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18 Feb

2022: Important Changes to Wills and Power of Attorney Legislation

Friday, February 18, 2022Greg Farano LLB, CFA, TEP, Lindsay Ann Histrop, Ian SpiegelBusiness Law, Corporate LawWills

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Significant changes have recently been made to the Succession Law Reform Act (“SLRA”) and Substitute Decisions Act, 1992 (“SDA”). Estates lawyers and clients looking for estate planning advice should

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20 Jan

Update: New Reporting Requirements For Trusts

Thursday, January 20, 2022Greg Farano LLB, CFA, TEP, Lindsay Ann Histrop, Ian SpiegelBusiness Law, Corporate LawTrusts

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In a previous blog post, we discussed the proposed new T3 Trust Income Tax and Information Return reporting and filing requirements for certain express trusts. These changes

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27 Apr

Tax Planning Opportunities in a Depressed Market

Monday, April 27, 2020Greg Farano LLB, CFA, TEP, Lindsay Ann HistropCorporate LawIncome Splitting, Capital Losses, Capital Gains, Prescribed Rate Loan Structure

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The recent decline in financial markets may present opportunities to obtain refunds of tax paid in prior years. They may also present opportunities for income-splitting if...

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13 Apr

COVID-19 Provides Rare Opportunity for an Estate Freeze

Monday, April 13, 2020William S. Bernstein, Lorne Saltman, James M. Parks, Greg Farano LLB, CFA, TEP, Lindsay Ann HistropCorporate Law, Income Tax ActCOVID-19, Wills, Estate Freeze

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COVID-19 has resulted in significant decreases to the value of many assets, including marketable securities, private businesses and real estate. This provides an opportunity to implement an estate freeze at low values, which allows for future savings in income tax.

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