Archive for the ‘Estate Planning’ Category

Capacity Trumps – Bentley v Maplewood Seniors Care Society – Part II

Friday, May 22nd, 2015

The BC court of appeal has released its appeal of this decision (we blogged on the lower court decision) in February 2014 regarding capacity and nourishment. To recap, Margaret Bentley now 83 and with advanced Alzheimer’s has to be feed by spoon and drink by glass placed upon her lips.  The ...

More on Key Wealth Management Trends for 2015

Thursday, May 21st, 2015

Last month, my associate Paul Fensom highlighted some interesting statistics on Will & Estate Planning from a report by CEB Wealth Management Leadership Council, titled: Windows on the Future 2015: Key Wealth Management Trends. Here’s some more information from the report I believe will be of interest to this audience. The report ...

Interest in capacity of older adults rapidly expanding beyond the Estates and Trusts world

Wednesday, May 20th, 2015

Audrey Miller’s recent blog (When there is no POA for Care, May 13, 2015) reached out to readers to determine if there are guidelines or consistent policies or practices across the banking/trust /financial industries when dealing with capacity issues. This question can be also be expanded to the real estate ...