Product Details
978-0-7798-8952-5
Book
Approximately 250 pages
1 volume bound
softcover
2019-03-25
Carswell

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Estate Planning Handbook, 5th Edition
By: John Pearson Allen, Ph.D., Brian J. Quinlan, CA, CFP, TEP
Coming soon
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Description

Estate Planning Handbook, 5th Edition is a highly practical text providing an overview of estate planning

Estate Planning Handbook, 5th 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 annotated precedent materials essential to estate planners.

New in this edition

  • Ontario Law Reform Commission recommendations on Legal Capacity, Decision-making and Guardianship have been added to Chapter 2, The Continuing Power of Attorney for Property.
  • References to MAID are now part of Chapter 3, Power of Attorney for Personal Care.
  • Samples of contract wording have been included in Chapter 5, Contracts.
  • Chapter 8, Estate Administration, has incorporated discussion on Re Milne and Re Panda to the Two Wills section.
  • Chapter 11, Taxes and the Death of the Taxpayer, has updated the U.S. tax information.
  • The 2016 rules for the taxation of trusts and estates have been incorporated into Chapter 14, The Taxation of Trusts and Trust Beneficiaries.
  • Chapter 18, The Vulnerable Client, has been added.
About the Author

John Pearson Allen, Ph.D. (law), has been in private practice since 1992 with a focus on business law and litigation. He clerked with the Ontario Superior Court. He is the co-author of Handling Provincial Offence Cases in Ontario, the Estate Planning Handbook, 3rd Edition and 4th Edition, and the regulatory offences newsletter RegQuest. He has written articles for the Advocates’ Society Journal, the Criminal Law Quarterly, the Canadian Business Law Journal, as well as a securities netletter from 2001-2007. He also taught Evidence Law, and Torts and Contracts in the university degree program in Paralegal Studies at Toronto’s Humber Institute and Business Law at Ryerson University.

Brian J. Quinlan's practice focuses on the income tax and estate planning issues of owner-managed business and their families. He began his own practice in 1991 and merged with Campbell Lawless in 1996. Brian has been a co-author of Wiley's annual 78 Tax Tips for Canadians for Dummies since its 2001 launch and is now co-authoring, with John Allen, the 4th Edition of the Estate Planning Handbook to be released by Carswell in early 2012. Brian is a CA and has also obtained the CFP and TEP designations.