Estate Planning for Blended Families
Author(s): Ontario Bar Association
Publication Date: October 2018
Format: shipped (hardcopy), download (PDF)


Description
Blended families are becoming increasingly common in Canadian society. Estate planning for these blended families can create particular challenges for lawyers, as clients seek to balance the interests of children from previous relationships with those of new spouses. Join us to gather expert advice and helpful strategies on how to handle the unique intricacies of this family type. Our exceptional faculty will share practical advice on how to avoid undesired consequences and ensure your client's wishes are respected.

PROGRAM CHAIRS

Ambie Edgar-Chana, Edgar Chana Law Professional Corporation
Brittany Sud, Fasken Martineau DuMoulin LLP

TABLE OF CONTENTS

Best Practices for Representing the Blended Family in Estate Planning
Ambie Edgar-Chana, Edgar Chana Law

Effectively Using Trusts, Mirror Wills and Mutual Wills
M. Elena Hoffstein, Edgar Chana Law
Brittany Sud, Edgar Chana Law

Dealing with the Tax Complications of Your Client's Estate Plan
Adam Gotfried, Fasken Martineau DuMoulin LLP
Gregory Sanders, Fasken Martineau DuMoulin LLP

Making Sense of How Family Law Impacts the Blended Family's Estate Planning
Karon C. Bales, C.S., T.E.P., Bales Beall LLP

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