Earlier this year, Ian M. Hull, Suzana Popovic-Montag, and I were pleased to co-author the Canada Chapter of the 2019 Chambers & Partners Global Private Wealth Guide for the third consecutive year.

The guide provides an overview of the law as it relates to a number of issues relevant to financial planning and estate planning in jurisdictions throughout the world.  Specifically, the following topics are covered (among others):

  • tax regimes;
  • succession laws;
  • laws relating to the transfer of digital assets and other assets;
  • family business planning;
  • wealth disputes;
  • elder law; and
  • obligations of fiduciaries.

With chapters summarizing the state of the law and related trends in 34 countries, including the United Kingdom, United States, Switzerland, France, and Israel, the guide can be a great resource to be used as a starting point when assisting clients who have assets (or are beneficiaries of assets) in other jurisdictions.

A complete electronic copy of the 2019 Chambers & Partners Global Private Wealth Guide is available here: https://practiceguides.chambers.com/practice-guides/private-wealth-2019.  The online version includes a “compare locations” feature, which allows readers to quickly review differences between two or more jurisdictions.

Thank you for reading.

Nick Esterbauer