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Searching Content indexed under Wealth & Asset Management by O'Sullivan Estate Lawyers LLP ordered by Published Date Descending.
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1
Heads Up On Cross-Border Probate
With increased mobility, it's becoming more common to have assets in several jurisdictions, in which case, it is important to create a comprehensive estate plan that considers all of your assets and not just the assets located where you live.
Canada
18 Sep 2019
2
Moving On Up: The Transition To Wealth
The psychology of wealth is emerging as a distinct area of academic study and research.
Canada
25 Jul 2019
3
Family Dynamics
As families become more complex, so, too, does the work for the wills, trusts and estates boutiques.
Canada
16 Jan 2019
4
When Kids Squander Money, Parents Are Squarely To Blame
Billionaire Bill Gates once said, "With great wealth comes great responsibility." In high-net-worth families, that responsibility falls squarely on the parents if they want to prevent their offspring from frittering away the family finances.
Canada
16 Jan 2019
5
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
6
The Private Wealth & Private Client Review, 7th Edition, Chapter: "Canada" (Law Business Research, September 2018)
The current Canadian political, economic and social environment in 2018 is a mix of good and bad news.
Canada
5 Oct 2018
7
Multijurisdictional And Separate Situs Powers Of Attorney For The Mobile Client
There is a convergence of a number of factors that will cause us to increasingly think much longer and harder about what we need to do to best plan for our incapacity.
Canada
4 Apr 2018
8
Estate Plan "Health Check-Up" - Keeping Up To Date With Recent Legal And Tax Changes
In both our August 2015 and March 2016 blog posts, we discussed the importance of frequently reviewing your estate planning documents, as personal and financial circumstances can constantly change.
Canada
20 Feb 2018
9
The Private Wealth & Private Client Review - Sixth Edition
But Canadians cannot be complacent. Lurking beneath the surface is a variety of undercurrents that spell potential turbulence and trouble ahead.
Canada
10 Jan 2018
10
Best Interest – Conflict Of Interest: The Fiduciary Rule And Financial Advisory And Financial Planning Services
As we look forward in our crystal ball to looming issues on the horizon for 2018 and onwards, one that certainly comes to the fore is the regulation of those who provide financial advice and financial planning services, ...
Worldwide
4 Jan 2018
11
How New EU Rules For Cross-Border Estates Impact Canadians
When a client dies leaving assets in more than one country, conflict of laws rules (also known as private international law or PIL rules) step in to help determine which country's law should govern succession of the estate.
Canada
21 Jul 2017
12
Best Interests Or Conflict Of Interest?
ONE ISSUE THAT has been brewing for too long, but is now coming to a head in wealth planning, is the regulation of those who provide financial product sales advice and financial planning services...
Canada
13 Jul 2017
13
The Common Reporting Standard - What's In Store
July 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.
Canada
30 Jun 2017
14
Multiple Taxation On Death: The Taxpayer's Nightmare
With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death.
Canada
24 May 2017
15
Considerations In Planning Your Will
Most importantly, the law, not you, will determine distribution of your estate, which in most cases will not reflect your intentions and desires.
Canada
18 May 2017
16
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
17
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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