July 2020 - All About Estates

A Heartwarming Thank You!

By Tracy Parkinson • July 31, 2020 • 1 Comment

I read a post on LinkedIn recently that touched my heart and is the inspiration of this blog. It was a letter from a recent widower to a hairdresser who had made the experience of his wife’s last haircut one of the best moments of her life. He explained how…

Can a Prudent Investor have a Green Thumb?

By Scotiatrust • July 30, 2020 • 0 Comments

This blog was written by Raluca Gondor You’re named executor of a green estate. You’ve arranged for a green burial in one of Ontario’s seven green cemeteries, have identified environmental charities in line with the testator’s wishes, and are now left to handle the estate’s investments. You’ve just arrived at…

Divisional Court Appeals: Not The Place For New Issues

By Jacob Kaufman • July 29, 2020 • 0 Comments

In Luck v. Hudson, 2020 ONSC 3811 (Div. Ct.), the Divisional Court confirmed that an appeal is not the time to raise new issues and seek directions regarding an estate. In this case, the deceased and his wife owned a house together jointly which then sold (it is not clear…

Extended tax payment deadlines and interest relief on tax debt

By Derek de Gannes • July 28, 2020 • 0 Comments

Further tax payment deadline extensions and interest relief on tax debt are on offer by the Canada Revenue Agency (CRA) during the COVID-19 pandemic. As announced on July 27, 2020, trusts now have until September 30, 2020, to pay income tax balances and instalments that would have otherwise been due…

Mementos and good memories

By Audrey Miller • July 27, 2020 • 2 Comments

We will all experience loss of a loved one and while my loss may be more recent than some, it can make these occurrences feel more vivid. Over the weekend I received the many boxes that I had packed up from my mother’s apartment. While I started to sort them…

To DIY Or Not To DIY

By Maureen Berry • July 24, 2020 • 0 Comments

Today’s blog is being brought to you by guest blogger, Jennifer Campbell, a law clerk in the Private Client Services group of Fasken LLP. I have been following the #MoneyMasterClass hosted by Gail Vaz-Oxlade, the former TV host of “Til Debt Do Us Part”, on Twitter since January 1, 2020. …

Foundation v. Charitable Organization

By Malcolm Burrows • July 23, 2020 • 0 Comments

The WE Charity scandal has been fascinating to charity watchers. On July 22, it was revealed that the Canadian Government contracted with the WE Charity Foundation for the Canada Student Service Grant (CSSG) program, not the WE Charity as previously reported. Parallel public foundations often co-exist with operating charities (charitable…

Deleon v DeRanney and the Definition of “child” Under the SLRA

By Noah Haynes • July 22, 2020 • 0 Comments

In Deleon v. DeRanney, the Ontario Superior Court of Justice awarded some dependant support to a non-biological child who was part of the deceased’s unconventional family. As blog readers may be aware, the Succession Law Reform Act (SLRA) does not require that a child be the biological offspring of the…

Someone else’s tax bill – Sometimes there is no getting away from it!

By Steven Frye • July 21, 2020 • 1 Comment

In Dreger et al v the Queen (2020 TCC25), the beneficiaries of an estate bequest appealed assessments for unpaid taxes by the deceased. In this case, the deceased was an annuitant of a life income fund (“LIF”) and prior to his death, he designated to each of his daughters as…

Living alone, being lonely and the perils of isolation.

By Audrey Miller • July 20, 2020 • 0 Comments

We already know that loneliness is a major debilitating cause of health decline in seniors. Over the years I have blogged about the challenge of seniors living on their own, without a support network. During this pandemic, the isolation and separateness of everyone was very difficult on all us. However…

Month: July 2020

A Heartwarming Thank You!

Can a Prudent Investor have a Green Thumb?

Divisional Court Appeals: Not The Place For New Issues

Extended tax payment deadlines and interest relief on tax debt

Mementos and good memories

To DIY Or Not To DIY

Foundation v. Charitable Organization

Deleon v DeRanney and the Definition of “child” Under the SLRA

Someone else’s tax bill – Sometimes there is no getting away from it!

Living alone, being lonely and the perils of isolation.

Sign Up For Daily Email

Font Resizer

Contributors

Recent Posts

Topics

Archives

Links