All About Estates

What March 8th Means To Me

“I am woman, hear me roar In numbers too big to ignore And I know too much to go back an’ pretend ‘Cause I’ve heard it all before” – Helen Reddy 1971 As the ‘regular’ Monday blogger, I am very pleased to have an opportunity to connect with you today….

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Tips on Bringing a Passing of Accounts Application

In my first blog post (as a guest blogger), I wrote about what a law clerk is and what it is that we do.  In today’s blog I will expand on a task that an estate law clerk is frequently involved in – a court passing of accounts – and…

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Wills and Marriage: Should they go together like a horse and carriage?

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management Recently, the Ontario government announced changes to some important areas of estate law. One of these changes, which I would like to touch on, is a change to the rules which govern wills and marriages….

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An ETDL will continue to act until all appeals exhausted

I previously blogged about the case of Gefen v. Gaertner where the Court of Appeal quashed an appeal regarding an estate trustee during litigation (ETDL) and punted the matter to the Divisional Court. Now this estate has generated another appeal regarding the ETDL – this time properly brought before the…

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Taxable preferred shares and estates – say what?

The tax reform of 1987 introduced the term “taxable preferred shares”[1] to curtail the tax advantage for non-taxpaying corporations using preferred share financing over debt financing. The result of this reform subjected the non-taxpaying corporation to a (current) 25 per cent tax on dividends that were paid on taxable preferred…

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Personal Support Workers (PSW)- an undervalued, underappreciated and a very tough job to boot.

But for many seniors, their  PSW becomes their best and closest support person. One of the major contributing factors to the  poor conditions typically found within Long Term Care has been the shortage of Personal Support Workers.  Simply not enough qualified hands to do the needed and necessary work of…

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Medical Assistance in Dying (MAiD) – An Update

Today marks a court-imposed deadline regarding legislative amendments to our laws on medical assistance in dying (“MAiD”). This topic, although heavy, has been important to me, particularly over the past year. As recently as the US election, someone close to me was scheduled for MAiD. As her date was approaching,…

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Estate Planning – Effective Family Meetings

This Blog was written by Sara Hillier, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management “Oh hey! We’ve been meaning to ask you. Will you be our estate executor[1]?” a parent inquires of their eldest child over brunch. “Of course! No biggie.” comes the…

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When both parents have dementia….

In the majority of families where there are still two parents living in the same home, the ‘well’ spouse becomes the primary caregiver to their husband/wife who has dementia. Caregiving for someone with a cognitive disorder is a full time job; especially when community supports, such as day programs and…

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Dealing with U.S. Life Insurance Policies in Ontario Estate Plans

After 4 years as a law clerk in the Fasken’s Private Client Service Group and Trust, Wills, Estates and Charities Group, I am changing tracks and joining TD Wealth as an Executive Trust Officer. While at Fasken I had the pleasure of working on many interesting and challenging matters along…

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