Archive for the ‘Estate Planning’ Category

Valuations for estate planning arrangements and tax disputes.

Wednesday, October 29th, 2014

I was at a conference for professional valuators and appraisers from around North America. There was a session devoted to the do’s and don’ts when dealing with the tax authorities on disputes with valuations, presented by two gentlemen with considerable experience with tax disputes on both sides of the border. I ...


Tuesday, October 28th, 2014

The recent case of Morton v. Christian is a reminder to Quebec residents - if you execute a notarial Will, you need to appreciate the manner in which the notarial Will can be revoked. Notarial Wills stem from the Quebec Civil Code. They are executed before a notary, who then registers ...

Legal Capacity, Decision-making and Guardianship

Monday, October 27th, 2014

The Law Commission of Ontario (LCO) has undertaken a project to examine and review Ontario’s laws related to legal capacity, decision –making and guardianship. Earlier this month, I had the pleasure of attending one of their focus groups. Spokespersons from various groups were there representing those with autism, ...