Advisory Letters
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Advisory Letters
In order to apprise clients on estate and trust planning and administration, as well as related legal developments, we have produced the following Client Letters:
- Advance Care Planning
- Alter Ego and Joint Partner Trusts
- Charitable Giving
- Charitable Giving Through a Private Foundation
- Considerations in Planning Your Will
- Considerations in Using a Domestic Contract
- Cross-Border Canada-U.S. Estate Administration Highlights
- Estate Administration Basics
- Estate and Trust Taxation: Important Considerations
- Estate Planning And Marital Property Considerations
- Estate Planning to Benefit Family Members with Special Needs
- Multijurisdictional and Separate Situs Powers of Attorney for the Mobile Client
- Multijurisdictional and Separate Situs Will Planning
- Multijurisdictional Estate Administration Highlights
- Planning for Incapacity Using a Power of Attorney
- Planning for Succession of Your Cottage or Vacation Home
- Planning to Minimize Estate Taxes Under the Estate Administration Tax Act 1998 Ontario
- Succession Planning with Life Insurance and Registered Savings
- Trustee Investments Under the Ontario Trustee Act
- Using a Trust in Your Estate Plan
- Will and Estate Planning Considerations for Canadians with U.S. Connections