Margaret O’Sullivan is founder of O’Sullivan Estate Lawyers LLP.
Generous gestures could affect your client's estate
If your client holds assets jointly, controversies could arise over right of survivorship or termination
Tread carefully to avoid tax mistakes
Estate planning techniques to consider
Only if prepared correctly
Tips to ensure a smooth succession
These documents will likely become more common.
Identify potential issues while the client is still alive
Trusts and total return investing in challenging times
There are no laws in Canada to protect clients, so here’s what you need to know