Sentences with phrase «testamentary changes»

The defendant's grandfather made a number of testamentary changes transferring most of his assets between 2007 - 2008, prior to his death that same year.

Not exact matches

when an elderly client wants to make major changes to his / her will, not taking steps to ensure testamentary capacity and that the client is not under undue influence;

However, the changes to the taxation of testamentary trusts will likely make alter ego and joint partner trusts a more attractive estate planning vehicle for some.

Testamentary trusts have made more sense than alter ego and joint partner trusts for many people for some time, but that may change:

Co-Author Presentation, «Testamentary Trusts: Recent Changes to the Income Tax Act» (CPA Manitoba, February 24, 2015)

In the consultation paper (Proposal), the Federal Department of Finance proposes a number of changes to the way in which the Canada Revenue Agency (CRA) will tax testamentary trusts and pre-1971 grandfathered inter-vivos trusts.

While much of what has changed makes sense in the government's determination to remove the preferential treatment allowed through testamentary trusts, there is one change affecting life interest trusts including spousal, alter - ego, and joint - partner trusts, leaving many to suggest there is room for a correction of some.