Canada: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.
Article
Administering An Estate In Saskatchewan When There Is A Will
When a family member dies leaving a will in Saskatchewan, understanding who has the legal right to manage their estate becomes crucial. The process involves navigating court applications, priority orders, and obtaining proper legal authority to handle the deceased's property and assets. Knowing your rights and responsibilities as a potential executor or administrator can help ensure the estate is managed properly and efficiently.
Canada Family
ML
McKercher LLP
Article
Estate And Tax Planning For Cross-Border Couples: TFSAs And The IRS
Cross-border couples face complex tax implications when a Canadian spouse names their U.S. citizen partner as beneficiary of a Tax-Free Savings Account (TFSA). While TFSAs offer tax advantages in Canada, the IRS treats income from these accounts differently for U.S. persons, creating unexpected reporting obligations and potential tax consequences that require careful estate planning coordination between both countries.
Canada Tax
DW
Dickinson Wright PLLC
Article
Planning Your Estate Later In Life: Four Ways To Protect Your Will From A Capacity Challenge
Estate planning later in life requires careful attention to testamentary capacity to prevent will challenges. Learn four essential strategies to protect your will's validity, including working with experienced lawyers, obtaining formal capacity assessments, documenting detailed instructions, and executing your will in a professional setting to ensure your wishes are legally defensible.
Canada Family
MT
Miller Thomson LLP
Article
Administering An Estate With Corporate Interests: Key Lessons For Estate Trustees
Estate disputes involving corporate and trust structures require coordinated legal expertise across multiple disciplines. The Staples v. Jean case demonstrates how administering complex estates can simultaneously engage estate law, corporate governance, tax planning, employment issues, and litigation strategy, highlighting the critical importance of comprehensive legal guidance for estate trustees managing sophisticated business interests.
Canada Family
MT
Miller Thomson LLP
Article
When Charitable Gifts Don't Go According To Plan
If you intend to make, or have already made, charitable gifts in your will, there is an interesting aspect of charitable giving that you may not have considered. What happens if the charity you named no longer exists, cannot receive the gift, or circumstances have changed such that your gift cannot be carried out as intended? In certain circumstances, the cy-près doctrine may preserve the gift and ensure that your charitable intentions are honoured.
Canada Family
OE
O'Sullivan Estate Lawyers LLP
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