asset protection

Blog Archives

Andrew Rogerson lectures on Asset Protection

Andrew Rogerson will be delivering a presentation on Asset Protection to members of the legal profession in Toronto on Thursday 11th February 2016 entitled “Equity Stripping – the Bad Businessman Defence “. This is part of the Continuing Professional Development series

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Asset Protection – How to get it right

By Andrew Rogerson LLB (Hons) TEP The way to avoid asset protection settlements being set aside, is to plan well in advance and structure them for bona fide purposes unconnected to asset protection. This is so, even if asset protection

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Asset Protection and Bankruptcy – Pitfalls for Unwary Practitioners

By Andrew Rogerson TEP STEP Journal – November/December 2009 In the last edition of STEP Journal, I explained how the Superior Court of Ontario in Peake v Dashney (1) had deftly sidestepped the so called Collateral Attack Rule. The Rule

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Foundations – Canadian Tax Considerations

The CRA generally has, in the past, sought to tax some foundations as if they trusts, (and, accordingly, apply the punitive tax regime applicable to Non Resident Trusts (NRT’s)). The CRA position outlined in their Technical News #38, states as

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Helping Pilots with CRA / Tax Issues

Over the years, whilst practising in the Caribbean, Channel Islands and now in Canada, Andrew Rogerson has acted for many airline pilots in the field of Canadian tax residency, asset protection and cross-border divorce. Many Canadian pilots, who have chosen

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Insurance Products for Creditor Protection

Creditor Protection using Insurance By Andrew Rogerson LLB (Hons) TEP Financial and insurance professionals, who have mastered the theory of asset  protection, seek knowledge of suitable products to recommend to their clients. This is the purpose of what follows. But

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Offshore Trusts and Offshore Bank Accounts: still suitable for Canadians?

There was a time when it was possible to substantially reduce, or even eliminate your Canadian tax liability by earning your income in an offshore company, or offshore trust – and depositing the proceeds in an offshore bank account.   Unfortunately,

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Property Co-ownership Disputes: how does it work?

Disputes often arise out of the co-ownership of land and property, and understanding the rules behind property co-ownership can help minimize the risk of potential litigation.  When more than one individual is buying a property – taking expert legal advice

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The Best Protection – Asset Protection for the Modest Estate

The best protection By Andrew Rogerson  STEP Journal February 2011 – View Original Article Offshore tax havens (as they used to be called) have an exotic ring. Before our first meeting, many of my new clients have read lots on

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Trusts – Asset Protection & Bankruptcy Law

By Andrew Rogerson LLB (Hons) TEP Historically, trusts evolved as a means of protecting assets. This was achieved   by having another trusted person hold legal title of assets on behalf of (or   in trust for) another. Tax considerations aside, asset

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Wealth Management Structuring & Asset Protection

Are you considering restructuring your assets using offshore accounts for tax purposes or to otherwise protect and enhance your money and assets? Today, stricter international rules and regulations relating to offshore structures means individuals need the very best legal advice

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What is Asset Protection?

Anyone who owns money and assets of any kind, of whatever value, seeks to look after what they own – whether to ensure the best returns for them personally, or to protect those assets for future generations.   Today, there are

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Where Is The Money Hidden?

Chapter in “The Joy of an Ex” published by ‘Divorce Choices’ By Andrew Rogerson LLB (Hons) TEP Sadly, many Statements of Financial Circumstances bear little relationship   to the real picture. A self-employed spouse may run an expensive car, take many  

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