Estate planning tools for blended families: Trusts and other agreements
Sandra L. Enticknap with the assistance of associate Katherine Xilinas and articled student Angela Rinaldis, all of Miller Thomson LLP

Current to: May 12, 2006
Posted: Monday, September 11, 2006

Sandra Enticknap and associates outline the pros and cons of using alter ego and joint partner trusts to meet the goals of clients who belong to blended families.

Click Here to view a pdf version of the paper.

The full collection:

This article is an excerpt from "Planning Considerations for Blended Families", a collection of course materials presented at the May 2006 CLE course. The materials focus on the unique estate planning considerations involved in blended family situations and explore family law tools such as marriage agreements and estate planning tools such as mutual wills and alter ego and joint partner trusts. Also included: a Wills Variation Act update with cases specific to blended family situations.

 

 


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