Today’s blog was written by Najib Painda, Wills & Estates Law Clerk at Fasken LLP As you may know, the purpose of a Codicil is to effect minor changes within an existing Estate plan without the need to create a whole new Will. In today’s age of technology, where…
This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management There is no doubt that a will is a deeply personal and intensely private document. Your estate plan may not be something you wish to share with the public at large. However, are there certain…
Motions and applications rely on affidavit evidence – written statements sworn under oath. This is in contrast to actions, where evidence is provided by live witnesses who are examined or cross-examined in court (this is what you see on TV dramas). Relying on affidavit evidence translates into less time spent…
On February 4, 2022, exactly 1,438 days after the original draft legislation was introduced in the 2018 Federal Budget, the Department of Finance (Finance) released revised draft legislation[1] for beneficial ownership reporting for trusts. This revised draft legislation contained two significant changes: Effective date was changed to taxation years that…
…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. Tomorrow is International Women’s Day- a day…
It has been two months since the new process and forms for obtaining a Certificate of Appointment (probate grant) came into effect at the beginning of the year under Ontario Regulation 709/21. As my colleague, Sandra Arsenault, wrote in her blog “The new amendments, which come into effect as of…
This blog was written by Pius Omene, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management The multiple wills strategy is a popular approach recommended by estate planning experts –especially in Ontario and British Columbia where it received judicial approval – and particularly for those who…
Many of us in the estates and trusts world have encountered a situation where a client or party has alleged that a signature or handwritten note is forged. The evidence of a forensic document examiner, or handwriting expert, is sometimes led to assist a party in establishing that the signature…