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Month: January 2015

New Ontario Estate Administration Tax Act Regime Effective January 1, 2015

Margaret O'Sullivan January 27, 2015

Organizing one’s estate planning to minimize estate administration taxes or “probate fees” (the tax collected by the Ontario government on the date of death value of a deceased’s estate when an estate representative applies to the court for a certificate of appointment) has been a popular goal for Ontarians given

Heads Up: Grappling with Family Law’s Treatment of Discretionary Trust Interests

Margaret O'Sullivan January 6, 2015

Discretionary trusts are common estate planning tools used for a variety of reasons such as tax minimization and general wealth protection, including protection on matrimonial breakdown and from creditors. These trusts are often used in an estate freeze where shares in privately-held corporations are “frozen” to defer capital gains liability