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CALU Report: Recent estate planning developments in Canada

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,

March 3, 2022|Categories: Publications|

INFOexchange 2021 vol. 3 is now available

INFOexchange 2021 vol. 3 is now available for members, with articles on Navigating the hurdles of real estate ownership by foreign persons by Scott Gorski and Understanding CALU’s Market Conduct Standards Committee by Roger Sinclair.

October 1, 2021|Categories: Publications|

CALU Report – Donation of Private Corporation Shares

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.

March 25, 2021|Categories: Publications|




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