CALU Report: Recent estate planning developments in Canada

March 3, 2022

In this expert CALU Report now available for members, authors Rachel Blumenfeld and Marni Pernica of Aird & Berlis LLP provide an overview of key legislative changes relating to estates and substitute decision-making laws in Canada and discuss recent case law on beneficiary designations and the presumption of resulting trust, taking into account the recent decisions in Calmusky, Mak, Simard and Fitzgerald and their implications for estate plans involving registered accounts and/or insurance policies with designated beneficiaries.

(Members only)

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