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
CP165: DFSA clarifies its approach to Licensed Functions and Authorised Individuals
The Dubai Financial Services Authority (DFSA) recently published a Feedback Statement (Feedback Statement) on Consultation Paper No. 165 (CP165), which had proposed significant changes to its Authorised Individual regime.
Publication
Extension of US insider reporting to directors and officers of foreign private issuers with US-registered equity
Canadian (and other) foreign private issuers (FPIs), including Multijurisdictional Disclosure System issuers, with equity securities registered in the United States will be subject to new insider reporting obligations with the US Securities and Exchange Commission (SEC) in the United States.
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