Posts
- Jointing family assets to avoid probate: Is it still that simple? September 17, 2024
- I Want To Disappear: The Power of Grief September 13, 2024
- If I were administering Taylor Swift’s Estate September 12, 2024
- Case Comment: Huang v. Nie, 2024 ONSC 2398 September 11, 2024
- Cross-Border Insurance Planning – Some Basics September 10, 2024
- Arthritis Awareness and Planning Considerations September 9, 2024
- Refresher On Dealing With Foreign Grants In Ontario September 6, 2024
- Fall back, Plan forward September 5, 2024
- Equalization and Vesting: An Uncommon Combination September 4, 2024
- Waters v Henry: Respecting a Testator’s Free Will to Make “Bad” Decisions September 3, 2024
- Equalizing an Estate Where One of More Children are U.S. Persons and Planning Strategies Where There Are U.S. Beneficiaries; Part III August 30, 2024
- Charities have Fiduciary Duties as Estate Beneficiaries August 29, 2024
- Testamentary Fraud August 28, 2024
- Estate Planning & The Changes to the Capital Gain Inclusion Rate August 27, 2024
- Elder Care Gaps In Divorce And Blended Families August 26, 2024
- From Estate to Heir: Who Foots the Bill for Shipping Expenses? August 23, 2024
- I am Ready and Willing – When do I Start? Activating a Power of Attorney for Property August 22, 2024
- Why Should it Come Out of My Share of the Estate? August 21, 2024
- Estate Planning and the Indian Act: Considerations for Spouses Without Indian Status August 20, 2024
- The Government of Ontario on Mental Capacity August 19, 2024
- Revisiting the “Granny Trust” August 16, 2024
- Estate Litigants Take Note: Interest on Litigation Loans Are Recoverable August 14, 2024
- Update on Dementia Epidemic: Incidence, Prevention, and Care August 12, 2024
- Disclaim or Renounce? What’s the difference? August 9, 2024
- A Revisit of Benjamin Orders August 8, 2024
- Ontario’s Rising Problem of Unclaimed Bodies August 7, 2024
- Dear Parents of Young Children, please don’t delay your will planning because you can’t choose a guardian for your minor children August 2, 2024
- ILIT – An Estate Planning Vehicle for the U.S. Person July 30, 2024
- Can You Trust This Purpose? (And Some Local Rugby History) July 26, 2024
- When Can Estate Trustees Sell Real Property? July 24, 2024
- How Can a Guardian or an Attorney for Property Enter Into a Domestic Contract on Behalf of a Mentally Incapable Person? July 23, 2024
- Retirement Home Options – Choose Carefully to Avoid Costly Errors July 22, 2024
- Cross-Border Estate Planning for Immigrant Families July 19, 2024
- The Foundation Perpetuity Myth July 18, 2024
- Who holds the burden of proof when undue influence is claimed? July 18, 2024
- Inheritance Tax – Why should you care? July 16, 2024
- Controversies in Substitute Decision-Making Concerning Shelter for Alternate Level of Care Patients July 15, 2024
- Real Estate in Estate Planning: Tax Consequences July 12, 2024
- Dependant and non-dependant beneficiaries July 11, 2024
- Removing and Replacing An Incapable Estate Trustee July 9, 2024
- Smart Ageing: Lessons from the Business World July 8, 2024
- Planning for Cottage Season July 5, 2024
- Resulting Trusts Strike Again! July 4, 2024
- The Buy-Sell Agreement At Death July 2, 2024
- YOU ARE HIRED…WAIT, DID I EVEN APPLY? June 28, 2024
- Make it a habit: Searching title for real property when doing estate planning June 25, 2024
- Insights into Resolving Care Disputes – POAs for Personal Care – Part 3 June 24, 2024
- The Next Succession? Lessons from a family estate gone wrong… June 21, 2024
- Corporately-Owned Insurance, Redemption Obligations and the U.S. Supreme Court June 18, 2024
- When Parent and Child have a Joint Bank Account: Who Receives Funds upon Parent’s Death? June 14, 2024
- Child Sponsorship Fundraising June 13, 2024
- Appealing a Consent Order June 11, 2024
- When exercising discretion, what factors should a Trustee of a discretionary trust take into account? June 11, 2024
- Insights into Resolving Care Disputes for High-Net-Worth Families – Part 2 June 10, 2024
- Gamers are Letting off Some “Steam” After Learning that Purchased Games are Not Transferrable on Death June 7, 2024
- There’s no better time than the present June 6, 2024
- The substantial compliance rules in action June 5, 2024
- Taxation at Death & Capital Losses June 4, 2024
- Still Feeling Shook Up – Presley Family Back in the News May 31, 2024
- Court of Appeal Upholds Purchase Money Resulting Trust Decision May 29, 2024
- APPOINTMENT OF GUARDIAN OUTSIDE OF THE PROVINCE – YAY OR NAY? May 28, 2024
- Insights into Resolving Care Disputes – Part 1 May 27, 2024
- Equalizing an Estate Where One of More Children are U.S. Persons and Planning Strategies Where There Are U.S. Beneficiaries; Part II May 24, 2024
- To My Attorney: “I Do Not Want to Move in with my Kids” May 23, 2024
- Indemnification of Estate Trustees and Blended Costs Awards: A Refresher May 22, 2024
- Beneficiary of a U.S. Estate – Now What? May 21, 2024
- There’s a New Form for That – Form 74G Renunciation and Consent May 17, 2024
- Fair and Transparent Granting May 16, 2024
- The Role of Dockets in the Fight For Costs May 15, 2024
- Breaking Up is Still Hard to Do? May 10, 2024
- Good Grief May 9, 2024
- Recent Cases Applying Section 21.1 of the SLRA May 8, 2024
- Estate & GST/HST Clearance Certificate May 7, 2024
- Caregiver Awareness Month – A Perfect Storm is Brewing May 6, 2024
- Transfers to a corporation can be costly. Beware of corporate attribution. May 3, 2024
- Who better to weigh in on the impact of the recent federal budget than a philosophy major? May 2, 2024
- When Will an Estate Trustee Be Personally Liable for Costs? May 1, 2024
- Incomplete and Unprocessed Beneficiary Designation Held Valid April 30, 2024
- Guardianship Applications: Evaluating Decision-Making Capacity of Minors Who Are Soon to Become Adults April 28, 2024
- Can solicitor-client privilege protect estate trustees from claims brought by beneficiaries? April 26, 2024
- But We Had a Deal – Overview of the Law on Motions to Enforce a Settlement April 23, 2024
- Trust Lending to a Beneficiary April 23, 2024
- April is Parkinson’s Awareness Month April 22, 2024
- COTTRELL A MUST-READ FOR VALUING THE INTEREST OF A BENEFICIARY IN A DISCRETIONARY TRUST April 19, 2024
- When Philanthropy Offends April 18, 2024
- When will the Court Pass Over an Estate Trustee? April 16, 2024
- THE “SLAYER RULE” – WHAT’S THE BURDEN? April 16, 2024
- ‘TILL DEATH DO US PART April 15, 2024
- New Arrival, New Will April 12, 2024
- Analysis of Undue Influence is Case Specific April 10, 2024
- Power of Attorney for Property & The Tax Association Rules April 9, 2024
- Hot Topics with Gentlemen in their 80s April 8, 2024
- Cultivating More Than Just a Green Thumb: The Hermès Gardener’s Extraordinary Fortune? April 5, 2024
- The Cost of a Will April 4, 2024
- Examination of non-parties April 3, 2024
- Is This a Bare Trust? April 2, 2024
- Emotional Support Dogs March 28, 2024
- Court Rectifies Ambiguous Will March 27, 2024
- Tainting The Spousal Trust? March 26, 2024
- Burials in Rural Ontario – Make Sure You Plan for Interment Rights March 25, 2024
- Should AI Draft Your Will? March 22, 2024
- CRA’s Online Tools for Charities March 21, 2024
- Record Keeping as an Attorney for Property March 21, 2024
- Ontario Residents with Quebec assets March 19, 2024
- Administering an Estate: A Marathon of Responsibilities March 15, 2024
- Activating Powers of Attorney for Property in Ontario. March 14, 2024
- Common Law Spouse Brings an Unjust Enrichment Claim March 13, 2024
- U.K. Inheritance Tax – It Could Apply March 12, 2024
- Plan Well to Relocate an Older Person Across the Country – Part 2 March 11, 2024
- Canadian State Funerals, a deep dive March 7, 2024
- Chat, j’ai pété (and left a stink) March 6, 2024
- PROCEED CAREFULLY – FRAUDULENT CONVEYANCES March 5, 2024
- Will Challenges and Limitation Periods: Court of Appeal Weighs In March 4, 2024
- DONOR ADVISED FUNDS AND PRIVATE FOUNDATIONS March 1, 2024
- Summary Judgment in Estate Litigation, and the Role of a Financial Advisor as a Witness February 29, 2024
- The End of Zoom Wills? February 28, 2024
- The Importance of the U.S. Federal Transfer Certificate February 27, 2024
- Plan Well Before Moving an Elderly Person Across the Country February 26, 2024
- Videos and Wills: Helpful or Harmful? February 23, 2024
- How to talk about death and dying: morbid curiosity welcome February 22, 2024
- Does an Adult Child have an Obligation to Support their Parent? February 21, 2024
- Pay Your Taxes, or Your Widow(er) Might Have To February 20, 2024
- BILL C-62 – Delays the inclusion of mental illness from MAID eligibility February 16, 2024
- Donating Internationally February 15, 2024
- Automatic Vesting (Lazy Executors Hate This One Simple Trick!) February 15, 2024
- Who is the Settlor? February 13, 2024
- Romance (Scams) Are In the Air February 12, 2024
- Firearms, Wills, Estates, and the impact of Bill C-21 February 9, 2024
- Got Tenants? Tenants in Estates February 8, 2024
- Section 3 Counsel’s Entitlement to Costs February 6, 2024
- Tax Considerations for Gifts of Art in Canada PART TWO February 5, 2024
- Equalizing an Estate Where One of More Children are U.S. Persons and Planning Strategies Where There Are U.S. Beneficiaries; Part I February 2, 2024
- The Apostille Convention – working with public documents abroad February 1, 2024
- Estate Planning and the Changes to the General Anti-Avoidance Rule (GAAR) January 30, 2024
- Contempt of Court January 30, 2024
- Life is Simple. People are Complicated, including by Culture. January 26, 2024
- When a Financial Plan meets an Estate Plan January 25, 2024
- Charity Governance and Estate Donations January 25, 2024
- Is a Foster Child Entitled to Take Under an Intestacy? January 24, 2024
- Tax Considerations for Gifts of Art in Canada January 23, 2024
- Beyond Alzheimer’s Awareness – What You Really Need to Know January 22, 2024
- Using a trust? Watch out for attribution! January 19, 2024
- U.S. Gift Tax – It May Apply To Canadians January 16, 2024
- Capacity Evaluation – the Role of Corroborative Information at CCB Hearings January 15, 2024
- New Year, New Will – and Other Important Moments to Revisit Planning January 12, 2024
- It’s About Time: When to Review Your Will and Estate Plan January 11, 2024
