Client Resources, Articles, Forms and More on Business, Tax and Estate 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)

Response Forms

• Shareholders Agreement: Checklist for Discussion Purposes (200KB PDF)
• Estate Planning Questionnaire 2007 (180KB PDF)

We look forward to reviewing your completed questionnaires with you when we meet.

Online Articles

• 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

• 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)
• On March 5, 2004 Ted Pease was inducted into the Rotary Club of Brantford. (April 15, 2004)
• Ted Pease was a guest speaker at the March 30, 2004 Farm Succession seminar in Brantford, Ontario (March 1, 2004)
• McIntosh & Pease announce the successful move to their new head office in Brantford, Ontario (December 6, 2003)

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

McIntosh & Pease head offices.

McIntosh & Pease Barristers and Solicitors head offices are located in the Greystone Professional Centre at 442 Grey St., Suite D in Brantford, Ontario.