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
Publication
Dutch Supreme Court Clarifies Anti-Abuse Rule: Lessons from April and July 2025 Rulings
On 25 April and 18 July 2025, the Dutch Supreme Court issued new rulings that further clarify the scope and application of the anti-abuse provisions in the Dutch Corporate Income Tax Act 1969 (CITA) and the Dutch Dividend Withholding Tax Act 1965 (DWTA).
Publication
Brief update on the Omnibus: CSRD and CS3D simplification – negotiating positions
The ‘Omnibus package’ is due to be negotiated by the European Parliament and the Council. When initially published by the European Commission on 26 February 2025 (see our previous publication on this here), the Omnibus instantly drew attention in light of the significant changes it sought to introduce to the EU Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CS3D).
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