Family Law, Wills, Trusts, & Estate Planning, Finance & Banking

Ontario Budget 2013 – More Pension Reform to Come

by Lesha Van Der Bij | Osler, Hoskin & Harcourt LLP on 5/3/2013

In today’s budget, the Ontario government announced that it is continuing with its pension reform agenda, but it is not all “old news”. Perhaps of most interest to employers and plan administrators will be the government’s...more

Carrigan Case: Supreme Court of Canada Dismisses Leave to Appeal

by Douglas Rienzo | Osler, Hoskin & Harcourt LLP on 3/29/2013

This morning, the Supreme Court of Canada dismissed the application for leave to appeal in Carrigan v. Carrigan Estate. As a result, the Ontario Court of Appeal’s new interpretation of the priority scheme for the payment of...more

January 2013 HNW Case Study

by InKnowVision on 1/11/2013

Chris is 68 and Beth is 59. Chris has recently just retired from an executive position in a public company. They have always led a relatively simple and conservative lifestyle and as a result have built up a very significant,...more

Insight on Estate Planning - Year End 2012

by Adler Pollock & Sheehan P.C. on 12/6/2012

In This Issue: - The spousal lifetime access trust: A safety net in uncertain times - Be prepared for a triggering event: If you own interests in a closely held business, consider a buy-sell agreement - Is your...more

December 2012 HNW Case Study

by InKnowVision on 12/5/2012

James is 64, and a few years ago started up a Consulting Company (Consulting Corp) with his business partner Dave. They have acquired some lucrative contracts over the last couple of years, and after spending frugally his...more

November 2012 HNW Case Study

by InKnowVision on 11/7/2012

Tom is 83 and Jane is 76. They have two children who are both well employed and live productive and happy lives. Tom was an attorney who headed a large patent firm in Washington DC. Jane served as an expert in international...more

No Divorce from Spouse #1? Common Law Spouse #2 Not Entitled to Pre-Retirement Death Benefits

by Osler, Hoskin & Harcourt LLP on 11/2/2012

In the recent case of Carrigan v. Carrigan Estate, the Ontario Court of Appeal has effectively re-written the law on pre-retirement death benefits under the Ontario Pension Benefits Act (the PBA)....more

High Net Worth Advanced Planning Case Study

by InKnowVision on 10/3/2012

Ben and Sara are 55 and 54 respectively. They own and operate a very profitable well drilling and maintenance business. These growing annual profits have allowed them to continue purchasing significant oil and gas rights and...more

Wealth Management Update -- September 2011

by Proskauer Rose LLP on 9/15/2011

IN THIS ISSUE: - IRS issues Notice 2011-76 Modifying Filing Due Date for Form 8939 and Automatic Extension Rule for Form 706 for Decedents Dying in 2010 - September Interest Rates for GRATs, Sales to Defective...more

Family Wealth Care

by ronald holtkamp on 8/8/2011

Business-owning families are aware of the risks of trying to manage personal wealth inside their companies, in most cases they do not act because they believe change would be difficult, they do not have family support or they...more

Ten Planning Issues to Prepare a Business for Sale

by Ronald Adams on 7/13/2011

The following ten planning issues will help prepare the business for sale and reduce unanticipated problems that may arise when a prospective buyer begins investigating the business for possible purchase. Regardless of...more

FinCEN: Elder Abuse - Red Flags

by Jonathan Foxx on 2/23/2011

On February 22, 2011, the Financial Crimes Enforcement Network (FinCEN) issued an advisory to assist the financial industry in reporting instances of financial exploitation of the elderly, a form of elder abuse. Financial...more

Frank Financial Candor a Key Ingredient to Successful Second Marriages

by Fein, Such, Kahn & Shepard, P.C. on 12/2/2010

I was recently interviewed about the question of what conversations should couples entering into second marriages have? In a second marriage, not only are you bringing more experience to the table, but also a potentially more...more

Marietta Estate Planning Lawyer Asks: “What Are Your New Year’s Resolutions For Your Portfolio?”

by Stephen Worrall on 11/28/2010

We all make New Year’s resolutions… Losing weight… Spending more time with family… Learning a new language… Few of us think of our investment portfolio in terms of resolutions. But we should. This is a great...more

Estate Planning and Probate Q&A

by D. Lee Gwinn on 7/27/2010

Answers common estate planning and probate questions regarding wills, powers of attorney, life support directives, trusts, cost, and the probate process and costs....more