All About Estates

Month: April 2020

Total 20 Posts

Master the ETDL Appointment

Estate Trustees During Litigation are appointed in a wide variety of situations where a neutral party is needed to administer and preserve the estate assets. The bar for their appointment is lower than to remove an estate trustee.

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A Very Different Spring…

It has been a very difficult  week with the death count rising and more senior’s residences becoming infected. Yet at the same time we celebrated the first nights of Passover and Good Friday and Easter Sunday.  More than ever, this has become a time of reflection and as I keep…

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The Risky Business of Updating your Will in the Time of COVID-19

This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management It’s the irony of today’s situation: more and more individuals are turning their minds to their estate plans in light of our current pandemic, but getting new Wills drafted and executed right now has…

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COVID-19: Virtual Witnessing of Wills and POAs Now Allowed

It is no surprise that many people are contemplating their own mortalities during the COVID-19 pandemic and wish to make a will. However, the existing laws are particularly unsuited to making wills in a time of social distancing; it will usually be impossible or unsafe to have two people witness…

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Disability Tax Credit Claim: Denied on Appeal

As many of you know the Disability Tax Credit (DTC) is a credit to income tax otherwise payable, available for those with a severe or prolonged impairment. It is meant to provide some relief from the additional costs and expenses incurred associated with the impairment. I have written in the…

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Caring for our Seniors- in very difficult and unusual times

Receiving Jacob’s blog yesterday (on Sunday) reaffirmed that these are not normal times. I thought maybe I had missed a whole day …   While we are all being asked (?) to stay at home, many of our colleagues are on the front lines working day and night to keep us…

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COVID-19: New Practice Directions

Due to the COVID-19 pandemic, the court has issued new practice directions to keep the profession and the public safe.

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Estates Law and Privacy Law: An Incomplete Intersection (Part III)

This is the third and final entry in a three-part blog series about the current state of estates law vis-à-vis privacy law. Part I focused on the relevant federal and provincial privacy legislation. Part II examined significant court decisions relating to this area. Part III will look at solutions for…

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Estate Planning in a Pandemic: No Easy Solutions

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management It is not surprising that in a pandemic many people are very concerned about their estate plan.  This blog will focus on making a valid Will. In Canada each province and territory has its own…

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Elder Financial Abuse During COVID-19

A few weeks ago, I came across a media article about elder financial abuse involving the use of a power of attorney. In my view, this issue has even greater relevance today in light of the current COVID-19 lockdown, and the resulting physical isolation of our vulnerable seniors. The Story…

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