WEALTH MANAGEMENT LAW RESOURCES

The information bellow covers common wealth management issues such as wills, trust, pensions, RRSP, power of attorney and taxation, and off shore asset protection that come up for consideration regularly. If you have a subject in mind that has not been covered below, you may forward an eMail to us and we will try to address the question you have in future issues of CONCEPT LAW® newsletter and future postings on this website. The subjects below will be covered once every 10 - 14 days. How often they appear on the website will be determined by the workload. Writing some of these subjects takes a significant amount of thought and time. This is an ongoing project. So, be patient.

DISCLAIMER - Please note that the information provided bellow is of a general nature and may not apply to any specific or particular situation. It is not to be considered as a legal advice nor presumed to be indefinitely up to date.  

• Offshore Asset Protection

  • Cook Islands Asset Protection Trusts

  • Offshore Asset Protection Trusts

• Will Planning

  • Elements of a Will

  • Donative Intent

  • No Effect Until Death

  • Revocable Until Death

  • Mutual Wills

  • Hybrid Gifts

  • Will Planning Considerations for Mature Clients

  • Specific Will Planning Situations for Mature Clients

• Snowbirds

  • US Taxation of Non-Residents

  • US Wealth Transfer Taxation Issues

  • US Taxation Planning Opportunities

• Powers of Attorney

• Powers of Attorney Execution and Revocation

• Management of Affairs of Incapable Person

• Powers of Attorney for Personal Care

• Tax & Probate Planning

  • Tax Planning Points

  • Estate Planning and Tax Considerations

  • Transfer Assets in to Joint Ownership

  • Principal Residence Tax Exemption

  • Capital Gain Tax Planning

  • Lifetime Capital Gains Exemptions - Small Business Corporate Shares

  • Income Splitting and Attribution

• Life Insurance

  • Life Insurance Beneficiaries

• Retirement Planning

  • Checklist for Purchase of Cottage or Rural Property

  • Easements and Rights-of-Way

  • Investment Strategies

  • Developing a Financial Plan

  • Developing an Investment Strategy

• Trusts

  • Specific Trust/Will Planning Situations