Client Resources, Articles, Forms and More on Estate and Business Issues
Thank you for taking the time to review and/or complete the resources assembled here. NOTE: You must have the free Acrobat Reader plug-in to read most of these resources.
Disclaimer: The material provided and linked from this page is provided without warranty and is intended only to provide broadly applicable information. No material provided herein should be considered legal advice. We recommend that you seek expert legal advice relating to your own unique situation.
Resources:
- Our Brochure (649KB PDF)
- Henson Trusts vs. RDSPs (Registered Disability Savings Plans) Seminar Handout (148KB PDF)
Response Forms
- Shareholders Agreement: Checklist for Discussion Purposes (200KB PDF)
- Estate Planning Questionnaire PDF (Updated Jan, 2012 - 400KB PDF)
- Estate Planning Questionnaire Word DOC (complete in MS Word and print - 385KB DOC)
We look forward to reviewing your completed questionnaires with you when we meet.
Online Articles
- Spousal Trusts -- How to Protect Both Your Spouse and Your Children. (60KB PDF)
- Farm Succession Planning Seminar: Key Legal Considerations (132KB PDF)
- Death and Taxes: You Can't Escape But You Can Minimize Impact (1.1MB PDF)
Announcements
- February 14, 2011: Amanda Groves joined McIntosh & Pease as a Junior Lawyer
- January 31, 2011: Andrea Williams joined the firm as an Estates Clerk
- January 1, 2011: McIntosh & Pease moved to larger offices in the same building in Brantford.
- November 4, 2010: Ted Pease would like to announce that McIntosh & Pease is growing and on January 1, 2011 the firm will be moving into new larger offices at the same location (Greystone Professional Centre) in Brantford.
- September 9, 2010: Ted spoke to the Kiwanis Club of Brantford on Wills and Powers of Attorney
- September 8, 2010: Ted spoke to members of an investment club at the Taylor Place Seniors Centre in Toronto on testamentary trusts
- May 18, 2010: Ted spoke to the members of AVOCIS, the local financial advisor organization in Brantford, on spousal trusts and Mutual Wills, trusts for children and grandchildren and insurance trusts
- February 5, 2009: Ted spoke to members of Community Living Brant and their families on the difference between Henson Trusts and Registered Disability Savings Plans
- January 27, 2009: Ted presented an Estate and Succession Planning Seminar to clients of TD Waterhouse Private Client Services, North York and discussed Wills and Powers of Attorney, minimizing probate fees and taxes, trusts, multiple wills, and problems with jointly held assets
- January 26, 2009: Ted spoke to the members of the CMHA Alternatives Program in Brantford on the importance of Wills and Powers of Attorney
- November 13, 2008: Ted spoke to the residents of Hardy Terrace, a retirement home in Mount Pleasant, and their family members, regarding Wills, Powers of Attorney, Trusts for children and grandchildren and the importance of choosing the right Executor and Attorneys for Property and Personal Care
- May 26, 2008: Ted presented a seminar for clients and potential clients of Beckett Glaves Funeral Home in Brantford on Wills and Estate Planning
- April 2, 2008: Ted Pease presented an Estate Planning Seminar to sales associates of Sun Life Financial in Brantford and discussed Wills and Powers of Attorney, minimizing probate fees and taxes, trusts, multiple wills and problems with jointly held assets
- The Business Link Brantford has published an article by Ted Pease on minimizing the impact of taxes on your estate through the proper use of Trusts, Estates and Wills. (January 24, 2008)
- On November 26, 2006 The Law Society of Upper Canada appointed Ted Pease a Certified Specialist in Estates and Trusts Law. Ted is the 24th so appointed by the Law Society in Ontario and the first in Brant County. (November 24, 2006)
- Ted Pease was a guest speaker at the March 30, 2004 Farm Succession seminar in Brantford, Ontario (March 1, 2004)
Social Media
Links
- Chamber of Commerce of Brantford Brant
- CAFE (Canadian Association of Family Enterprise)
- Canadian Bar Association
- Farm Succession
- Ontario Statutes Online
- Law Society of Upper Canada
- Rotary International
For Specific Legal Advice
For specific legal advice, or if you would like to suggest an additional resource, please feel free to arrange a meeting, or contact us by phone or by .
- Brantford Office: 519-751-7526
- GTA Office: 416-410-6468
- Toll Free North America: 1-877-866-3654
