CALU Reports

CALU Reports2023-09-21T13:48:18-04:00

CALU Reports

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,

CALU Report – Donation of Private Corporation Shares

March 25, 2021|

Business owners with philanthropic intentions value tax-efficient charitable giving strategies. Read this CALU Report to understand how the use of corporate-owned life insurance to fund a charitable gift improves tax-efficiency and can lead to a legacy of gifting through generations.

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