All About Estates

Tag: Fasken LLP

Total 8 Posts

Alter Ego and Joint Partner Trusts – Loss Utilization

Alter ego trusts (“AET”s)  and joint partner trusts (“JPT”s) have a deemed year end on the date of death of the last life interest beneficiary (the settlor for an AET and the last to die of the spouses for a JPT) resulting in the deemed disposition of certain property of…

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Welcome Changes in the Filing of Probate Applications

I would like to thank the estates law clerks in the Private Client Services group of Fasken for their contributions to this blog. This week, Attorney General Doug Downey (perhaps in the spirit of Thanksgiving) hinted at upcoming changes in the area of estates that would “manage the estate process…

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Feeling Like an Apostille Imposter

Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. Working with high net worth clients and their complex estates, I come across new terminology, challenges and scenarios each and every day, which keeps me engaged…

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“Unmasking” the Issues Facing Family Businesses

This post was contributed to by Maureen Berry and Demetre Vasilounis of Fasken. If there is one thing that 2020 has taught us, it is that the world as we know it is capable of changing overnight. While the COVID-19 pandemic has had immeasurable impacts on our economy, our interactions with…

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To DIY Or Not To DIY

Today’s blog is being brought to you by guest blogger, Jennifer Campbell, a law clerk in the Private Client Services group of Fasken LLP. I have been following the #MoneyMasterClass hosted by Gail Vaz-Oxlade, the former TV host of “Til Debt Do Us Part”, on Twitter since January 1, 2020. …

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We Are Not Fortune Tellers But….

Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. The year 2020 has proven to be quite challenging thus far. It is a test and a reminder of the importance of our job as estate…

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Some Things Are Not Forever!

Today’s blog was written by guest blogger, Giancarlo Mignardi, Articling Student at Fasken LLP. The rule against remoteness of vesting, more frequently referred to as the rule against perpetuities, is often viewed as one of the most notoriously difficult legal rules to apply. Its application presents such a challenge that,…

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A Joint Tenancy Gone Awry

Many of my fellow bloggers have blogged about joint tenancies, whether the focus of those blogs was on a case where the facts involved a joint tenancy or was to simply advise of the issues and risks related thereto. (See Brittany Sud’s blog on January 19, 2018, Steven Frye’s blog…

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