Transparency Trends and their Impacts on Estate Planning

Date: May 11, 2021

Speaker: Alison Oxtoby & Jen Eshleman

Feel free to watch the replay of “Transparency Trends and their Impacts on Estate Planning”.   Alison and Jennifer discussed the evolving common law standards for disclosure to trust beneficiaries, provincial and federal transparency legislation (including the Land Owner Transparency Act, property transfer tax disclosure, corporate transparency registers, and the new CRA trust disclosure rules), and strategies to maximize your clients’ privacy.

Here is a link to watch the replay:

Meeting Recording:

Access Passcode: May2021!

This recording will automatically be deleted in 90 days so available to watch at your convenience until Aug 10, 2021.


Transparency Trends and their Impacts on Estate Planning


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