- Standing to Bring a Trust Claim – When You Need to Sit Down January 10, 2024
- Taxable Preferred Shares – Some Potential Relief for Specified Amounts January 9, 2024
- 2024 Learning Resolution: Longevity, Sibling Rivalry, and Wealth Management January 8, 2024
- All In The Family (Home) January 5, 2024
- I want to disinherit my family January 4, 2024
- Your Wish is my Command January 2, 2024
- Wish lists are for more than just the holiday season December 29, 2023
- Navigating Challenging Holiday Experiences and Estate Planning: A Balanced Approach December 22, 2023
- Nuns and Money with Purpose December 21, 2023
- Father Time: A Limitation Period Refresher December 19, 2023
- What Makes an Indigenous Trust Unique? December 19, 2023
- Wishing You Time and Health for the Holidays December 18, 2023
- Human Reproductive Material and Your Estate December 15, 2023
- A few considerations for estate planning for clients with Quebec-based assets living elsewhere in Canada. December 14, 2023
- Update to Virtual Verification of Client Identity Requirements December 13, 2023
- Non-Resident and Rental Income – Not so Fast. December 12, 2023
- Executors: Holiday Elf or Grinch? December 8, 2023
- Collections as Estate Assets December 7, 2023
- Striking a Balance With Temporary Guardianship Orders December 6, 2023
- Trustees Holding Title to Real Property: It Used to be Simpler December 5, 2023
- Mental Health is Health: 988 Suicide Crisis Hotline Goes Live December 4, 2023
- Avoid Becoming Part of a Statistic December 1, 2023
- The Gift of Peace of Mind: Estate Planning during the Holiday Season November 30, 2023
- Proportionality and costs awards November 29, 2023
- Non-Resident Beneficiary and Part XIII Withholding Tax – Trustee Beware November 28, 2023
- How Separate is “Separate as to Property”? November 24, 2023
- Modernizing Ontario Wills: a case update November 23, 2023
- Can a Disbarred Lawyer be an Executor? November 22, 2023
- Section 116 and Capital Distributions by Trust to Non-Resident November 21, 2023
- Aging in Place 3: Innovative Approaches to Complex Cases November 20, 2023
- Trustees – it’s time to start gathering information November 17, 2023
- Scholarships and Other Educational Awards November 16, 2023
- Non-Resident Beneficiary and Part XII.2 Tax November 14, 2023
- The time has come to say thank you and l’hitratot November 13, 2023
- Will We Need to Start Remembering the “Right to be Forgotten”? November 10, 2023
- Does your Will reflect your wealth transfer wishes? November 9, 2023
- Factors to Consider when Rebutting the Presumption that a Lost Will was Destroyed by the Testator November 7, 2023
- Aging in Place 2: Access to Online Health Information November 6, 2023
- Taking Back Control of Real Property November 3, 2023
- Identifying Dependants November 2, 2023
- Right of Survivorship or Severance of a Joint Tenancy… Which One Prevails? November 1, 2023
- Important Conversations October 30, 2023
- What Happens if Something Happens to your Executor? – Part Two October 27, 2023
- Dia De Los Muertos: grief and joy October 25, 2023
- Production motions: the bar is higher than you think October 25, 2023
- Capacity Evaluation: the Role of Corroborative Information October 24, 2023
- Aging in Place: Who Coordinates the Coordinators in Complex Care Situations? October 23, 2023
- Exercise Caution: Different Countries – Different Tax Regimes at Death October 20, 2023
- Testamentary Charitable Trusts October 19, 2023
- The Cost of Costs October 18, 2023
- Thinking about family October 16, 2023
- No good deed goes unpunished by the CRA October 13, 2023
- Family Foundations & the Promise of Harmony October 12, 2023
- Brampton’s Civil Court Procedure – An Update October 11, 2023
- Dearly Departed…or not? October 6, 2023
- Give Thanks and Press the Pause Button … October 2, 2023
- Joint tenancy: a cost-effective or costly measure to save on probate fees? September 29, 2023
- Chain of Executorship September 28, 2023
- Estate Trustees Ordered to Not Use Estate Assets to Fund Litigation September 27, 2023
- And who shall I say is calling? September 25, 2023
- The Price is…Dependant Relief? September 22, 2023
- AMT and Donations September 21, 2023
- Can a Revoked Will Be Revived by a Holograph? September 20, 2023
- Navigating Elder Management Part 2: Dispute Prevention September 18, 2023
- Charitable Bequests in Wills September 15, 2023
- Bringing a Tort Claim as an Estate Representative September 14, 2023
- THE IMPORTANCE OF GOOD ADVICE IN ESTATE PLANNING September 14, 2023
- September is a time of new beginnings and being grateful September 10, 2023
- The Genetic Gift: Navigating the Legal Labyrinth of Genetic Material Donation in Canada September 8, 2023
- When the End is not the end September 6, 2023
- A Goodbye without Good Planning September 1, 2023
- The Famous Tractor Case August 31, 2023
- Disclosure of Medical Records: Privacy Matters August 30, 2023
- Navigating Elder Management: Common Sibling and Stepsibling Disputes August 28, 2023
- Failure to plan can leave minor children in “Another World”: Considerations for the Anne Heche estate August 25, 2023
- Questioning the Actions of Trustees August 24, 2023
- Costs in Capacity Litigation August 23, 2023
- Embracing Intimacy Across the Ages August 21, 2023
- PRACTICAL SUGGESTIONS FOR LAWYERS ACTING AS EXECUTORS August 18, 2023
- Gifts of Real Estate, with restrictions August 17, 2023
- Declaratory Relief – Not Always Available August 16, 2023
- Effective Communication Is the Bedrock For Optimal Eldercare August 14, 2023
- Further Assessing Drake’s Estate Planning Needs August 11, 2023
- Teamwork: An Essential Piece in Estate and Incapacity Planning August 10, 2023
- The Will Speaks from Death August 9, 2023
- Revisiting the “Rule of Convenience” August 4, 2023
- ‘Til death do us part … the bank accounts: A warning for common-law couples August 3, 2023
- Reviving a revoked will August 2, 2023
- Suggested Instructions for Attorneys for Personal Care: Limitations of Authority August 1, 2023
- Staying Cool is Hard to Do….. July 31, 2023
- Estate Planning for The Likes of Taylor Swift: Considerations for Music Artists July 28, 2023
- The Deceased’s Knowledge of Parentage is a Factor in Dependant’s Relief Claims July 26, 2023
- Mobility is a Key Lifestyle Planning Factor July 24, 2023
- Breaking Up is Hard to Do – Ceasing to be a Canadian Tax Resident may be Easier Said than Done July 21, 2023
- Gifts from RRIFs July 20, 2023
- You’ve been served! July 19, 2023
- Good Monday Morning To You July 17, 2023
- Tax Implications and Considerations involving the Death of a Shareholder of a Private Corporation July 14, 2023
- When Families Collide with Constructive Trusts July 12, 2023
- Seeking disclosure of a lawyer’s file to prove substantial compliance July 11, 2023
- When Estates Law Meets Criminal Law: A Recent Case of a Fraudulent Will July 7, 2023
- Bill C-22, the Canada Disability Benefit Act: an update July 6, 2023
- The SDA and Parens Patriae Jurisdiction July 5, 2023
- Ontario Courts determine what constitutes a valid will June 30, 2023
- The Defence calls Ed Sheeran June 29, 2023
- Gone. Now what? June 28, 2023
- Monday, Monday…… June 26, 2023
- Gifting 101 – Ademption and Abatement June 23, 2023
- “Hypothetical and Premature”: Challenge of Will, POAs, and Trust While Grantor Alive and Capable June 21, 2023
- Leveraging the Longevity Dividend – in an Ageing Canada June 19, 2023
- Personal Effects – to Bequest or not to Bequest June 16, 2023
- The Perpetual Debate over Endowments June 15, 2023
- Court Awards Punitive Damages Against a Former Estate Trustee June 14, 2023
- Intergenerational business transfers – estate planners beware June 13, 2023
- June is Seniors’ Month June 12, 2023
- How Much Should You Leave To Your Children And When? June 9, 2023
- Estate Planning and the Indian Act June 8, 2023
- The Cy-Près Doctrine: When Good Intentions Count For Something June 7, 2023
- The Loneliness & Social Isolation Crisis – Critical Planning Considerations June 4, 2023
- Lack of Financial Disclosure Comes at a Significant Financial Cost June 2, 2023
- POWERS OF ATTORNEY FOR CARE – THE SOFTER SIDE OF ESTATE PLANNING June 1, 2023
- The Continuing Importance of the Presumption of Due Execution May 31, 2023
- The Life and Legacy of Gina Lollobrigida – An Estates Perspective May 26, 2023
- Facts, Mistakes, and Probate May 24, 2023
- HOW TO TRANSFER SHAREHOLDINGS HELD IN PAPER FORM OR THE DIRECT REGISTRATION SYSTEM WHEN ADMINISTERING AN ESTATE May 19, 2023
- Charitable purposes and estate donations May 18, 2023
- Gefen Estate v. Gefen May 17, 2023
- Intergenerational business transfers May 16, 2023
- Loneliness And Social Isolation Declared a Public Health Crisis May 15, 2023
- Analog Art, Analog Assets May 12, 2023
- In the matter of the Estate of John Ihnatowych, deceased May 11, 2023
- What Happens When One Joint Owner is in Debt? May 10, 2023
- The Bio-Psycho-Social Approach to Capacity Evaluation May 9, 2023
- May is National Caregiver Awareness Month May 8, 2023
- Atypical Asset Administration (Part 2) May 4, 2023
- May the 4th be with you and your estate May 4, 2023
- Proper Support Within The Wide Range Of Options May 3, 2023
- Jam Needs a Plan: Estate Planning for Pets April 30, 2023
- Cremation and the Burial or Scattering of Ashes – Things to Consider April 28, 2023
- Executors: Beware of the Risks April 27, 2023
- What Happens to the Residue of an Estate when a Life Tenant Survives all other Beneficiaries? April 26, 2023
- Home is Where You Hang Your Hat- or is it? April 24, 2023
- Don’t Forget the T1141s and T1142s! April 21, 2023
- Artist Inventory and Estate Donations April 20, 2023
- Pass Your Accounts, Or Risk Jail Time April 19, 2023
- Genuine intergenerational transfers April 18, 2023
- An Elder Care Planning Framework for Decision Making, Part 2 April 17, 2023
- Tax Implications for Exempt Life Insurance Policies April 14, 2023
- Autonomy, Choice and Control April 13, 2023
- What is the Consent and Capacity Board? April 11, 2023
- ChatGPT, make me a trust April 6, 2023
- A Refresher: Knowledge and Approval and its Connection to Suspicious Circumstances April 5, 2023
- Proposing an Elder Care Planning Framework for Decision Making April 3, 2023
