Estate Planning

How clients can be undone by undue influence

Courts take a close look at advice

June 30, 2017

4 min read

Why family gifts and loans require planning

Generous gestures could affect your client's estate

By Margaret O’Sullivan |June 30, 2017

4 min read

Joint tenancy, a primer

If your client holds assets jointly, controversies could arise over right of survivorship or termination

By Margaret O’Sullivan |June 30, 2017

5 min read

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

By Frank Di Pietro |June 30, 2017

5 min read