Estate Planning Handbook, Fifth Edition is a highly practical text providing an overview of estate planning. This work focuses on the tools of estate planning and general planning considerations. It also provides precedent materials essential to estate planners. The commentary has been expanded and updated to reflect the current state of estates and trusts law.

Spread over four parts, this book cover important topics such as

• Vulnerable clients
• Marriage contract, spousal trust, the power of attorney, and other considerations in the second marriage
• The transfer of family businesses
• Important issues for families
• The income tax treatment for different types of trusts
• Estate planning income tax tips and an examination of the Registered Retirement Savings Plan (RRSP), the Registered Retirement Investment Fund (RRIF), and the Tax-Free Savings Account (TFSA)
• Precedents materials include drafting documents
• Sample Wills
• Sample powers of attorney for financial matters
• Sample powers of attorney for personal care
• References to medical assistance in dying (MAID)
• The 2016 tax rules for trusts and estates with a discussion on graduated rate estates