Trust and Estate Essentials

Trust and Estate Essentials, 4th Edition, is a valuable resource for individuals and families in their succession planning . Written in plain English, this book will guide you on the many necessary gateposts required to create an effective succession plan.

Equally important, it will help you think in a thoughtful way about many challenging issues such as incapacity, family meetings, planning for children with special needs, passing down a cottage or other vacation home, and end of life planning. This book will also help educate you on how other countries deal with succession matters--critical if you hold assets and have family in those jurisdictions and will outline the complex issues that arise in cross-border Canada-U.S. and multijurisdictional estate planning and estate administration.

The goal of an effective trust and estate lawyer is to help you clarify your wishes and objectives and make good decisions based on consideration of options that will optimize your situation. In short, to put the “success” back into family succession. We hope this book will help you in achieving success in your succession journey.