Estate Planning Handbook, 5th Edition
By: John Pearson Allen, Ph.D., Brian J. Quinlan, CA, CFP, TEP
ISBN/ISSN/Product Number: 978-0-7798-8952-5
Product Type: Book
Number of Pages: Approximately 250 pages
Number of Volumes: 1 volume bound
Binding: softcover
Publication Date: 2019-03-29
Publisher: Carswell
Price: $160.00

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Estate Planning Handbook, 5th Edition is a highly practical text providing an overview of estate planning

Estate Planning Handbook, 5th Edition is a highly practical text providing an overview of estate planning. This work focuses on the tools of estate planning and general planning considerations. It also provides annotated precedent materials essential to estate planners.

New in this edition

  • Ontario Law Reform Commission recommendations on Legal Capacity, Decision-making and Guardianship have been added to Chapter 2, The Continuing Power of Attorney for Property.
  • References to Medical Assistance In Dying (MAID) are now part of Chapter 3, Power of Attorney for Personal Care.
  • Samples of contract wording have been included in Chapter 5, Contracts.
  • Chapter 8, Estate Administration, incorporates discussion on Re Milne and Re Panda to the Two Wills section.
  • Chapter 11, Taxes and the Death of the Taxpayer, has updated the U.S. estate tax information.
  • The new rules for the taxation of trusts and estates have been incorporated into Chapter 14, The Taxation of Trusts and Trust Beneficiaries.
  • Chapter 18, The Vulnerable Client, has been added.
About the Author

John Pearson Allen, Ph.D., has a general practice, with a focus on business law and estate planning. After being admitted to the Bar in 1991, John clerked with the Ontario Superior Court, joining Allen & Allen in 1992.

John has a Bachelor of Arts, a Bachelor of Science, a Bachelor of Laws, and—while working full-time at Allen & Allen—obtained his Masters and PhD in securities law from Osgoode Hall Law School in Toronto. John has been counsel for and a director of a number of private and public companies, including a real estate investment company and an energy resource company both listed on the TSX Venture Exchange.

In addition to his practice of law, John is co-author of the annual Handling Provincial Offence Cases in Ontario with Justice Libman of the Ontario Court of Justice; he is co-editor of RegQuest, a monthly update on regulatory offences and compliance in Canada with Justice Libman and Professor Aron; and he has written articles for the Canadian Business Law Journal, the Advocates Journal and the Criminal Law Quarterly. John has been a Certified Financial Planner (CFP) and has taught contracts and evidence law at Humber College for the Bachelor of Arts program for paralegals and business law at Ryerson University in Toronto.

Brian J. Quinlan, CA, CFP, TEP’s practice concentrates on assisting individuals and owner-managed businesses in maximizing cash by minimizing tax.  His clients range from the struggling artist to the medium sized entrepreneurial business.  Brian sees his role as a “part-time” VP-Finance for his clients.

Brian serves as a contributing editor at Canadian MoneySaver Magazine.  His articles have been published in the Globe & Mail, Advisor’s Edge and The Financial Post Magazine.  He participates in a number of radio and TV call-in shows - including BNN’s Talking Tax.  He often speaks at tax and financial planning seminars.

Brian was one of the three authors of 78 Tax Tips for Canadians for Dummies.  He has instructed tax courses for Ryerson University and CPA Ontario.

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