Estate planning handbook
Contributors: Quinlan, Brian J., 1960-; Allen, William P. G.
Edition: 4th ed. / John P. Allen and Brian J. Quinlan.
Series: WestlawNext Canada : Estates & Trusts Source
Publisher: Carswell
Published: 2012
Place of publication: Toronto
Language: eng
Number of pages: 183
ISBN-13: 9780779849352
Subjects: Estate planning; Handbooks, manuals; Inheritance and succession; Planification successorale; Guides, manuels; Successions et héritages
Description: "This work focuses on the tools of estate planning and general planning considerations. It also provides annotated precedent materials essential to estate planners. A new co-author, Brian Quinlan, has been added to this edition, contributing his expertise in the area of tax planning. New chapters concerning tax issues and tax tips are now included. The commentary has been expanded and updated to reflect the current state of estates and trusts law and a new precedent, an alter-ego trust, has also been added. This book includes chapters on common planning situations such as the second marriage, the transfer of family businesses and young families."--Pub. desc.
Notes: Third ed. (1999) by William P.G. Allen and John P. Allen.

Includes index.
Table of contents: title: Part I; title: Tools: Trusts; title: Continuing power of attorney for property; title: Power of attorney for personal care; title: Wills; title: Contracts; title: Corporations; title: Insurance. Part II; title: Planning considerations: Estate administration; title: Ontario Family Law Act; title: Incapacity; title: Income taxes and the death of a taxpayer; title: Income tax returns to be filed for the deceased; title: Estate planning income tax tips while alive, on death and after death; title: Taxation of trusts and trust beneficiaries. Part III; title: Example situations: The young family; title: The second marriage; title: The family business. Part IV; title: Precedents: Drafting documents; title: Will for an older couple with children and grandchildren; title: Will for a younger couple with children; title: Alter-ego trust; title: Non-beneficial transfer; title: Continuing power of attorney for financial matters; title: Power of attorney for personal care, the "living will."