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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
John Pearson Allen, Ph.D., has a general practice, with a focus on business law and estate planning. After being admitted to the Bar in 1991, John clerked with the Ontario Superior Court, joining Allen & Allen in 1992.
John has a Bachelor of Arts, a Bachelor of Science, a Bachelor of Laws, and—while working full-time at Allen & Allen—obtained his Masters and PhD in securities law from Osgoode Hall Law School in Toronto. John has been counsel for and a director of a number of private and public companies, including a real estate investment company and an energy resource company both listed on the TSX Venture Exchange.
In addition to his practice of law, John is co-author of the annual Handling Provincial Offence Cases in Ontario with Justice Libman of the Ontario Court of Justice; he is co-editor of RegQuest, a monthly update on regulatory offences and compliance in Canada with Justice Libman and Professor Aron; and he has written articles for the Canadian Business Law Journal, the Advocates Journal and the Criminal Law Quarterly. John has been a Certified Financial Planner (CFP) and has taught contracts and evidence law at Humber College for the Bachelor of Arts program for paralegals and business law at Ryerson University in Toronto.
Brian J. Quinlan, CA, CFP, TEP’s practice concentrates on assisting individuals and owner-managed businesses in maximizing cash by minimizing tax. His clients range from the struggling artist to the medium sized entrepreneurial business. Brian sees his role as a “part-time” VP-Finance for his clients.
Brian serves as a contributing editor at Canadian MoneySaver Magazine. His articles have been published in the Globe & Mail, Advisor’s Edge and The Financial Post Magazine. He participates in a number of radio and TV call-in shows - including BNN’s Talking Tax. He often speaks at tax and financial planning seminars.
Brian was one of the three authors of 78 Tax Tips for Canadians for Dummies. He has instructed tax courses for Ryerson University and CPA Ontario.