Estates, Wills & Trusts Category
The cost of litigating an estate matters can be enormous - both financially and emotionally. However, most estate litigation can be avoided with advance planning. This new book will help you explain to clients the benefits (both financial and emotional) of developing an effective and comprehensive estate plan that includes consulting with intended ...
Author : Ian Hull
This definitive resource reveals the step-by-step process of how to effectively preserve, protect and distribute wealth. This book is designed to be the resource for the innovative and proactive professional seeking to guide clients to smoothly transition into the last third of their lives, making it the best and most productive time of their lives.
Author : Lead Author: Peter J. Merrick, B.A., F.M.A., C.F.P., T.E.P., F.C.S.I.
Where Do You Draw the Line when Advising Clients? Protecting assets and wealth has always been a challenging task. Consider these recent events: The current global financial crisis - which has put assets, wealth, and retirement at risk for many The criminal convictions of several Canadian and American business leaders for commercial and accounting ...
Author : Kelly R. Doyle, B.A., LL.B.
Endorsed by the Society of Trust and Estate Practitioners (STEP) Canada Offering state-of-the-art precedents drafted by Canada 's leading practitioners, Canadian Forms & Precedents is a comprehensive multi-volume set that provides the highest standard of legal forms and precedents in Canada . Covering all major subject areas, Canadian Forms & ...
Looseleaf + CD-ROM
Author : Margaret E. Rintoul
Avoid Costly Drafting Mistakes Adopting a precedent without understanding it fully is a recipe for trouble. Trust drafting is a professional skill requiring knowledge of the types of trusts used in Canada, the rules pertaining to them - and how these rules differ across all common law jurisdictions. You must also have extensive knowledge of trust ...
Hardcover + CD-ROM
Author : James Kessler, Q.C. and Fiona Hunter, B.A., LL.B., LL.M.