The administration of a deceased estate can be an expensive business, but using the segregated funds tool can be a valuable method of protecting the value of your estate on death. By law, a final ‘t...
Potential Estate Disputes: Parent-to-Adult Child Transfers to Joint Accounts
What happens to joint bank accounts and jointly owned property when one of the co-owners dies? The answer is not entirely straightforward and depends on whether it is property, or whether it is mone...
Foreign Trustee Company Approved as Estate Trustee – Despite Registrar’s Initial Refusal
Rogerson Law Group has successfully secured an order allowing the re-issuance of an overseas appointment, as estate trustee, of a foreign (Bermuda) trust company in Ontario, under a confirmation by re...
DIY Wills: a risky move
One of the most important things anyone can do in their lifetime is protected their family and loved ones by making a will. Yet despite the importance of a well thought out will, many people go ahead ...
What are the Legal Requirements for Signing a Will?
A properly drafted will is a legal document which is legally enforceable by the executors and beneficiaries under the will. As with any legal document, it is only valid if properly executed in accorda...
Cheap Wills: worth the risk?
In this age of advanced technology, it is easier than ever to get a cheap Will drawn up. Just by typing in a few details, you can quickly get a Will downloaded – all for around $100 or so. Whilst th...
The Trust Advantage
By Andrew Rogerson LLB (Hons) TEP If you are immigrating to Canada, using an offshore trust enables you to take advantage of the government’s 5 year holiday from income tax and capital gains. It is ...
Deathbed Wills: risk areas
It’s never too late to make a Will, but it’s always better to do it as early as you can. In many cases, it’s not uncommon for an individual to realise they need to make a Will when they know the...
Worth a thought, Andrew Rogerson considers the attractiveness of Canada as a destination
Worth A Thought Andrew Rogerson considers the attractiveness of Canada as a destination for relocation STEP Journal – April 2008 Affluent clients, inquiring as to possible tax relocation, invariabl...
Where Does Your Trust Live?
By Andrew Rogerson LL.B (Hons)TEP STEP Journal – March 2008 The common law of Canada still regards a trust as being resident where the individual trustee resides. This can cause entirely unforeseen ...