Law

Estate Planning

Protect a business from marital breakdown

Marital breakdown can destroy a business, but it needn’t be this way

By Nathalie Boutet |October 21, 2015

4 min read

Industry

Protect business-owning clients from lawsuits

Three in 10 small business owners have dealt with the stress and disruption of handling a legal dispute in the last three years.

By Staff |June 17, 2015

1 min read

Estate Planning

Protect a home from divorce claims

Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”

By Evelyn Juan |April 10, 2015

4 min read

Estate Planning

How to remove an executor

Most executors perform their duties with integrity and dedication.

By James Dolan |April 10, 2015

4 min read

Industry

Report slams advisors for marketing as fiduciaries

Marketing materials of top U.S. brokerage firms strongly imply advisors act as trusted fiduciaries; but when disputes arise and they appear in arbitration proceedings, they’re quick to point out no such fiduciary responsibility exists.

By Staff |March 26, 2015

1 min read

Planning and Advice

Processing an intellectual property patent

Your client’s daughter, Ashima, is a budding inventor. She’s just devised an improved circuit for a power converter controller, and has already determined it’s new, useful and inventive (the criteria for patent protection). She wants to patent her design, because she’s confident several companies will want to license it. But she’s hesitant, because a patent would make her intellectual property public. She’s also unfamiliar with the legal process.

By Evelyn Juan |September 5, 2014

3 min read

Industry

10 tips for PoA

Clients may be called upon to take on powers of attorney as parents age and face incapacity. O'Sullivan Estate Lawyers in Toronto explain 10 duties that come with this responsibility.

By Staff |June 13, 2014

1 min read

Industry

Jail for fraudster busted by OSC

Peter Siklos was sentenced to 60 days in jail and two years of probation today after pleading guilty to one count of fraud contrary to the Securities Act.

By Staff |June 11, 2014

1 min read

Estate Planning

How much to pay the executor

How do you place a dollar figure on the work involved?

By James Dolan |June 6, 2014

3 min read

Estate Planning

Name trustees for clients with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.

By Evelyn Juan |June 6, 2014

5 min read

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