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
August USPTO subject-matter eligibility (SME) reminder memo – helpful for computer-implemented inventions and software inventions
Commissioner Kim issued an August 4 memorandum (Kim Memo) that clarifies how examiners should apply existing SME guidance, especially when analyzing artificial intelligence, machine learning, software, or embedded software (e.g., hardware control) claims.
Publication
Essential Corporate News – Week ending 8 August 2025
On 5 August 2025, Companies House announced that identity verification for individual directors and people with significant control over companies (PSCs) will come into effect on a phased basis from 18 November 2025.
Publication
Metal matters: New Canadian surtaxes and tariff rate quotas on steel and aluminum imports
Earlier this summer, Prime Minister Carney announced Canada would take measures to protect Canadian steel producers against trade diversion, strengthen supply chain resilience, and unlock new private capital in Canadian production.
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