All About Estates

Month: December 2018

Total 18 Posts

Glad to be a day older…..

As we wind down 2018 and look forward to 2019, I always ask myself ‘where did the time go?’ I don’t really know because I am sure like many of you, I don’t feel much older than I did last year or the year before. I think we notice that…

Continue Reading

Year End Wishes for Changes to Care for Patients with Dementia

Health Quality Ontario, in collaboration with clinical experts, patients, residents, and caregivers across the province, is developing quality standards for care providers in Ontario. I participated in developing the quality standard: Behavioural Symptoms of Dementia: Care for Patients in Hospitals and Residents in Long-Term Care Homes. This quality standard focuses…

Continue Reading

New Year, New Estate Plan

It’s that time of year again – the holidays are coming to a close. As the festivities wind up, the new year brings a promise of renewal and a fresh start. Many people take the opportunity at this time of year to take stock of their lives, and their goals…

Continue Reading

Does Charity Data Matter?

What role do data and metrics play when we make charitable donations? Often very little. And that, in certain cases, is a good thing. This was brought home to me twice recently. First, at the 40th Annual Toronto Star Christmas Carol Concert in early December and then by an estate…

Continue Reading

T’was the Fight Before Christmas

Where has the time gone? Have you noticed that the older one gets the faster time is? I can’t believe we are almost at the end of 2018. Upon reflection, it has been a whirlwind year. My work takes me into the lives of many individuals who may be in…

Continue Reading

New Year, New You: A Retrospective of “Self-Improvement” Will Conditions

Today’s blog was co-written with Demetre Vasilounis, Student at Law at Fasken LLP. As a new year approaches, people often take a moment to reflect on their lives over the past year and determine ways in which they could have improved themselves. Some may try to realize such improvements through…

Continue Reading

‘Twas The Night Before Probate

‘Twas the night before probate, when all through the court, Not a lawyer was stirring, not even for a tort, The executors advertised for creditors with care, In the hopes that distant relatives would remain unaware, The beneficiaries were nestled, with comfort in their gifts, But the judge said the…

Continue Reading

Estate Planning for Pets

Today’s blog was written by K. Thomas Grozinger, LL.B, C.S., TEP[1] Principal Trust Specialist, Professional Practice Group RBC Estate & Trust Services Will the holiday season bring a new pet into the family scene? Pets are often considered part of the family, with one survey suggesting that almost 20% of…

Continue Reading

Capital Gains Exemption Purification before a Share Sale: Be Careful about Timing

Assume a family trust (“Trust”) which has a December year end owns 100% of an operating company (“opco”). A separate corporation (“holdco”), owned by the founders of opco, is a corporate beneficiary of the Trust. Opco is up for sale. Opco has excess funds which may affect the Trust’s and…

Continue Reading

Saying “See You Soon” rather than Goodbye.

Previously posted @allaboutestates. A timeless message: Holiday travel is around the corner. Traveling with older parents does require pre-planning and this blog highlights a recent trip accompanying my mother to see her older brother and sister in law who live over 4,000 km away. Like any trip, it required organization…

Continue Reading