- Wedding Season is Here: The Impact of Marriage on Estate Planning March 31, 2023
- ChatGPT, draft my will March 30, 2023
- General Revocation Clause in Will was Insufficient to Revoke Beneficiary Designations March 29, 2023
- Story of My Family March 27, 2023
- Does a Grantor have the Capacity to plan their Incapacity? March 24, 2023
- ChatGPT, do my work for me March 23, 2023
- Representation of Incapable Individuals March 22, 2023
- Private foundations & private company shares March 21, 2023
- Housing Options for Seniors in Canada March 19, 2023
- Considerations when Administering a Canadian Estate with US Situs Assets March 17, 2023
- Complaining about a charity March 16, 2023
- Don’t be Vexed Over Security for Costs of an Appeal March 15, 2023
- Is there a doctor in the house? March 13, 2023
- Intestacy 101 March 10, 2023
- The Goose that Laid the Golden Egg March 9, 2023
- Can Information from the Internet Be Used As Evidence in Court? March 8, 2023
- Implementing Powers of Attorney for Personal Care: Game Changers for Managing Care March 6, 2023
- Atypical Asset Administration (Part 1) March 3, 2023
- Professional Advice is Key: Part 2 Pipeline Planning March 2, 2023
- Adding New Parties to An Existing Litigation? March 1, 2023
- Frontotemporal Dementia February 27, 2023
- It’s That “Tax Talk” Time of Year….Again February 24, 2023
- Professional Advice is Key When Administering Estates with a Corporate Component Part 1: Loss Carryback Strategy February 23, 2023
- Flipped property – estates beware February 21, 2023
- Revisiting the importance of language when using multiple wills February 17, 2023
- The Overlooked Donor February 16, 2023
- The Vexatious Litigant February 15, 2023
- Game Changers in Managing Care: Powers of Attorney for Personal Care (POAPC) & Substitute Decision Making February 13, 2023
- ALL SHOOK UP – LISA MARIE PRESLEY’S AMENDMENT VS. VALIDLY EXECUTED TESTAMENTARY DOCUMENTS IN ONTARIO February 10, 2023
- Who is the Spouse? February 9, 2023
- When Will a Court Reconsider Its Decision? February 8, 2023
- Gotta Catch ‘Em All: Pokémon Cards and Personalty Clauses February 3, 2023
- Royalty and World-Wide Assets February 2, 2023
- This Blog Was Written by a Bot February 1, 2023
- The Caregiver Crisis in Canada and How to Navigate It January 31, 2023
- January 25 was Bell Let’s Talk Day: Raising $$ and awareness for improving our mental health January 30, 2023
- What Happens if Something Happens to your Executor? January 27, 2023
- ESTATE PLANNING AND THE GREAT WIDE WORLD January 26, 2023
- Keeping the Court Happy 🙂 January 25, 2023
- Trust and estates beware of the new Underused Housing Tax January 24, 2023
- Looking forward to living a long life……. January 23, 2023
- Will The Vacant Home Tax Impact Use of the Principal Residence Exemption; Estate Planning Considerations January 20, 2023
- Chinese New Year – A time to celebrate, plan and eat! January 19, 2023
- The Judicial Preference for Non-Intervention in Guardianship Disputes January 18, 2023
- More Commentary on the Evaluation of Capacity to Consent for MAiD January 17, 2023
- Ushering in the Year of the Rabbit: Symbol of Longevity January 16, 2023
- Certain Recurring Tax and Estate Planning Questions from New Canadians January 13, 2023
- Estate donations that don’t get made January 12, 2023
- Costs where Will Challenge was Not Frivolous January 11, 2023
- Valuation of Interests in Discretionary trusts and Family Law January 10, 2023
- January is Alzheimers Awareness Month January 9, 2023
- What Happens when a Taxpayer Dies with a Registered Retirement Savings Plan? January 6, 2023
- Resolutions, Time Capsules and that Country Twang January 5, 2023
- As You’re ‘Checking Your List’, Don’t Forget Your Year End Tax Planning December 23, 2022
- Suspicious Circumstances – For Wills Only December 21, 2022
- Reversionary trusts – an interesting technicality December 20, 2022
- Happy Holidays- However You Celebrate (or don’t)….. December 19, 2022
- It’s the Most …… Time of the Year! December 16, 2022
- An Estate Donation of a Company December 15, 2022
- By Branch But Within Its Own Class: Interpreting Per Stirpes in a Will December 14, 2022
- What is your holiday tradition? December 12, 2022
- Digital Assets: How Advisors are Changing the World December 9, 2022
- Greeting a new day December 5, 2022
- The Secret Language of Estates, and Inflation December 2, 2022
- Dead people who made WAY more money than you December 1, 2022
- Mental Illness and Medical Assistance in Dying: Changes to the Law Coming Soon November 30, 2022
- Giving Tuesday November 28, 2022
- Considerations When Trustees are Involved in Transactions November 25, 2022
- Investing Prudently in Trusts for Dependents with Disabilities November 24, 2022
- Beneficial ownership reporting for trusts – the uncertainty is almost here! November 22, 2022
- Please Pass the Gravy November 21, 2022
- ELDER ABUSE: A GROWING PROBLEM IN AN AGING POPULATION November 18, 2022
- Direct Designation Estate Donations November 17, 2022
- The Incapable Foreign Beneficiary November 16, 2022
- November is (Please) Make A Will Month November 14, 2022
- New Trust Reporting Requirements Postponed Yet Again! November 11, 2022
- Can a trustee demand financial information from a beneficiary? November 10, 2022
- All About The Disappointed Beneficiary Claim November 9, 2022
- Thoughtful Planning is Never a Waste of Time November 7, 2022
- Can a Power of Attorney for Property Change a Beneficiary Designation? November 4, 2022
- Royalties She Wrote: Angela Lansbury, Jessica Fletcher and literary executors November 3, 2022
- Passing Estate Accounts – It Will Cost You (One Way or Another) November 2, 2022
- Time to take our heads out of the sand and embrace the challenges and gifts of dementia care October 31, 2022
- Update on Suggested Amendment for Capacity to Consent to MAiD October 27, 2022
- Can You Sever Joint Tenancy After Death? October 26, 2022
- Principal residence – deceased vs. estate (Part 2): Time is of the essence October 25, 2022
- From Pepper to Grace: our robots are looking more like us…. October 24, 2022
- Estates in the Media – Fact or Fiction? October 21, 2022
- Charities Lawyers Don’t Recommend October 20, 2022
- You Wear the Executor Hat First October 19, 2022
- More than the estate you leave behind October 14, 2022
- Now Updating…Do Not Give Up Before All Revisions Are Complete October 14, 2022
- Intestacy and Removing an Estate Trustee October 12, 2022
- LEAVING A LEGACY FOR YOUR CHILDREN: SHIFTING PRIORITIES OVER TIME October 6, 2022
- Selling Shakespeare’s Portrait October 5, 2022
- And who shall I say is calling? October 3, 2022
- Easing the Burden of Losing a Parent September 30, 2022
- “Death and Taxes” September 29, 2022
- Don’t Trust a Stranger September 28, 2022
- Principal residence – deceased vs. estate September 27, 2022
- Another year and another fresh start: 5783 September 26, 2022
- The Procrastinating Client and the Impact on Estates September 23, 2022
- Illiquid Assets and Estate Donations September 22, 2022
- You’re not my mother! September 20, 2022
- Goodbye Queen Elizabeth II September 19, 2022
- Digital Assets: Spotlighting Client User Considerations (Part II) September 16, 2022
- Estates, Mutual Funds Dealers and Conflicts of Interest September 14, 2022
- September is World Alzheimers Awareness Month September 12, 2022
- Farewell Your Majesty September 9, 2022
- RESPs, Trusts, and You September 7, 2022
- Multigenerational Succession Planning; The Hilton Family As An Example September 2, 2022
- NEWMAN’S OWN FOUNDATION – NOT NEWMAN’S OWN INTENTIONS? September 1, 2022
- Estate Trustee Compensation – Discretionary Factors August 31, 2022
- Beneficial ownership reporting – beware of penalties August 30, 2022
- Anything New with Passing of Accounts? August 26, 2022
- Campaign Donors Permitted to Advance Trust Claim August 24, 2022
- Alternate Levels of Care should not be your local hospital August 22, 2022
- The Importance of Religious and Cultural Values in Estate Planning August 19, 2022
- Estate Donations: Six Years Later August 18, 2022
- A new place to call home…… August 15, 2022
- What If… Black Panther Made a Will? – Lessons in Ensuring Your Common-Law Spouse Inherits if You Die Without a Will August 12, 2022
- How to Get an Estate’s Bank Records (and why you need them) August 11, 2022
- Who is a “Spouse”? August 10, 2022
- YES YOU REALLY DO NEED A POWER OF ATTORNEY…… August 8, 2022
- Do I really need a Power of Attorney? August 5, 2022
- DEATH OF A DESIGNATED BENEFICIARY August 4, 2022
- Disability Tax Credit – 2021 Federal budget proposals – now law August 2, 2022
- Eighteen (18) – Capacity to Make a Will, but will you? July 29, 2022
- Attorneys Gone Bad: Fraud and the Power of Attorney for Property July 28, 2022
- Update on MAiD: Mental Disorder as a Sole Underlying Medical Condition July 26, 2022
- Nova Scotia, Home to Many Older Canadians….. July 25, 2022
- Charitable Prizes July 21, 2022
- Too Ill to Make a Will: three practical tips for surviving deathbed retainers July 20, 2022
- Recharging my batteries July 18, 2022
- Something to Do Before You Say “I Do” in 2022 July 15, 2022
- Where There’s a Will, There’s a Digital Way: Part #2 July 14, 2022
- The Law of Assent July 13, 2022
- Higher Costs for Aging Well= Nothing New July 11, 2022
- Returning to Work – How Hard Could This Be? July 8, 2022
- Planning for Pets July 7, 2022
- Life Interest or Licence to Use? July 6, 2022
- Move Over-the power of love and keeping memories alive. July 4, 2022
- The Other COVID “Longhaul”? Estate Planning Sequelae of Irregular Document Execution June 30, 2022
- Ordering a Capacity Assessment When it is Resisted June 29, 2022
- The evolution of trust drafting June 28, 2022
- Summer time and the living is easy- but only if you plan ahead. June 27, 2022
- Digital Assets: Spotlighting Client User Considerations (Part I) June 24, 2022
- Where There’s a Will, There’s a Digital Way: Part #1 June 23, 2022
- Yesterday I watched the US Open and thought about my dad. June 20, 2022
- Leaving testamentary gifts vs giving while living – By: Yvonne Mazurak June 17, 2022
- The Value of Canadian Tire “Money” in Estates June 15, 2022
- ‘Wishful Thinking Isn’t Thinking’ June 13, 2022
