October 2018 - Page 2 of 3 - All About Estates

Thin Management Plan; no Guardianship

By Anna Alizadeh • October 17, 2018 • 0 Comments

There are many reasons why a person may wish to have someone else assist with the management of their finances or personal care decisions. One reason could be because he/she will be away from home for a period of time and needs someone to look after their financial affairs while…

Trust Return Due Date on Wind-up

By Derek de Gannes • October 16, 2018 • 0 Comments

The Canada Revenue Agency (CRA) recently provided its view on the due date of a trust information and income tax return (T3) in the year a trust is wound up. Where a trust is wound up by distributing all of its property to its beneficiaries, does the T3 have to be…

Attorney compensation and then some…..

By Audrey Miller • October 15, 2018 • 0 Comments

I had the pleasure last week of being a panelist as part of the Canadian Association of Gift Planner’s mentoring & education breakfast, on the topic of Ethics. When I had previously thought of ‘Gift Planning’ I was only considering the Will component, the gift left to a particular charity,…

The Advisor as Executor: Risks and Rewards Part 2

By Emily Hubling • October 12, 2018 • 0 Comments

Last week, I discussed some of the risks for a professional advisor that may arise in the administration of the estate that are associated with the assets of the estate. This week’s blog considers risks which arise from the beneficiaries (or would-be beneficiaries) of the estate, as well as steps…

Buffy the Vampire (Slayer Rule)

By Peter Meitanis • October 11, 2018 • 0 Comments

Halloween is right around the corner, so today’s blog post is taking an ominous turn. Informal Reader Poll: What’s scarier? a) A horror movie that’s been remade three times b) Having to remake a client’s will for the third time Now to the fun stuff….. There’s a general principle in…

Preservation Orders in Estate Litigation

By Joanna Lindenberg • October 10, 2018 • 0 Comments

Estate litigators are very familiar with unique and interesting fact patterns and it is helpful to be reminded that unusual circumstances may warrant the use of somewhat uncommon remedies. Rule 45 of the Rules of Civil Procedure is one such remedy, which provides for the interim preservation of property and…

Donation Shelters: A Tale of Financial Misadventure

By Steven Frye • October 9, 2018 • 0 Comments

Due to my conservative nature and my belief that something that looks too good to be true often is, I have been always nervous about people participating in what appear to be very aggressive charitable donation shelters and people who promote them, particularly shelters which appear to catch the attention…

The Advisor as Executor: Risks and Rewards

By Emily Hubling • October 5, 2018 • 0 Comments

Introduction [1] It is not uncommon for a client to ask a professional advisor to act as his or her executor. For the advisor, this request may be an honour, as it speaks to the level of trust the client has in the advisor’s professional knowledge and judgment. The appointment…

Esther the Pig and Animal Sanctuaries

By Malcolm Burrows • October 4, 2018 • 0 Comments

I am fortunate to work with many animal lovers on their philanthropic estate plans. They are interested in a wide range of animals and issues. A recent article in The Walrus magazine about the animal sanctuary, registered charity and social media phenomenon Happily Ever Esther Farm Sanctuary highlights a number of…

Summary Judgment and Limitation Periods in the Context of Estate Litigation

By Diane Vieira • October 3, 2018 • 0 Comments

Today’s blog was co-written by Ronald Neal. In Sinclair v Harris, Justice Nakatsuru granted summary judgment on the basis that the claims advanced on behalf of the estate were statute-barred. The deceased passed away in November 2015. The Plaintiffs are the estate trustees appointed in the deceased’s will (the “Estate Trustees”). Five years…

Month: October 2018

Thin Management Plan; no Guardianship

Trust Return Due Date on Wind-up

Attorney compensation and then some…..

The Advisor as Executor: Risks and Rewards Part 2

Buffy the Vampire (Slayer Rule)

Preservation Orders in Estate Litigation

Donation Shelters: A Tale of Financial Misadventure

The Advisor as Executor: Risks and Rewards

Summary Judgment and Limitation Periods in the Context of Estate Litigation

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