Chapters
1. Tax Fundamentals
2. Private Business Succession
3. Life Insurance
4. Registered Investment Accounts
5. The RESP
6. Inter Vivos Trust Planning
7. Protection from Claims
8. Joint Tenancies in Estate Planning
9. Post-Mortem Remedial Income Tax Planning
10. Personal Use Real Estate
11. Canadian Tax Considerations
12. Multi-Jurisdiction Wills
13. U.S. Tax Considerations in Estate Planning for Canadians
14. Planned Charitable Giving
15. Planning for Incapacity
16. Trusts for Persons with Disabilities
17. The RDSP in Estate Planning
Forms and Precedents
Tables
Index
Editorial Board
Stephanie J. Daniels — Farris, Vaughan, Wills & Murphy, Vancouver
Mary B. Hamilton, QC — 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
Gordon Behan — Clark Wilson LLP, Vancouver
Jeffrey Bichard — Legacy Tax + Trust Lawyers, Vancouver
Daphne Chu — Legacy Tax + Trust Lawyers, Vancouver
Emily Clough — Clark Wilson LLP, Vancouver
Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Emma Ferguson — Alexander Holburn Beaudin + Lang 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 — PPI Advisory, Vancouver
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Rong (Lauren) Liang — Clark Wilson LLP, Vancouver
Sam. S. Liang — Liang Tax Lawyers, Vancouver
Amy A. Mortimore — Clark Wilson LLP, Vancouver
Aaron Pearl — Clark Wilson LLP, Vancouver
Frank W. Quo Vadis — Koffman Kalef LLP, Vancouver
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver
Catherine Repel — Clark Wilson LLP, Vancouver
Michael P. Scott — Clark Wilson LLP, Vancouver
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
James P. Shumka — Legacy Tax + Trust Lawyers, Vancouver
Polly Storey — Clark Wilson LLP, 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 — 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