- What Happens When a Shareholder Party to a Transaction Becomes Incapable; Powers of Attorney for Property and Due Diligence Tips June 10, 2022
- LGBTQ2S+ Considerations in Estate Planning June 9, 2022
- How much security is enough? June 8, 2022
- The Something Wonderful Theory June 6, 2022
- Estate Sleuthing June 3, 2022
- Planning the transfer of the a family vacation property June 2, 2022
- Human Rights Tribunals Continue To Disproportionately Require Probate June 1, 2022
- What if… the Kardashian Deathbed Marriage Took Place under Ontario Law? May 25, 2022
- What Happens When a Shareholder (Voting) or a Director Becomes Incapable; Powers of Attorney for Property and Shareholder Agreement Drafting Tips May 20, 2022
- Seven Faces of Philanthropy May 19, 2022
- Testamentary Capacity and Expert Reports May 18, 2022
- When (Y)Our Help is Refused May 16, 2022
- Life changes…so why shouldn’t your Will? May 13, 2022
- The soft issues matter – Choosing an Executor May 12, 2022
- Compensation as Attorney for Personal Care: Guided by Reasonableness and Proportionality May 11, 2022
- The Monday after Mother’s Day May 9, 2022
- A CAREER IN WILLS AND ESTATES – COULD IT BE FOR YOU? May 6, 2022
- Estate Planning for Agricultural Producers May 5, 2022
- Undue Influence Voids a Capable Testator’s Will May 4, 2022
- A family trust and its beneficiaries – think twice before including your niece or nephew May 3, 2022
- April Showers Bring More May Showers….. May 2, 2022
- Probate Forms are Changing…Again April 29, 2022
- Capacity to Consent to MAiD: A Suggestion For Amendment April 28, 2022
- Children are not Chattels: Who Cares for a Child when a Primary Caregiver Dies? April 27, 2022
- Family gatherings and the 6th wave. April 25, 2022
- Could Employee Ownership Trusts Soon Offer a Real Solution in the Succession Planning Dialogue April 22, 2022
- Transparency v Anonymity April 21, 2022
- Evidence of Contempt – More than Hearsay April 20, 2022
- Developing An Ontario Specific Dementia Strategy April 18, 2022
- Til’ Death Do Us Part? The Impact of Marriage on Estate Planning April 14, 2022
- When Does a Class of Beneficiaries Close? April 13, 2022
- Are Domestic Contracts Becoming More Popular? April 8, 2022
- Inbox (1): My Last Will and Testament April 7, 2022
- How A Rumoured Las Vegas Wedding To A Russian Child Star Shook Up An Intestacy April 6, 2022
- Crypto assets – Canadian or foreign – it matters! April 5, 2022
- April 5th is National Caregiver Day April 4, 2022
- Walters v. Walters: Limits to “Absolute Discretion” and Judicial Intervention by: Yvonne Mazurak April 1, 2022
- Taxation on Cryptocurrency March 31, 2022
- Supporting Caregivers- Every Day March 28, 2022
- Has a Contingent Beneficiary Asked for an Accounting? March 25, 2022
- ESTATE PLANS INVOLVING DISABLED ADULT CHILDREN March 24, 2022
- Taking the Extra Steps March 23, 2022
- Aging At Home and In Your Own Community: NORCS March 21, 2022
- Mental Health and Estate Planning; How to Navigate a Changing Conversation March 18, 2022
- Canadian Donation Incentives March 17, 2022
- Best Gets The Rest: Doctrine of Ademption Alive and Well March 16, 2022
- ‘Buy the Shoes- take 2 March 14, 2022
- Codicils within Multiple Wills and the Complexity Between Them March 11, 2022
- MY WILL – WHOSE BUSINESS IS IT ANYWAY? March 10, 2022
- Affidavit Evidence – A Refresher March 9, 2022
- Bare trusts – we have to do what now? March 8, 2022
- “I am woman, hear me roar… March 7, 2022
- How’s it going … with the new probate forms? March 4, 2022
- Multiple wills – potential benefits for clients with assets in multiple jurisdictions March 3, 2022
- Is It A Forgery? March 2, 2022
- (Financial) Cost of Providing (Unpaid) Care February 28, 2022
- Happy Executor, Happy Administration February 25, 2022
- The Virtual Mediator: Fact or Fantasy? February 24, 2022
- Alcohol and Drug Use Alone Do Not Negate Testamentary Capacity February 23, 2022
- Goodbye My Furry Friend February 18, 2022
- Better Life Insurance Donations February 17, 2022
- Love After Loss- is it possible? February 14, 2022
- “To give or not to Give?” is only the first part of the question – as important is “How”? February 11, 2022
- I HAVE THE POWER (OF ATTORNEY FOR PROPERTY) February 10, 2022
- Zoom Is Here To Stay: Virtual Discoveries As The New Normal February 9, 2022
- Preferred shares – Liability or equity? February 8, 2022
- CareBots are (hopefully) coming soon…. February 7, 2022
- Holograph Wills, Incorporation by Reference and a Warning February 4, 2022
- Should we put our kids on title? Simplifying a common question February 3, 2022
- Proving Charitable Purposes February 2, 2022
- Latest Draft National Standards for LTC January 31, 2022
- Shingeki no Kyojin: An Anime Unexpectedly About Family, Legacy and Succession January 28, 2022
- Attorney Compensation – Can you count on it? January 27, 2022
- Capacity to Retain and Instruct Counsel January 26, 2022
- Valuation for Estate Planning – Some Hard Lessons January 25, 2022
- Role of the Health Practitioner at Board Hearings: Recommendation for Reform January 24, 2022
- “And Just Like That”: Mr. Big’s big mistake and other take aways January 21, 2022
- The Decline of Churches January 20, 2022
- The Importance of Independent Witnesses in a Will Challenge January 19, 2022
- We are all feeling something…. different January 17, 2022
- COVID Wedding Wars: Planning a Wedding During Yet Another Lockdown… or You Could Forget About It And Consider U.S. Estate Tax On U.S. Securities Held With Canadian Investment Dealers January 14, 2022
- Powers of Attorney: Whose Decision Is It Anyway? January 13, 2022
- Disclosure of a Party’s Medical Records January 12, 2022
- Designating a successor for the TFSA January 11, 2022
- Please note ‘January is Alzheimer’s Awareness Month’ January 10, 2022
- Thank You for Being a Friend – The Legacy of Betty White January 7, 2022
- The Golden Girl’s Estate January 6, 2022
- Passing of Accounts when the Grantor is Presumed Capable January 5, 2022
- OAS Planning January 4, 2022
- Reflections …. And Resolutions December 31, 2021
- Don’t Assume You Can Access Your Money December 22, 2021
- My Annual Holiday Estates Jingle December 20, 2021
- Please, Please, Please – Administer your Estate December 17, 2021
- Wine and Estates Revisited December 16, 2021
- Beneficial ownership reporting – don’t rush to wind-up the trust December 14, 2021
- “I don’t want to be a burden to my children” December 13, 2021
- Making a List, Checking it Twice: Getting Ready to Talk About Your Estate Plan this Holiday Season December 10, 2021
- Is this a good time? December 9, 2021
- Donor-Advised Funds: Benefits and Drawbacks of the Increasingly Popular Means of Philanthropic Giving December 8, 2021
- International Day of Persons with Disabilities December 6, 2021
- Another reminder about beneficiary designations – Simard v Hall December 3, 2021
- Saying goodbye December 2, 2021
- Lost in Translation: Clients Who Do Not Speak English December 1, 2021
- SALE OF PERSONAL RESIDENCE AFTER DEATH November 30, 2021
- Happy Monday November 29, 2021
- Software Applications as Aids to the Estates Advisor November 26, 2021
- Things Left Behind November 25, 2021
- Please Pass the Turkey November 22, 2021
- Think about your Estate Plan before you travel… November 19, 2021
- Name That Charity! November 18, 2021
- The executor’s year – taxation “not made” simple November 16, 2021
- A universal language November 15, 2021
- Stripping Assets Out of Corporations; Will Drafting Considerations November 12, 2021
- The Sale Must Close November 10, 2021
- November is Falls Prevention Month November 8, 2021
- TIPS ON BRINGING A PASSING OF ACCOUNTS APPLICATION – PART 5 (FINAL THOUGHTS) November 5, 2021
- Just a “Simple will” Please November 4, 2021
- Potential Cost of Witnessing a Will November 3, 2021
- Digital Assets and RRSP’s, TFSA’s, RESP’s, etc November 2, 2021
- Improvements for LTC, is it the dawn of a new era? November 1, 2021
- Dementia, Health Law and Discharge Planning Challenges October 29, 2021
- Estate Donations of Private Company Shares October 28, 2021
- Increase In House Value Means $1.4 million Gift to SPCA October 27, 2021
- Feuding Families October 25, 2021
- Surprise…More Big Changes Coming to Estate Administration October 22, 2021
- Should you Remove an Executor? October 21, 2021
- The Court of Appeal Considers if an Application for Retroactive Support can be brought against an Estate October 20, 2021
- The Chronicles of an Estate Plan: The Settlor, the Kids and the Cottage October 19, 2021
- Does This Sound Familiar? October 18, 2021
- Charitable Gifts on Death: Who can Claim the Donation Tax Credit? October 15, 2021
- No Signature, No Problem October 13, 2021
- “I’ve signed my Will…now what?” October 8, 2021
- Understanding the Unique Issues Facing the Older Queer Generations October 7, 2021
- Turkey, Dementia and Giving Thanks October 4, 2021
- An Introduction and Some Reminders about Charitable Gifts October 1, 2021
- When Is A Signature Not A Signature? September 29, 2021
- Balancing Work and Care September 27, 2021
- Assessing Drake’s Estate Planning Needs September 24, 2021
- Vacation Property – Keeping it in the family September 23, 2021
- Restricted Charitable Bequests September 23, 2021
- INSURANCE TRACKING SHARES September 21, 2021
- World Alzheimer’s Awareness Month 2021 September 20, 2021
- Don’t let your favourite TV show fool you… September 17, 2021
- Limitation Periods and Fraudulent Concealment September 15, 2021
- CRA issues favourable ruling on post-mortem pipelines September 14, 2021
- Supporting Seniors: An Important Election Issue September 13, 2021
- Powers of Attorney for Property: Implications of Obtaining a Formal Capacity Assessment September 10, 2021
- Joint Accounts Held as Tenants in Common: A Tool to Avoid Litigation September 9, 2021
- To Fight at Any Cost September 8, 2021
- Pipeline planning and the dangers of subsection 84(2) September 7, 2021
- Tips on Bringing a Passing of Accounts Application – Part 4 September 3, 2021
- YODO! – You Only Die Once September 2, 2021
- 300 Objections. 3 Week Hearing. $325,000 Costs Award. September 1, 2021
- Applying for a trust account number? August 31, 2021
- Another Goodbye August 30, 2021
- The Family Cottage: Fostering Friendship or Fuelling Foes? August 27, 2021
