A Will has been probated by the Courts creating a discretionary, testamentary trust for a beneficiary.  If you are appointed as trustee of that trust, what are your duties and…

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Abstract This paper seeks to help bridge the theory-practice spectrum of family business conflict with a model for analyzing family firm conflict entitled the Family Business Conflict Code.  Following a…

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Introduction to the Family Office What is a family office? A family office is a means by which a family coordinates its financial affairs. The need or wish for a…

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Continuity Planning for Family-Owned Businesses This paper was written by Nicole L. Garton, LL.B., TEP, Principal, Heritage Law and President, Heritage Trust for a CBA BC Wills and Trusts Vancouver…

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