Private wealth, trusts and estates
Canada | Publication | June 2023
Welcome to our private wealth, trusts and estates publication series, where you will find a range of articles that address some of the most common issues and questions that arise for clients in the context of estate planning, estate and trust administration, charities law and related areas. Our articles cover numerous issues pertaining to will planning, the use of trusts, succession and governance of privately held companies, probate fee planning, powers of attorney for property, health care representation agreements, private foundations, and marriage and cohabitation agreements.
Our team prides itself on being the trusted advisors that clients and other professionals turn to when the goals are important, the issues are complex, and the relationships matter. We offer the highest level of experience and service, delivered in the most efficient and effective way possible.
Recent publications
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Canadian Competition Bureau releases 2025-2026 annual plan
The Competition Bureau recently released its annual plan for 2025-26, outlining its priorities at a time when Canada is navigating rapid shifts in trade, market dynamics, and technology.
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Practical commentary regarding copyright and generative AI training
The US Copyright Office recently released a pre-publication draft of Part 3 that addresses issues arising from using copyrighted works in developing and training generative AI systems, including infringement, fair use, and licensing.
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CSA takes steps to expand the LIFE prospectus exemption
On May 14, the CSA published harmonized blanket orders (the LIFE Blanket Orders) that significantly increase the amount of capital that may be raised in reliance on the listed issuer prospectus exemption (the LIFE Exemption) contained in National Instrument 45-106 Prospectus Exemptions (NI 45-106).
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