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Family
Wills/ Intestacy/ Estate Planning
Australia
JB Solicitors
Guide to the processes involved after a loved one passes away – initial steps, managing & settling the estate & distribution of assets.
Carroll & O'Dea
Why having a will is essential to ensure smooth administration of your estate with minimal complications and stress..
Kalus Kenny Intelex
Private Client Comparative Guide for the jurisdiction of Australia, check out our comparative guides section to compare across multiple countries
HHG Legal Group
Responsibilities and risks involved in acting under an Enduring Power of Attorney. Links to more information.
Sajen Legal
John's journey will shed light on key questions confronting millions of baby boomer business owners across the country.
Avant Law
Article advises that you need to have a proper succession plan and outlines what can go wrong if you don't.
Avant Law
Article warns that even a 'simple' probate can take a turn for the worse if you don't know what to look out for.
Cooper Grace Ward
Transcript and link to video discussing capacity in estate matters. What is it? Is there a test? etc
Canada
WeirFoulds LLP
The Canada Revenue Agency ("CRA") announced today that they will not require bare trusts to file a 2023 T3 return (including Schedule 15) unless it makes a direct request for the filing.
O'Sullivan Estate Lawyers LLP
Many of our readers, especially business owners, may be familiar with the concept of having multiple Wills in the same jurisdiction, where each Will governs different classes...
Rotfleisch & Samulovitch P.C.
An alter ego trust is an inter-vivos trust, which means it's created during your lifetime, established after 1999.
Lerners LLP
The CRA has introduced new trust reporting requirements that apply to all express trusts (with a few exceptions) with taxation years ending after December 30, 2023.
MLT Aikins LLP
Administering the estate of a loved one can be a challenging and lengthy process.
Siskinds LLP
When it comes to estate planning, people often become fixated on ensuring that their estate does not have to pay Estate Administration Tax (also known as "probate tax"1).
Fasken
This bulletin will briefly explain the old process of authenticating and legalizing documents and provide some insight into the new apostille certificate process.
Cyprus
Highworth
As we step into the new year of 2024, it's essential for organizations and individuals alike to proactively plan and set financial goals.
Eurofast
In our recent related articles (1 & 2) we conducted an in-depth exploration of trusts, shedding light to their evolution and the strict rules that govern them, particularly in the context of Cyprus.
Hong Kong
Withers LLP
Hong Kong faces a significant challenge due to its rapidly ageing population. Academics predict a surge in dementia cases over the next 15 years.
Withers LLP
In the realm of estate planning, many think it only relates to the handling of the estate after death; however, with age, there is a chance we may not have the full mental capacity...
Clasis Law
The Bombay High Court in a recent judgement in the case of Ruby Cyril D'souza & Ors. v. Cecilia Reynold D'souza & Ors. has held that a Testamentary Court does not have jurisdiction to consider the validity of a bequest ...
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