accounting statements confusing. Getting through them is frustrating and annoying.
Canada
29 Jun 2017
12
A New Era For Trustee Investment
In this Advisory, we present an overview of the principles of trustee investment under Ontario's governing legislation, the Trustee Act.
Canada
25 May 2017
13
Alter Ego And Joint Partner Trusts
This Advisory presents an overview of uses of alter ego trusts and joint partner trusts as substitutes for wills and powers of attorney in estate planning for those age 65 or older.
Canada
22 May 2017
14
Charitable Giving
People support charities for a variety of reasons. Some donate to a hospital or health charity which has provided assistance to a close relative or friend.
Canada
22 May 2017
15
Using A Trust In Your Estate Plan
This Advisory provides an overview of the legal concept of a trust, including its role in family wealth preservation and management.
Canada
18 May 2017
16
New Trust Taxation Rules: Important Considerations
This Special Advisory provides an overview of the new rules regarding the taxation of testamentary and life interest trusts effective January 1, 2016, and how they may affect existing trusts...
Canada
19 Apr 2017
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