Conversations Matter- Advanced Care Planning- Alberta Style

Monday, May 5th, 2014

Last week I had the pleasure of attending the Conference Board of Canada’s Council on Healthy Aging conference called “Healthy Aging: The Importance of Financial Care for Canadians”. It was a wonderful event which brought together experts from across the country to talk about issues and trends. One of ...

The Survey Says and “Walmart Wills”

Thursday, May 1st, 2014

My colleague and fellow blogger, Paul Fensom, recently discussed a Scotiabank poll which found that about 50% of Canadians have a Will in place and only 33% have prepared a Power of Attorney (POA) for Property. Eight percent of those polled said they did not know what a Power of ...

Passing of Accounts – Best Practices

Monday, April 29th, 2013

On April 24, 2013, the Law Society of Upper Canada  held a seminar on Best Practices for Passing of Accounts Applications by Fiduciaries, chaired by Justice Whitaker.  I presented at this event on the topics of Proportionality, Summary Judgments  and Simplified Procedures.  The seminar presented a good opportunity for members ...