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July 2013 Archives

Sometimes it is About the Tax - Inter-vivos Trusts and Spousal Loans

In our October 18, 2012 blog "Trusts - It's Not All About the Tax", I discussed a few non-tax reasons to consider in setting up a trust as part of estate and wealth planning. However, sometimes the goal is to minimize tax through income-splitting. Two methods of minimizing tax exposure are using a family trust and a spousal loan.

New harmonizing rules for cross-border succession in Europe and its impact on Canadians

When a person dies leaving assets in more than one country, conflict of laws rules (also known as private international law or PIL rules) step in to help determine which law should govern succession of the estate. These rules are often tricky and confusing to navigate.

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