- An RESP may be a simple solution for funding a grandchild’s education, but beware of its limitations August 26, 2021
- Reaffirming the Status Quo of Beneficial Designations: the saga of Calmusky v. Calmusky continued August 25, 2021
- Charitable remainder trusts: what are they and when are they useful? August 24, 2021
- “If You See Something, Say Something”* August 23, 2021
- Proclamation of the ONCA – October 19, 2021 August 20, 2021
- How long is perpetuity? August 19, 2021
- Estate Trustees and Irreconcilable Conflicts August 18, 2021
- Tax planning in uncertain times August 17, 2021
- Having An Advocate: Critical So Your Wishes Can Be Respected August 16, 2021
- The Hot Housing Market and Important Planning Considerations August 13, 2021
- #FreeBritney: Toxic, Conservatorships, and Guardianship Abuse August 12, 2021
- AMENDING TAX ELECTIONS AFTER THE FACT August 10, 2021
- Dementia: Therapeutic Fibbing OR Going With the Flow? August 9, 2021
- How Does Private Adoption Work? August 6, 2021
- The Question of Executor: Who, What, When, Where and Why? August 5, 2021
- A Tale of Two Versions: The Court of Appeal Invalidates a Will August 4, 2021
- More Tech Companies Are Implementing Digital Legacy Planning July 30, 2021
- The Anxiety of Preparing an Estate Plan: What can we do to help July 29, 2021
- The Importance of Fiduciary Duties July 28, 2021
- Bill C-208: The saga continues… July 27, 2021
- Changes to Consent to Medical Assistance in Dying July 27, 2021
- You Are No Longer Welcome Here July 26, 2021
- #FreeBritney: Conservatorship vs. Guardianship July 23, 2021
- Gifts and (Broken) Promises July 22, 2021
- No Costs For You! July 21, 2021
- When Leaving Your Premises for Medical Reasons and Never Go Back: Need a Plan July 20, 2021
- Adult Dependent Children: ‘Grown ups’ who need support on a lifelong basis July 19, 2021
- Channelling Your Inner J.K. Rowling in Drafting Trustee Resolutions July 16, 2021
- The Philanthropist as Villain July 15, 2021
- Changing Beneficiary Designations July 14, 2021
- The medical expense tax credit: COVID-19 tests and vaccines July 13, 2021
- Resuming Life in Long Term Care (or least trying) July 12, 2021
- Tips on Bringing a Passing of Accounts Application – Part 3 July 9, 2021
- Estate Planning for Eco-Conscious Canadians: Arranging an Eco-Friendly Death July 8, 2021
- Supreme Court of Canada Unseals Sherman Estate Probate Files July 7, 2021
- Capacity to Marry: Balancing Autonomy with Protection of the Vulnerable July 7, 2021
- The Finance Strikes Back July 6, 2021
- Delirium, a few things to note: July 5, 2021
- And then there was more… July 2, 2021
- Tax on principal residence? How to plan for a change of use June 29, 2021
- When Our Parents Refuse Our Help June 28, 2021
- Sherman Estate v. Donovan: Balancing Sealing Orders with Open Courts June 25, 2021
- Digital Estate Planning June 24, 2021
- Supreme Court of Canada Orders Unsealing of Sherman Probate Files June 23, 2021
- Company purification – don’t take the short-cut June 22, 2021
- Yesterday I watched the US Open & Thought About My Dad: June 21, 2021
- Row Row Row Your Boat! June 18, 2021
- How the ‘Hotchpot Clause’ Lost its Groove: the marriage settlement trust and myth of women’s legal disabilities June 16, 2021
- Joint accounts – continued June 15, 2021
- Living For Today June 14, 2021
- Estate Planning and Adoption June 11, 2021
- Multiple Wills – More than just business owners June 10, 2021
- Some Ins and Outs of RRSPs & RRIFs Transfers on Death June 8, 2021
- June is Senior’s Month June 7, 2021
- Today’s Executor is a Digital Executor June 4, 2021
- Hot real estate market can put heat on Executors June 3, 2021
- Bill 245: Innovative Updates to the Succession Law Reform Act June 2, 2021
- Business purpose, source of income, and sham gets a thorough review June 1, 2021
- Bye bye May, hello happiness….. May 31, 2021
- The Bank of Nova Scotia Trust Company v. Rogers: A Recent Consideration of the Criminal Forfeiture Rule May 28, 2021
- Estate Planning for the Digital Collector: Don’t let your NFTs disappear into Ether May 27, 2021
- The Role of the PGT – When, Why and How? May 26, 2021
- No plan is usually not the best plan May 25, 2021
- A review of the use of a Principal Residence Exemption by a Trust May 21, 2021
- When Private Foundations Die May 20, 2021
- Inconsistency in CRA policy for dividends paid to a deceased beneficiary May 18, 2021
- Thank You Carers May 17, 2021
- Tips on Bringing a Passing of Accounts Application – Part 2 May 14, 2021
- LES FIDUCIES ALTER EGO COMME OUTILS DE PLANIFICATION May 13, 2021
- Audio Recordings in a Guardianship Application; Think Twice Before Pressing Record May 12, 2021
- What is a Reasonable Error May 11, 2021
- Monday, the day after yesterday. May 10, 2021
- Non-Resident Beneficiaries and Canadian Real Property: Canada’s hot housing market can increase the work of estate executors May 7, 2021
- Powers of Appointment vs. Trusts – Failure to distinguish between them in Wills May 6, 2021
- Whose Claim Is It Anyway? May 5, 2021
- Disability Tax Credit May 4, 2021
- Getting Lost In The System May 3, 2021
- Bill 245 and Changes to the Succession Law Reform Act April 30, 2021
- Suggestions to Reduce the Potential for Elder Financial Abuse April 29, 2021
- Bill C-208 the race to the finish line April 27, 2021
- Federal 2021 Budget Highlights For Canadian Seniors April 26, 2021
- Selected Tax Measures in the 2021 Federal Budget – Canada April 23, 2021
- A Royal Estate April 22, 2021
- Foundation Disbursement Quota Increase April 22, 2021
- COVID-19 Update: Court Hearings To Be Deferred April 21, 2021
- Alternatives to Long Term Care April 19, 2021
- Reflections before the Budget April 16, 2021
- Can a McDonald’s Paper Napkin be a Valid Will? April 14, 2021
- Inheritance and Tax April 13, 2021
- You can’t choose your family but you can choose your friends April 12, 2021
- Thoughts on Digitally-Issued Certificates of Appointment of Estate Trustee April 9, 2021
- If you fail to plan, you plan to fail! What happens if you don’t have a Power of Attorney? April 8, 2021
- Where There’s a Will, There’s a Way April 7, 2021
- Tax returns for deceased persons April 6, 2021
- Interesting Information for Monday Morning April 5, 2021
- MAID Update – Bill C-7 March 31, 2021
- Death, taxes and cryptocurrency March 30, 2021
- Holidays and Family Traditions – COVID style March 29, 2021
- New Privacy Legislation Aims to Address Digital Assets in Estate Administration March 26, 2021
- March is Fraud Prevention Month March 25, 2021
- Death Benefit Payments March 23, 2021
- “BUY THE SHOES” March 22, 2021
- Dude, Where’s My Car? – How to Transfer the Ownership of a Deceased Person’s Vehicle to a Beneficiary in Ontario March 19, 2021
- One in Ten: Why Bequest Donors Don’t Inform Charities March 18, 2021
- Court of Appeal for Ontario Dismisses Moot Guardianship Appeal March 17, 2021
- Lifetime Benefit Trusts March 16, 2021
- Mom Loved You More March 15, 2021
- Significant Changes to Estate Rules May Come! March 12, 2021
- Power of Attorney for Property: The other sign of the coin March 11, 2021
- The Mysteries of Probate, Revealed March 10, 2021
- Professional fees incurred in the context of a litigation with CRA March 9, 2021
- What March 8th Means To Me March 8, 2021
- Tips on Bringing a Passing of Accounts Application March 5, 2021
- Wills and Marriage: Should they go together like a horse and carriage? March 4, 2021
- An ETDL will continue to act until all appeals exhausted March 3, 2021
- Taxable preferred shares and estates – say what? March 2, 2021
- Personal Support Workers (PSW)- an undervalued, underappreciated and a very tough job to boot. March 1, 2021
- Medical Assistance in Dying (MAiD) – An Update February 26, 2021
- Estate Planning – Effective Family Meetings February 25, 2021
- When both parents have dementia…. February 22, 2021
- Dealing with U.S. Life Insurance Policies in Ontario Estate Plans February 19, 2021
- Restricted gifts of real estate February 18, 2021
- Big New Rules for Small Estates February 17, 2021
- TFSA’s and Non Resident Penalties – An Update February 16, 2021
- Removal of Executor/Estate Trustee for Perceived Conflict of Interest February 12, 2021
- Love is in the Air. But be cautious February 11, 2021
- Valuing Estate Assets – A Hierarchy of Evidence February 10, 2021
- Use of Cottage By Children of Settlor of an Alter Ego/Joint Partner Trust February 9, 2021
- The Year of the Ox February 8, 2021
- Section 16(b) of the Succession Law Reform Act: A Different Kind of Spousal Election February 5, 2021
- The Slayer Law in Canada Part II: Beneficiaries Gone Bad February 4, 2021
- Fake Evidence in the Era of Fake News February 3, 2021
- Bequeathing qualifying shares: to trust or not to trust February 2, 2021
- More Than The Monday Blues…. February 1, 2021
- You’ve Got Mail – Part Three January 29, 2021
- Talking to Your Beneficiaries About Your Estate Plan January 28, 2021
- Can a Suicide Note Be a Will? January 27, 2021
- Subsection 164(6) – Time Limit for Dispositions January 26, 2021
- Evaluation of Decision Making Capacity: Aiming for an Improved Standard of Care January 25, 2021
- Can You Preserve Your Tattoos After Your Death? January 22, 2021
- Cultural Property Donations Update January 21, 2021
- Estate Planning Lessons from “The Dutch House” January 20, 2021
- FAMILY TRUSTS AND DISTRIBUTIONS OF CAPITAL GAINS January 19, 2021
- January is Alzheimer’s Awareness Month January 18, 2021
- Endowment Variations January 14, 2021
- Legislative Amendments Proposed in Light of Calmusky January 13, 2021
- Something for Everyone…. January 11, 2021
- New Year, New Encounters January 8, 2021
- Age 40 Trusts – Income-Splitting is Alive and Well! January 7, 2021
- COVID-19 Update: No Adjournment of Virtual Trial January 6, 2021
- Caregiving and life planning: starting off on the right foot. January 4, 2021
- New Year’s Resolutions: “creating yourself” and your estate plan in 2021 December 31, 2020
- Does the Estate Trustee Always Participate in Estate Litigation? December 30, 2020
- Does the Moral Behaviour of a Dependant Matter in a Dependant Support Claim? December 23, 2020
- When Are You Married? December 22, 2020
- Time to play Detective Santa…. December 21, 2020
- Probate Points to Remember Part 2 – Some Additional Tips December 18, 2020
