What Happens if I Die Without a Will?

Jeffrey Bichard

http://leavealegacyvancouver.com/what-happens-if-i-die-without-a-will/?

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Proactive Drafting Tips for Trusts in Family Law

Andrea Frisby and Genevieve N. Taylor

  http://www.legacylawyers.com/wp-content/uploads/PBLI-2015-Proactive-Drafting-Tips-for-Trust-in-Family-Law.pdf

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Planning for Children: Children’s Property and Status

Andrea Frisby

  http://www.legacylawyers.com/wp-content/uploads/Planning-for-Children-Children_s-Property-and-Status-2.pdf

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Current Approaches to Substituted Decision Making

Andrea Frisby

  http://www.legacylawyers.com/wp-content/uploads/PBLI-2016-Current-Approaches-to-Substituted-Decision-Making-2.pdf

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QSBC Shares and the Lifetime Capital Gains Exemption

Ian Worland

  http://www.legacylawyers.com/wp-content/uploads/QSBC-Shares-and-the-Lifetime-Capital-Gains-Exemption.pdf

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Without Bounds: Administration Issues for International Estates

Andrea Frisby

  http://www.legacylawyers.com/wp-content/uploads/PBLI-2017-Without-Bounds-Administration-Issues-for-International-Estates.._-2-1.pdf  

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Upcoming Conferences – Where We Are Speaking

Kate Marples

Upcoming Conferences October 23, 2018 Cheyenne Reese: Speaker Joint STEP/CPA Conference, “US Tax Cuts and Jobs Act: the impact on estate planning for clients who are US persons or who hold US-sited assets” November 15, 2018 Cheyenne Reese and Christine…

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Repeated Failure-To-File Penalty: Scope Narrowed

Michelle Moriartey

A repeat late filer may be assessed a penalty of up to 50 percent of the income tax payable that was unpaid when the return was due. However, in Hughes v. The Queen (2017 TCC 95; informal procedure), the court held that the penalty does not apply when the…

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The First Appointment

Kate Marples

The First Appointment Receiving instructions from clients and providing advice to them in response to those instructions is at the heart of a Wills and Estate Planning practice.  Developing standard practices for an initial client interview, file opening…

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The Principal Residence Exemption

Laura M. Peach


PREPARING FOR PROPOSED CHANGES Many taxpayers are aware that an exemption from tax on capital gains may be available when those gains arise from the disposition of their principal residence. However, proposed changes to the Income Tax Act could limit the…

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