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  • Legacy Lexicon
Inheritance law looks like a single subject from the outside, but every country actually answers several separate questions differently. This comprehensive guide covers succession and wills law for specific countries in detail. 23 Jul
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Comprehensive Guide to Inheritance Law by Country

Administering an estate with overseas assets can quickly become complicated. Cross-border estates often involve multiple jurisdictions, different legal systems, and lengthy administration processes. 08 Jun
  • by Estates Gone Wrong
  • Curated Content, Frequently Asked Questions

Cross-Border Estate Administration: Frequently Asked Questions

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident? 12 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

For individuals with cross-border estates, careful planning is essential. For Canadians with connections to European Union member states, this area of law has grown considerably more important... 27 Apr
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Canadians with European Assets: Whose Law Governs?

Careers, families, and assets no longer fit neatly within a single jurisdiction... As lives become increasingly global, estate planning must reflect that reality. 17 Apr
  • by Estates Gone Wrong
  • Curated Content, Life Events

Cross-Border Estate Planning Lessons from a Destination Wedding

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Six Ways to Help Minimize Taxes on Your Estate in Canada

Cross-border capacity and guardianship issues are becoming increasingly common as families, assets, and caregiving arrangements span jurisdictions. 27 Mar
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Cross-Border Guardianship: Capacity Case Spans Jurisdictions

Estate planning becomes more complicated when assets, citizenship and tax rules extend beyond a single country. In this episode of Celebrity Estates, David Lenok speaks with Martin Behn about these challenges. 16 Mar
  • by Estates Gone Wrong
  • Celebrity Estates, Curated Content

Celebrity Estates Podcast: Cross-Border Planning Lessons

This article provides an overview of the U.S. federal estate and gift tax— specifically. its implications for Canadians owning U.S. assets... 26 Jan
  • by Estates Gone Wrong
  • Curated Content, Tax-Smart Strategies

Estate Tax Planning Considerations for Canadians with U.S. Assets

This podcast episode —"Probate and Inherited Mineral Rights: Requirements and Alternatives"— explores the often-confusing process of transferring mineral rights when someone passes away. 04 Dec
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Unique Legacy Assets: Transferring & Inheriting Mineral Rights

If you have financial ties in multiple countries, your U.S. estate plan may not be enough. This article —How Living Abroad Can Complicate Your Estate Plan— covers five ways international ties can complicate your best-laid plans... 14 Nov
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Five Ways International Ties Can Complicate Your Estate Plan

Northern Ireland's legal system is based on common law and is closely aligned with England and Wales. While the succession rules and probate procedures are broadly similar, there are important practical differences. 15 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Probate in Northern Ireland: Key Jurisdictional Differences

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Recent:

A will is intended to provide clear instructions about the distribution of a person’s property after death. But what happens when an important clause is missing? This recent Ontario court case is a useful reminder of the difficulties that can arise...

What Happens When a Will is Missing an Important Clause?

In many cases, an executor’s first instinct is not to call a lawyer. It is to ask Google. The problem? Google can provide thousands of answers, many of which are incomplete, inaccurate, or based on another jurisdiction. Executors need practical guidance tailored to the particular estate they are administering.

Cautionary Guidance for Executors: Google at Your Own Risk!

Many people hear “executor” and think it means reading the will and writing a few checks. In reality, executors can face personal liability. Find out exactly what you're agreeing to, before you agree...

Agreeing To Serve As Executor: Not As Simple As It Sounds

Holograph wills and codicils are often viewed as a simple and inexpensive way to record testamentary wishes. Ironically, the very simplicity that makes holograph codicils attractive can also make them extraordinarily vulnerable...

Ontario Case Study: The Hidden Risks of a DIY Codicil

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