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  • Legacy Lexicon
For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Cautionary Tale: Estate Planning for a Loved One With a Disability

24 Jun
  • by Estates Gone Wrong
  • Frequently Asked Questions, Generated Content

Ontario Law: What is an Absolute Discretionary or a “Henson Trust”?

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Wealth Preservation: The Role of Trusts in Estate Planning

Court rules against woman who sought to have $1.8-million inheritance placed in fully discretionary trust to avoid losing disability benefits... 12 Feb
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

B.C. Court Rules Against Woman Seeking to Impose Henson Trust

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Recent:

Inheriting a collection is a significant emotional and financial event. It connects us to our past, to loved ones, and to histories that may span generations. Yet, it also presents a daunting challenge: how to decide what to keep and what to sell. 

Inherited Collectibles: Practical Tips for Deciding What to Keep or Sell

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

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?

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

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