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Blog

Celebrating

our 10th year
blog anniversary

Author: Margaret O'Sullivan

What is “FATCA” and What Impact Does it Have for You?

The U.S. Government enacted the U.S. Foreign Account Tax Compliance Act (“FATCA”) in 2010 to combat offshore tax evasion, introducing detailed reporting requirements which affect some Canadian individuals with U.S. connections and Canadian financial institutions. But did you know these requirements could also affect some Canadian trusts and that trustees

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Multi-jurisdictional Succession Issues Checklist

An increasing number of individuals have connections to more than one jurisdiction which can significantly affect their estate planning. In this Blog post, we explore a few special issues and considerations that need to be factored in estate planning to ensure a comprehensive and effective estate plan where there is

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Reflections on the “Trusted Advisor”

We increasingly see use of the term “trusted advisor”, particularly in the arena of financial and estate planning services. But what is a “trusted advisor” as opposed to someone simply providing advice? At its root I would submit is the requirement that a trusted advisor acts in the best interests

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WELCOME

A warm welcome to our inaugural blog post. In our future posts, we hope to provide concise, cogent and creative thoughts, ideas, perspectives and information on trust and estate matters, with a focus on cross-border, multi-jurisdictional and domestic issues. Over the next while, we will deal with a number of

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