- Residual Interest Gifts of Homes December 17, 2020
- A Change of Heart Does Not Create a Resulting Trust December 16, 2020
- Whose Fault is it Anyway? December 14, 2020
- Alter Ego and Joint Partner Trusts – Loss Utilization December 11, 2020
- Sleigh Bells and Slayers … the “Slayer Law” in Canada, Naughty Executors and Beneficiaries December 10, 2020
- U.S. Estate tax exposure – it’s political! December 8, 2020
- Would You Consider a Robodog for Granny? December 7, 2020
- Dealing with Real Property in Wills – There’s more to consider here than meets the eye!! December 4, 2020
- Reflections on my debut year in Estate and Trust Administration December 3, 2020
- COVID-19 update: Court must not cross the line to clear up hypothetical limitation period confusion December 2, 2020
- Goodbye November November 30, 2020
- Do Personalty Clauses Cover All Personalty? November 27, 2020
- Charitable, but not that charitable November 26, 2020
- Can Section 3 Counsel be Summoned for Examination? November 25, 2020
- POST MORTEM PLANNING: AGAIN MORE GOOD NEWS November 24, 2020
- Here we go again- round 2 November 23, 2020
- You’ve Got Mail – Part Two November 20, 2020
- Valuing In-kind Donations November 19, 2020
- Who Gets Served? November 18, 2020
- Attitude of Gratitude November 16, 2020
- Electronic Wills in Ontario: Growing Interest, Growing Need, or Growing Concern? November 13, 2020
- Until Death Do Us Part… November 12, 2020
- Removing an Estate Trustee: More Than a Feeling November 11, 2020
- A change in trustee could be a tax problem November 10, 2020
- Pick your ‘3 C’s’ November 9, 2020
- To Take Flight or Not to Take Flight, That is the Question! November 6, 2020
- Keeping Up from the Kasket – Planning Your Digital Death November 5, 2020
- To Forgive, or Not to Forgive, What Was the Intention? November 4, 2020
- MCI= More Than Just Forgetfulness November 2, 2020
- Embracing the COVID-19 Ready Executor October 29, 2020
- Spousal Election – The Right of the Survivor October 28, 2020
- Look Out: The New Trust Reporting Rules Are Almost Here October 27, 2020
- There is no place like home…… October 26, 2020
- Marriage Contracts; The Importance Of Their Review In Estate Planning And “Consenting” Out Of Living Separate And Apart October 23, 2020
- Loosening Standards for Charitable Property October 22, 2020
- COVID-19 update: Government Works to Fix Potential Limitation Period Problem October 21, 2020
- The First of the Firsts October 19, 2020
- Probate Points to Remember – A.K.A. Names and More October 16, 2020
- Personality Rights…From Beyond the Grave! October 14, 2020
- Estate planning and TOSI – Part II October 13, 2020
- Welcome Changes in the Filing of Probate Applications October 9, 2020
- The Airing of Grievances October 8, 2020
- What Makes a Marriage? October 7, 2020
- National Seniors Day October 4, 2020
- Considering a “Pour Over” Clause? October 2, 2020
- Personhood and RBG October 1, 2020
- Who Can Be a Litigation Guardian? September 30, 2020
- Estate planning and TOSI – Part I September 29, 2020
- Can You Care For Me Today and I Will Leave You My House When I Die? September 28, 2020
- A Trap For The Unwary; ONCA Finds A Partner Responsible For Spousal Support Despite Maintaining Separate Residences and The Impact on Estate Planning September 25, 2020
- Choice and Planning for Incapacity September 24, 2020
- Demonstrating Financial Need in a Dependant Support Claim September 23, 2020
- Living Fully Before Dying September 21, 2020
- You’ve Got Mail – Part One September 18, 2020
- Outdated Donation Clause September 17, 2020
- Fraudulently Concealing a Limitation Period September 16, 2020
- CPP: TO DEFER OR NOT DEFER September 15, 2020
- How many shall die and who by plague? September 14, 2020
- Aging, Memory, Existentialism and Xenoblade Chronicles 2 September 11, 2020
- Road Testing your Estate Plan September 10, 2020
- Cats, the T.S. Eliot Estate and the Gift that May Save the Brontes’ House September 9, 2020
- Feeling Like an Apostille Imposter September 4, 2020
- What would happen if…………. September 3, 2020
- You Can’t Always Get What You Want, But … You Get What You Need September 2, 2020
- Third Party Appeals of Healthcare Decisions September 1, 2020
- The last day of August…… August 31, 2020
- Multiple Wills Across Civil and Common-Law Systems; Estate Planning That Provides An Advantage To Clients Who Hold Assets In Ontario And Quebec August 28, 2020
- Survivorship Clauses in the Will August 27, 2020
- Occupation Rent Will Get You Every Time August 25, 2020
- Friday August 21, 2020 was World Senior Citizen’s Day. So What? August 24, 2020
- “Unmasking” the Issues Facing Family Businesses August 21, 2020
- The Charity Capacity Gap August 20, 2020
- Trustees Ordered to Pay Costs Personally August 19, 2020
- SOME TAX TIPS IN THE COVID ERA August 18, 2020
- Enjoying Nature From An Armchair August 17, 2020
- The Impact of Medical Assistance in Dying on Life Insurance and Some Other Mentionables August 14, 2020
- Gift Ideas for the Freshman in the Family August 13, 2020
- Beware of the “Zombie” Deed August 12, 2020
- Definition of (Essential) Family Caregiver August 10, 2020
- Estate Planning for Tattoo Artists August 7, 2020
- Where There’s a Will, There’s a Way: Virtual Witnessing and Undue Influence During COVID-19 August 6, 2020
- Of Love, Resulting Trusts, Matrimonial Homes and Fenelon Falls August 5, 2020
- Estate Planning for the Family Cottage August 4, 2020
- A Heartwarming Thank You! July 31, 2020
- Can a Prudent Investor have a Green Thumb? July 30, 2020
- Divisional Court Appeals: Not The Place For New Issues July 29, 2020
- Extended tax payment deadlines and interest relief on tax debt July 28, 2020
- Mementos and good memories July 27, 2020
- To DIY Or Not To DIY July 24, 2020
- Foundation v. Charitable Organization July 23, 2020
- Deleon v DeRanney and the Definition of “child” Under the SLRA July 22, 2020
- Someone else’s tax bill – Sometimes there is no getting away from it! July 21, 2020
- Living alone, being lonely and the perils of isolation. July 20, 2020
- A Presumptive Peril: The Law of Beneficiary Designations is Now in Flux July 17, 2020
- Constructive Trust and Proprietary Estoppel – Built With Your Own Hands July 15, 2020
- WHAT ABOUT A CORPORATE EXECUTOR? July 14, 2020
- Foreign reporting and the foreign pension plan July 14, 2020
- Family = >Essential Visitors July 13, 2020
- How to Provide for Your Island in Animal Crossing: New Horizons After Your Death: Part III July 10, 2020
- Road Testing your Incapacity Plan July 9, 2020
- Estate Trustee Removed for Conflict of Interest July 8, 2020
- BARE TRUSTS July 7, 2020
- Orphanos, Yathom = Losing Your Guide July 6, 2020
- Indemnifying Trustees for Gross Negligence July 3, 2020
- Diminishing Capacity and Urge to Delay July 2, 2020
- Physical Restraint of Confused Seniors in Ontario Hospitals July 1, 2020
- LIFE INSURANCE IN THE COVID-19 ERA June 30, 2020
- June is Senior’s Month June 29, 2020
- COVID-19: Emergency Orders Extended and Courts to (Partially and Potentially) Reopen June 27, 2020
- The “Talk” June 26, 2020
- Unrestricted Giving – In Life and Estates June 25, 2020
- Court of Appeal Denies Stay of Order to Sell Property In Power of Attorney Dispute June 24, 2020
- Grateful to have had time to say goodbye June 22, 2020
- How to Provide for Your Island in Animal Crossing: New Horizons After Your Death: Part II June 19, 2020
- Unclaimed Bodies and Setting Things Right June 17, 2020
- TFSA’s and Survivor Payments: Impact of Fair Market Value. June 16, 2020
- ICU is a lonely place to be. June 15, 2020
- A Financial Opportunity To Kick-Start Your Summer; Family Income Splitting Loans At A New, Low Prescribed Rate June 12, 2020
- From e-Wills to Blockchain Estates June 11, 2020
- Listing in a Time of COVID June 10, 2020
- 12 Commandments For Seniors…… June 8, 2020
- Clients’ Reign And The Associated Difficulties In Drafting Their Inter Vivos Trusts June 5, 2020
- Video Conferencing Courtroom Etiquette – Three Simple Steps June 4, 2020
- Locating Unknown or Missing Heirs to an Estate June 3, 2020
- ON A PAPER NAPKIN, DID YOU SAY? June 2, 2020
- Crisis in LTC: Worse Than We Imagined June 1, 2020
- The Effect that Covid-19 is having on Administering Estates May 29, 2020
- Investment Policy Statements (IPS) for Trusts May 28, 2020
- Guardian of Personal Care: Step Up or Step Out May 27, 2020
- Can A Broken System Be Fixed? May 25, 2020
- Where There is a Will, There is a Way May 22, 2020
- More Random Thoughts in Isolation May 21, 2020
- Should Foundations Give More? May 21, 2020
- Court Orders Minor’s Funds be Paid into Court May 20, 2020
- Low- Interest Environment: Time To Take Advantage Again. May 19, 2020
- A Virtual Q&A Session on Holographic Wills May 15, 2020
- Virtual Will Signings and Access to Justice: Do Social Distancing Measures in Estate Law Help Everyone? May 14, 2020
- COVID-19: Moving Past Quill and Ink to Use New Technology May 13, 2020
- A Mother’s Day – like none other May 11, 2020
- How to Provide for Your Island in Animal Crossing: New Horizons After Your Death: Part I May 8, 2020
- Random Thoughts in Isolation May 7, 2020
- Frivolous Notices of Objection Can be Struck Out May 6, 2020
- Home Buyer’s Plan and Disabled Family Member May 5, 2020
- Have you had the conversation yet? May 4, 2020
- Managing a Beneficiary’s Share in Real Property with … Shares! Potential Utilities of Nominee Corporations in Estate Planning May 1, 2020
- Reflections From the COVID-19 Frontline April 30, 2020
- Intention Governs the Disposition of RRSP converted to RRIFs April 29, 2020
- One Conversation Can Make All The Difference April 27, 2020
- One Short Year Ago! April 24, 2020
- The Plague and Charitable Bequests April 23, 2020
- Thoughts on Litigating in a Pandemic April 22, 2020
- Had A Henson Trust Been Created? Tribunal Was Not Convinced April 21, 2020
- And the losers are Long Term Care patients April 20, 2020
- Accommodating Beneficiaries of a Will With Differing Gender Identities April 17, 2020
- ALEXA? How do I access my online account? Administering Estates in a Digital Age April 16, 2020
- Master the ETDL Appointment April 15, 2020
- A Very Different Spring… April 13, 2020
- The Risky Business of Updating your Will in the Time of COVID-19 April 9, 2020
