TRUSTEE AND BENEFICIARY – THE ROLE OF THE BENEFICIARY

Tuesday, July 28th, 2015

This is my last blog in my series “Trustee and Beneficiary – An Arranged Marriage”. In my first blog of this series, I made the point that relying upon the concept of an arranged marriage when establishing the trustee-beneficiary relationship ought to be reconsidered. Rather, it’s time those who espouse ...

THE IMPORTANCE OF ESTATE PLANNING FOR SAME-SEX COUPLES

Thursday, June 11th, 2015

Today's blog was written by Darren Lund, Associate at Fasken Martineau DuMoulin LLP. June is traditionally the month in which cities around the world hold Pride festivities, and the City of Toronto is home to one of the world’s largest festivals. June, then, is a good time to reflect on how ...

TRUSTEE AND BENEFICIARY – AN ARRANGED MARRIAGE?

Wednesday, June 3rd, 2015

In my last blog I spoke about the importance of parents engaging the next generation in the process of family legacy planning. Fundamental to the success of multi-generational legacy planning, is the ability to embrace transparency and mutual engagement as the guiding principles. Transparency and engagement in the process equally ...