October 29, 2021

Lori Isaj contributes to Taxes & Wealth Management October 2021 edition

Lori Isaj contributes to Taxes & Wealth Management October 2021 edition

Beard Winter LLP estate and trust planning lawyer Lori Isaj has co-authored an article in the October 2021 edition of Thomson Reuters’ Taxes & Wealth Management newsletter.

Lori provides an update on the effects of Calmusky v. Calmusky, 2020 ONSC 1506 and the uncertainty that remains with the conflicting court decisions. Says Lori: “Individuals making beneficiary designations on registered plans ought to consider the Calmusky case with their estate planners to ensure certainty in their plans.”

Taxes & Wealth Management examines a wide range of subjects that impact private companies and high net worth individuals such as tax, estate, and trust matters and other topics that relate to wealth management.

Lori is an associate in the firm’s Trusts and Estates group. Acting for a wide range of individuals and trust companies, her practice focuses on estate and trust planning and administration.

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