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Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven't passed legislation to enable them

Complex relationships are increasing the risk of litigation

  • By: IE Staff
  • November 29, 2021 November 29, 2021
  • 15:05
time's up

New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets

wealth transfer

Consider this strategy for business-owner clients who have whole life insurance

new rules

New disclosure rules come into effect in the 2021 tax year

The new division will be named Raymond James Trust (Canada)

Frohnsdorf succeeds the retiring Scott Scobie

  • By: IE Staff
  • April 14, 2020 April 14, 2020
  • 11:39

O’Sullivan Estate Lawyers, RBC Wealth Management both honoured

  • By: IE Staff
  • October 11, 2019 November 10, 2023
  • 14:08

Reps of the government agency fielded queries about taxation and cross-border issues at STEP roundtable

Firm aims to broaden offering with estate, trust and power of attorney services

  • By: IE Staff
  • May 6, 2019 October 17, 2019
  • 11:27