Author Archives: Monique Shebbeare

Testamentary Trusts Revisited – Budget 2014

For the past several years, estate planning lawyers have touted the virtues of testamentary trusts as a tax planning tool for clients with sizeable estates. Budget 2014 will largely remove the tax benefits of testamentary trusts, and for many clients (but not all!) the simplicity of outright gifts for adult beneficiaries might now make more […]

No cookie cutter: Stage of life and the marriage or cohabitation agreement

Not all marriage and cohabitation agreements are the same. The agreement that makes sense for a couple late in life who both have children from previous relationships will be different from the agreement that makes sense for a couple in their thirties who are just about to have their first child together. The legal landscape […]