Protecting A Child’s Inheritance

Watch Bloom Investment Counsel Inc.’s Kevin Willis join O’Sullivan Estate Lawyers LLP’s Margaret O’Sullivan, Susannah Roth, Marly Peikes and Stephanie Battista for a comprehensive discussion on protecting a child’s inheritance.

Established in 1998, O’Sullivan Estate Lawyers LLP is a Toronto law firm practising exclusively trust and estate law known for providing sophisticated advice and attentive service to a discerning clientele in which most clients’ succession issues involve large, high net worth or complex situations—whether domestic, cross-border or multi-jurisdictional.

This full webinar touches upon:

  1. Problems that arise with estate planning when passing wealth to children.
  2. Ways to pass wealth while simultaneously protecting a child’s inheritance utilizing:
    • Testamentary Trusts
    • Cohabitation Agreements
    • Marriage Contracts
    • Gift and Loan Planning
  3. Big picture issues for parents on the need for better transitioning of wealth to children, and more.

Bloom Investment Counsel, Inc. is a well-established Toronto-based independent, privately-owned boutique investment management firm providing customized, actively managed, Canadian and U.S. dividend-paying portfolios for wealthy individuals, family offices, foundations, corporations, institutions and trusts.

Founded in 1985, Bloom has experience in managing in excess of $2.5B in assets over the years. We believe that generating independent cash flow is central to the success of our clients’ portfolios because it provides capital for the present day, if needed, while continuing to preserve and build wealth for the future.

Follow Bloom Investment Counsel, Inc. on LinkedIn to stay up to date on future webinars.

This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on this video should consult with his or her trusted legal advisor and/or financial partner.

Leave a Reply

Your email address will not be published. Required fields are marked *

© 2023 Bloom Investment Counsel, Inc. All rights reserved. E & O E.

Powered by W3Schools