Chapters
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1. Tax Fundamentals
2. Private Business Succession
3. Life Insurance
4. Registered Investment Accounts
4A. The RESP
5. Inter Vivos Trust Planning
6. Asset Protection
6A. Joint Tenancies in Estate Planning
7. Post-Mortem Remedial Income Tax Planning
9. International Estate Planning
10. Multi-Jurisdiction Wills
11. U.S. Tax Considerations in Estate Planning for Canadians
12. Planned Charitable Giving
13. Planning for Incapacity
14. Trusts for Persons with Disabilities
15. The RDSP in Estate Planning
Forms and Precedents
I. Private Business Succession
II. Inter Vivos Trusts
III. The RRSP, RSP and RPP
IV. Post-MortemIncome Tax Planning
V. Personal Use Real Property
VI. Planned Charitable Giving
VII. Planning for Incapacity
Features:
- accessible for those new to the estate planning — beginning with tax fundamentals and moving step-by-step into specialized categories of knowledge
- authoritative discussion of all significant estate planning issues, including planned charitable giving, life insurance issues, creditor protection and planning for incapacity
- current - all the latest developments, including the new types of vivos trusts and new rules for off-shower trusts
Editorial Board
Mary B. Hamilton — Alexander Holburn Beaudin + Lang LLP, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Elaine E. Reynolds, QC — Legacy Tax + Trust Lawyers, Vancouver
Authors
Kate N. Bake-Paterson — DLA Piper (Canada) LLP, Vancouver
Jeffrey Bichard — Legacy Tax + Trust Lawyers, Vancouver
Daphne Chu — Legacy Tax + Trust Lawyers, Vancouver
Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Aubrie Girou — Alexander Holburn Beaudin + Lang LLP, Vancouver
Kay Gray — Grant Thornton LLP, Vancouver
Deidre J. Herbert — McLellan Herbert, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Chris F. Ireland, CA — PPI Advisory, Vancouver
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Sam. S. Liang — Legacy Tax + Trust Lawyers, Vancouver
Emma McArthur — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Frank W. Quo Vadis — Koffman Kalef LLP, Vancouver
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver
Elaine E. Reynolds, QC — Legacy Tax + Trust Lawyers, Vancouver
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
James P. Shumka — Legacy Tax + Trust Lawyers, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
David G. Thompson — Thorsteinssons LLP, Vancouver
Corina S. Weigl — Fasken Martineau DuMoulin LLP, Toronto
Mark S. Weintraub, QC, with contributions from Richard T. Weiland,Emily Clough, Raman Johal, Rong (Lauren) Liang, and Gordon Behan — all of Clark Wilson LLP, Vancouver
Laura E. West — Norton Rose Fulbright Canada LLP, Vancouver
Sadie L. Wetzel — DLA Piper (Canada) LLP, Vancouver
Dennis Yee — DLA Piper (Canada) LLP, Vancouver
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