Trusts, Estates and Fiduciary Obligations

Events & Seminars

  • September 22, 2015
    7:30 am - 12:30 pm

BDO Canada, Thompson Dorfman Sweatman LLP (TDS Law), Blackwood Family Enterprise Services (Blackwood), and the Canadian Association of Family Enterprise (CAFE) are holding a seminar, Successfully Transitioning the Family Business on September 22nd.

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  • September 24, 2015
    12:30 pm - 5:30 pm

  The VA Angels will be holding an event in the D.A. Thompson Boardroom on Thursday, September 24 at 5:30 p.m. The event will be attended by angel investors, as well as start-up and emerging companies looking for capital. TDS Lawyer Jeff Pniowsky will be giving a presentation on tax disputes with the CRA.  About VA […]

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  • September 29, 2015
    8:00 am - 10:00 am

Join ICTAM and TDS on the last Tuesday of each month for our new Executive Breakfast Series. Each session will focus on an area of interest that will assist you in optimizing key facets of your business. This month’s session will focus on Legal considerations in recruitment, retention and termination of employees.

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Trusts, Estates and Fiduciary Obligations Overview

Our wills and estates lawyers are involved in all aspects of estate planning and estate administration, including the drafting of wills, inter vivos trusts, powers of attorney and health care directives, implementing estate freezes, income splits and buy-sell agreements for clients and advising personal representatives and beneficiaries with respect to the ongoing administration of estates and trusts, including estate and trust litigation.

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  • Given the significant increase in blended families in recent years, it is becoming more and more important to have a will. However, what most people don’t realize is that, in many cases, a will alone isn’t enough. In the case of many, particularly those with children of dissolved relationships, a full estate plan is required.

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  • A Manitoba Court of Queen’s Bench decision highlights to importance of planning for all contingencies when setting up a family trust.

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  • So you’ve been named as the executor of an estate, and you have been told that probate will be required. What can you expect? What is probate, what’s it going to cost and how long will it take? Can you make your own estate plan to enable your own beneficiaries to avoid probate? And finally, is it wise to avoid probate for the sake of saving a few dollars?

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  • To date, testamentary trusts have been used as a tool to allow taxpayers to split income after death. These trusts are established through an individual’s last Will and Testament for the benefit of another living person, generally a spouse or child. In the recently released 2014 Federal Budget, the Minister of Finance confirmed the government’s intention to eliminate graduated rates for testamentary trusts, certain estates, and grandfathered inter vivos trusts, as proposed in last year’s budget, and to instead apply flat top-rate taxation to these trusts and estates and make certain consequential changes.

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