All About Estates

Month: June 2023

Total 18 Posts

Monday, Monday……

While Toronto is voting for a new mayor today, I thought I would highlight some issues that are front and centre for me.  They don’t appear to be in anyone’s election campaign but regardless, they are very important to those of us are interested in supporting aging Canadians.  Solo seniors:…

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“Hypothetical and Premature”: Challenge of Will, POAs, and Trust While Grantor Alive and Capable

A few months ago the Ontario Court of Appeal released its decision in Palichuk v. Palichuk, 2023 ONCA 116 (CanLII) (“Palichuk”) which upheld the decision of the applications judge. The applications judge dismissed a guardianship application and awarded costs against the appellant. The appellant sought guardianship of her mom and…

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The Perpetual Debate over Endowments

  Charitable endowments are having a challenging moment.  Despite the historical success of this medieval European charitable fund structure, the accumulation of capital for public benefit has always faced controversy.  Endowments, which focus on long-term public benefit, have a built-in tension between capital and annual spending.  Does the capital exist…

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