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