- COVID-19: Virtual Witnessing of Wills and POAs Now Allowed April 8, 2020
- Disability Tax Credit Claim: Denied on Appeal April 7, 2020
- Caring for our Seniors- in very difficult and unusual times April 6, 2020
- COVID-19: New Practice Directions April 4, 2020
- Estates Law and Privacy Law: An Incomplete Intersection (Part III) April 3, 2020
- Estate Planning in a Pandemic: No Easy Solutions April 2, 2020
- Elder Financial Abuse During COVID-19 April 1, 2020
- Here’s hoping for a Happy Monday. March 30, 2020
- The How To’s of “Virtual Commissioning” as a result of COVID-19!! March 27, 2020
- Are wills an essential service? March 26, 2020
- COVID-19 update: Limitation Periods Suspended and Working from Home March 25, 2020
- Time to Refreeze: Redux March 24, 2020
- Uber Eats on Face Time? March 23, 2020
- We Are Not Fortune Tellers But…. March 20, 2020
- Delusions and Capacity March 19, 2020
- COVID-19, the Courts and the One Judge Pilot Project March 18, 2020
- Let’s meet for a virtual coffee! March 16, 2020
- Leaving a Lasting Impression and Making a Difference March 13, 2020
- Dancing with the Dead March 12, 2020
- Actions Have Consequences – They May Sever Joint Tenancy March 11, 2020
- Clearance Certificates March 10, 2020
- Happy Monday & Yes We Have More Sunshine! March 9, 2020
- Estates Law and Privacy Law: An Incomplete Intersection (Part II) March 6, 2020
- Enduring POAs and Gathering Bank Accounts March 5, 2020
- Hidden Fees – A Breach of Trust March 4, 2020
- Gesundheit March 2, 2020
- The Use of Primary, Secondary, Tertiary, Quaternary etc. Wills in Estate Planning February 28, 2020
- Tax Shelters and Charitable Intent February 27, 2020
- No Passing of Accounts Unless “Significant Concern” February 26, 2020
- Forensic Profile of Perpetrators of Financial Elder Abuse February 25, 2020
- HOME BUYER’S PLAN AND TAX CREDITS AFTER THE DEATH OF A SPOUSE February 24, 2020
- Family time, less than it used to be….. February 24, 2020
- Some Things Are Not Forever! February 21, 2020
- A Taxing Decision for Estate Planners February 20, 2020
- Dueling Love Letters from the Grave February 19, 2020
- TOSI and the estate planning – pension splitting February 18, 2020
- “Birds Do It, Bees Do It, Even Educated Fleas Do It, Let’s Fall In Love (Cole Porter) February 17, 2020
- What is it you guys do anyway? February 14, 2020
- “It’s Not Fair” February 13, 2020
- Clash of the Limitation Periods February 12, 2020
- Revocation of Wills February 11, 2020
- Loving Again After Loss February 10, 2020
- Estates Law and Privacy Law: An Incomplete Intersection (Part I) February 7, 2020
- The Unlikeliest of Events – A Helicopter Crash February 6, 2020
- Yet Another Family Cottage Feud February 5, 2020
- Yo, this is a shout out to Young Carers. February 3, 2020
- Death of a Non-Resident January 31, 2020
- Charitable Remainder Trusts in Canada January 30, 2020
- Criminals Cannot Profit From Their Crimes – Or Can They? January 29, 2020
- A note on Crypto Currency January 28, 2020
- Initial Issues Encountered When Dealing With a Possible Insolvent Estate January 24, 2020
- Why Plan For One When You Can Plan For Generations? January 23, 2020
- The New Simplified Procedure Rule (Rule 76) January 22, 2020
- TOSI and the Estate Plan January 21, 2020
- Mild Cognitive Impairment Does Not = Normal Aging January 20, 2020
- Paper vs. Electronic Filing of Estate Information Returns! January 17, 2020
- Challenge Accepted: Court Challenges to Wills and Claims Against Estates January 16, 2020
- The Motivating Factor January 15, 2020
- Secret Trusts January 14, 2020
- New Stats Canada Data on Caregivers in Canada January 13, 2020
- Registered Education Savings Plans: Back to Basics January 10, 2020
- Fiduciary Investing Series – Don’t REIT around the bush January 9, 2020
- Costs and the Estate’s Losses January 8, 2020
- Death of a Beneficiary – Alter Ego and Joint Spousal Trusts January 7, 2020
- Until Death Do Us Part- or until we need provincially funded care in a LTC January 6, 2020
- Intestacy Reform Overdue in Ontario? January 3, 2020
- Fiduciary Investing Series – Powers of Attorney and Investment Portfolios January 2, 2020
- Concerns about Consent for Cannabis Prescriptions in LTC December 31, 2019
- Alter Ego Trusts: Every Rose Has Its Thorns December 27, 2019
- Proposed relief for inter-vivos trusts December 24, 2019
- T’was the fight before Christmas: My Holiday Jingle December 23, 2019
- It’s Time to Ring in a New Year, A New Decade with Change December 20, 2019
- Is Santa thinking about Estate Planning? December 19, 2019
- Dead People Who (Still) Make More Money Than You December 19, 2019
- Option to Purchase – At What Price? December 18, 2019
- Can You be Removed as a Trustee Without a Replacement? December 17, 2019
- A Cup of Care: A Pinch of Hope December 16, 2019
- 10 WAYS TO ORGANIZE YOUR AFFAIRS BEFORE THE END OF THE YEAR December 13, 2019
- Estate Donations to Government December 12, 2019
- Winner Doesn’t Take All: Estate Trustee Cannot Indemnify for Costs December 11, 2019
- Comfort Letter Provides Hope for Non-resident Beneficiaries of Graduated Rate Estates December 10, 2019
- It’s Friday afternoon at 4:00 pm & your mom is being discharged home. December 9, 2019
- The Principal Residence Exemption and Trusts for Disabled Persons Revisited December 6, 2019
- The best laid plans… December 5, 2019
- When is a Dividend Not a Dividend? December 3, 2019
- Tomorrow is GivingTuesday December 2, 2019
- Secret and Semi-Secret Trusts: An Unusual Approach to Testamentary Dispositions – Part II November 29, 2019
- Fiduciary Investing Series – Fun, fun, funds November 28, 2019
- Where have all the sensible litigants gone? November 27, 2019
- Henson Trusts November 26, 2019
- New Guidelines on Provision of CPR in Hospitals November 26, 2019
- No, You Can Not Visit Your Mom, Dad….. November 25, 2019
- Secret and Semi-Secret Trusts: An Unusual Approach to Testamentary Dispositions – Part I November 22, 2019
- Fiduciary Investing Series – How to avoid compounding liability in trust accounts November 21, 2019
- Meeting the Will Challenge Threshold November 20, 2019
- Inadequate Execution of a Will led to Court Dispute November 19, 2019
- What is the deadliest room in the house? November 18, 2019
- A New Way to Plan for Death November 15, 2019
- Donations from Spousal and Other Trusts November 14, 2019
- Application of Reasonable Return – TOSI November 12, 2019
- In Flanders Fields the poppies grow… November 11, 2019
- Joint Retainers and Estate Planning November 8, 2019
- Staying at home longer? Self/Family Managed Care may be an option November 7, 2019
- The Supreme Court of Canada to Review Disclosure of the Sherman Estate Files November 6, 2019
- Transferring Wealth During Your Lifetime November 5, 2019
- Is a cane an ‘enabler’ or a ‘disabler’? What is your point of view? November 4, 2019
- You Are No Longer Welcome To Visit Your Mom or Dad November 2, 2019
- Charitable Gifts from Alter Ego Trusts November 1, 2019
- Trick or Treat – Estates Edition October 31, 2019
- “Death be not proud, though some have called thee mighty and dreadful, for thou are not so…” – John Donne October 30, 2019
- Dementia and MAID October 28, 2019
- Alberta’s Supported Decision-Making Authorizations October 24, 2019
- Interim Support and the “Bare Minimum” October 23, 2019
- Trustee’s Personal Liability – It Could Go on for Years! October 22, 2019
- Today is Election Day October 21, 2019
- The Upcoming Federal Election: Changes that Could Affect the Advice Provided by Estate Planners October 18, 2019
- Best Laid Plans: The Sculpture Fund October 17, 2019
- One Will, Two Versions October 16, 2019
- When Your Property Is Not Really Your Property October 11, 2019
- Grateful… October 10, 2019
- Resulting Trusts and Summary Judgment Motions October 9, 2019
- Gift of Ecologically Sensitive Lands and the Carryover period for charitable donation deduction October 8, 2019
- Prayer and Hope for Another Year October 7, 2019
- Anti-Lapse Provisions May Also Be Anti-Intent October 4, 2019
- Avoiding Common Pitfalls with Beneficiary Designations October 3, 2019
- Divisional Court Sets Aside Decision Ordering a Passing of Accounts October 2, 2019
- Attribution under 75(2) October 1, 2019
- Another New Year. Another New Start September 30, 2019
- What is a Discretionary Trust? September 27, 2019
- When Spouses “Separate” Due to Changing Medical Needs September 25, 2019
- Inclusion of Life Insurance loan in Income September 24, 2019
- Senior’s Issues and the Upcoming Federal Election September 23, 2019
- The Time of Your Life (Interest) September 20, 2019
- Grammar saves lives September 19, 2019
- Power of Attorney Disputes: Effective Capacity Assessments September 18, 2019
- The perils of home purchase loans September 17, 2019
- Celebrating 100 Years Young September 16, 2019
- Difference Between a POA and an SDM September 13, 2019
- Wine and Estate Planning September 12, 2019
- Celebrity Estates – Not Immune from the Trials and Tribulations of Estate Planning and Litigation September 11, 2019
- DEEMED TRUST: TAX DEBTS AND PROCEEDS OF INSURANCE September 10, 2019
- Back to School and Young Carers September 9, 2019
- As (More and More) Time Goes By… September 6, 2019
- The $100 Million Executor Fee: Unexpected but not Unreasonable September 5, 2019
- Fraudulent Conveyances and Your Estate September 4, 2019
- The Weight of (Sudden) Wealth August 30, 2019
- Estate Plan = Peace of Mind August 29, 2019
- Homicide in Ontario LTC Homes August 28, 2019
- AGREEMENT RECTIFICATION APPLIED FOR AND ALLOWED! August 27, 2019
- Attorney for Personal Care = Big Responsibility August 26, 2019
- The Jeffrey Epstein “Plot” Thickens…Last Will and Testament Signed 2 Days Prior to Death! August 23, 2019
- Surprise, You’re my Executor! August 22, 2019
- Separation Agreements, Support Obligations, and Summary Judgment August 21, 2019
- Changes to a Trust Agreement August 20, 2019
- A Stroke of Bad Luck August 19, 2019
- Draft Legislation Released for Changes to Registered Disability Savings Plans August 16, 2019
- Uncovering the Reasons Behind Planning Choices August 15, 2019
- Trusts and Trust Resettlements – Variations and Circumstances August 13, 2019
- Ignorance is Bliss August 12, 2019
- R.E.S.P.E.C.T…..the handwriting analysis? August 9, 2019
- Providing for Beneficiaries living with Addictions and Substance Abuse August 8, 2019
- To Boldly Go Where No Estate Litigation Has Gone Before August 7, 2019
- A TFSA loses its tax exempt status August 6, 2019
- Embryo Freezing Costs: Medical Expense Tax Credit Extended to Same Sex Couples. August 6, 2019
- And the “Petty” Saga Continues… August 2, 2019
- Disproportionate Inheritance? WESA to the Rescue August 1, 2019
- The Space Between First and Second Families July 31, 2019
- What an Attorney for Personal Care Can Do July 30, 2019
- Thou Shall or Thou Mayest- You Choose July 29, 2019
- I’m Only 20, Why do I need a Will July 26, 2019
- Donor Recognition: Servants, Saints and Super Heroes July 25, 2019
- Tenancy and Equitable Ownership – You Can Have it All! July 24, 2019
- Inherited assets and TOSI July 23, 2019
- Hot Stuff! July 22, 2019
- Neuroimaging and Capacity July 19, 2019
- Revival Trusts: Dead on Arrival? July 18, 2019
- Celebrity Estate Battles July 17, 2019
- SHAREHOLDERS AGREEMENTS, EXIT PROVISIONS AND THE IMPACT OF CONTROL July 16, 2019
- Summer Time and the Living is Easy July 15, 2019
- Estate Planning, Trusts, and Family Law July 12, 2019
- Too much “Legalese” – Better Pay Attention! July 11, 2019
- Probate and the Humans Rights Tribunal of Ontario July 10, 2019
- Standing Together July 8, 2019
- “Just in case anything happens while I’m away…” July 5, 2019
- Blind Trusts and Fireworks July 4, 2019
- In Whose Best Interests? Estate Planning for Artists July 3, 2019
- The Life of Pipeline Transactions: The Beat Goes On July 2, 2019
- Happy Birthday: Our Updated Federal Dementia Strategy July 1, 2019
- Ontario’s Non-Resident Speculation Tax – A Cautionary (Trust) Tale June 28, 2019
- The Senate Speaks Charity June 27, 2019
- Digital Will Vault June 26, 2019
- Testamentary Autonomy is a Constitutional Right? A finding that may impact Ontario dependants’ support rules June 21, 2019
- The Data Trust – The Superhero We All Need June 20, 2019
- INCOME RECEIVED AFTER DEATH June 18, 2019
- Elder Abuse: When The Numbers Don’t Add Up. June 17, 2019
- “Pour Over” Clauses Revisited June 14, 2019
- The STEP Annual Conference June 13, 2019
- Testamentary Freedom – A Fundamental Right? June 12, 2019
- Summer is Around the Corner……. June 10, 2019
- Estate Planning and Family Law: The Matrimonial Home Part II June 7, 2019
- 4x $100 million+ June 6, 2019
- The French Elvis and Instagram June 5, 2019
- FAMILY TRUSTS AND ALLOCATIONS OF PROCEEDS FROM SALE June 4, 2019
- Ending Loneliness, A Spare Bedroom and A Shortage of Affordable Housing June 3, 2019
- The Test for Capacity to Give Evidence and Special Accommodations May 31, 2019
- Strategies for Distributions for Young Beneficiaries May 30, 2019
- Incapable People and Limitation Periods May 29, 2019
- Saturday Evening’s Viewing Pleasure May 27, 2019
- When is “old enough”? Choosing an age for estate distributions May 24, 2019
- You Better Think (Think)…About the Estate Planning Process May 23, 2019
- Is a Sale for $1 the Same as a Gift? May 21, 2019
- Dementia Villages: A Unique Approach to Dementia Care May 17, 2019
- Canada’s Greatest Impact Donation May 16, 2019
- Sealing One’s Fate: The Sherman Murders, Probate and Perseverance May 15, 2019
- Mom’s Day. May 13, 2019
- Interment Rights in Ontario: What You Need to Know May 10, 2019
- Trust in the Raptors May 9, 2019
- Finally, A Nice Passing of Accounts May 8, 2019
- Individual Pension Plans Revisited (Again) – What about Pension Transfers? May 7, 2019
- Thinking About Comfort Care May 6, 2019
- Advantages and Disadvantages of Charitable Remainder Trusts[1] May 3, 2019
- Undue Influence in Estate Planning May 2, 2019
- It Ain’t Over Til It’s Over* May 1, 2019
- Butterfly, Eden Alternative and Green House Project coming to Toronto funded Long Term Care homes- sometime down the road. April 29, 2019
- Electronic Beneficiary Designations for Insurance Products April 26, 2019
- Some Thoughts on Explaining Differences in Expert Opinions April 25, 2019
- Isle of Trusts April 24, 2019
- Significant Tax Re-Assessment Due to An Estate Valuation Gone Wrong April 23, 2019
- Spring Holidays and Family Get Togethers April 22, 2019
- April is Autism Awareness Month April 18, 2019
- Solicitor’s Negligence – A Follow Up April 17, 2019
- Power of Attorney Fees Paid April 16, 2019
- Advanced Care Planning April 15, 2019
- Budget 2019: A Change to the Estate Administration Tax April 12, 2019
- Budget 2019: Erosion of Charitable Incentives April 11, 2019
- The CPP Child Rearing Dropout and its Impact on Survivor Benefits April 10, 2019
- SPOUSAL TRUSTS : COUPLE OF UPDATES April 9, 2019
- Pre-arranging for Personal Care: Take Two April 8, 2019
- Reanimation, Immortality and Estates Law April 5, 2019
- Pre-arranging for Personal Care April 4, 2019
- ETDL Appeal is to the Divisional Court – not the Court of Appeal April 3, 2019
- Pipelines and non-resident beneficiaries April 2, 2019
- Families and Lessons Learnt Along The Way V: 2 April 1, 2019
- To Spring, or Not to Spring! March 29, 2019
- Why Sound Estate Planning is more than Asset Distribution March 28, 2019
- Disability Tax credits and Bankruptcy March 26, 2019
- The 3 C’s: Helping You To Make A Decision March 25, 2019
- Could a “non-human person” ever be a beneficiary of a will? March 22, 2019
- Will we ever leave Neverland alone? March 21, 2019
- When There Is No Family Caregiver March 18, 2019
- Mind the Gap! And Put On Your Parens Patriae March 15, 2019
- Annulled Charities March 14, 2019
- Passing of Accounts –Made to Measure (Law)Suits March 13, 2019
- When is a Gift not a Gift? March 12, 2019
- Appreciating Japanese Differences and Similarities March 11, 2019
- When Probate becomes an International Affair March 8, 2019
- Status Indians: From an Estate Planner’s Perspective March 7, 2019
- Some Suggestions on Evaluating Undue Influence in the Court of Public Opinion March 6, 2019
- Fraudulent investment—recourse options March 5, 2019
- What is super about this new super agency? March 4, 2019
- Golden Girls Act, 2019 – Will the Path to Cohabitation Soon be Paved in Gold? March 1, 2019
- Two Isn’t Always Better Than One: The Perils of Joint Accounts February 28, 2019
- Understanding the Role of Section 3 Counsel February 27, 2019
- When Cash is not King? February 26, 2019
- A Lot of Plots or a Plot of Lots? February 25, 2019
- Lifestyles of the Rich and the Famous… Or in this Case, One Rich and Famous Cat! February 22, 2019
- Lights, Camera, Estates! February 21, 2019
- Senior Man Falls Victim to Online Romance Scam February 15, 2019
- Estate donations, Time and Flexibility February 14, 2019
- Supreme Court Blesses Henson Trusts February 13, 2019
- Estate Applied to Have Filings Made by Taxpayer Lacking Mental Capacity Set Aside February 12, 2019
- Difficult Conversations: With Our Children February 11, 2019
- A Cautionary Crypto-Tale February 8, 2019
- Choosing an Appropriate Age for Young Beneficiaries to Inherit February 7, 2019
- To Remove or Not to Remove… That is the Question (with apologies to the bard) February 6, 2019
- The New Dope- For Seniors and It’s Legal February 4, 2019
- Seriously Delinquent: The IRS Can Have Your Passport Seized for Not Paying Taxes February 1, 2019
- Chaos caused by Gifting January 31, 2019
- Rest assured, a will is not a trust January 30, 2019
- Amendments to the CBCA: Implications for the Valuation of Interests in Trusts? January 29, 2019
- Lucid Intervals and Testamentary Capacity January 28, 2019
- Cambria? Calibri? Does The Font Matter? January 25, 2019
- Broken Resolutions, New Opportunities January 24, 2019
- Conflicts of Interest – When Lawyers Will Be Removed (or not) January 23, 2019
- Spousal Rollover and Substituted Property January 22, 2019
- January is Alzheimers’ Awareness Month January 21, 2019
- A Joint Tenancy Gone Awry January 18, 2019
- How to create a legacy January 17, 2019
- Sham(e) on You! January 16, 2019
- Another Resolution for the New Year – Take Advantage of the Low Prescribed Rate January 15, 2019
- Naturally Occurring Retirement Communities ( NORC) January 14, 2019
- How to Effectively use Trusts in Estate Planning for Blended Families January 11, 2019
- Time to Update Your General Power of Attorney for Property January 10, 2019
- Whose Land Is It Anyways? Friends of Toronto Public Cemeteries v. Mount Pleasant Group of Cemeteries January 9, 2019
- Trust Filing Deadlines and Penalties January 8, 2019
- The ‘D’ word we don’t talk about- enough January 7, 2019
- Coming to an Estates Court Near You? January 4, 2019
- Canadian Donation Incentives Explained January 3, 2019
- Changes in the Estates World in 2019 January 2, 2019
- Glad to be a day older….. December 31, 2018
- Year End Wishes for Changes to Care for Patients with Dementia December 31, 2018
- New Year, New Estate Plan December 28, 2018
- Does Charity Data Matter? December 27, 2018
- T’was the Fight Before Christmas December 24, 2018
- New Year, New You: A Retrospective of “Self-Improvement” Will Conditions December 21, 2018
- ‘Twas The Night Before Probate December 20, 2018
- Estate Planning for Pets December 19, 2018
- Capital Gains Exemption Purification before a Share Sale: Be Careful about Timing December 18, 2018
- Saying “See You Soon” rather than Goodbye. December 17, 2018
- Exercising Discretion – Beware of Absolute Powers December 14, 2018
- Dead People Who Make More Money Than You December 13, 2018
- A Cup of Care: A Pinch of Hope: Spending holidays with a family member who has dementia. December 10, 2018
- Common Pitfalls in Estate Planning for Blended Families December 7, 2018
- Unjust Enrichment – The Supreme Court’s Naughty List December 6, 2018
- Charitable Donations – What Do You Get in Return? December 5, 2018
- Requirement to File a Tax Return Expanded December 4, 2018
- Remembering Audrey Parker December 3, 2018
- Changes Are Coming to the Ontario Disability Support Program November 30, 2018
- Art and Fair Market Value November 29, 2018
- Limiting the Limitations Act November 28, 2018
- November is ‘ get your stuff’ together! November 26, 2018
- Some Concerns about Proposing MAiD via Advanced Directives November 26, 2018
- Electronic Beneficiary Designations: an Interesting Change to the Pension Benefits Act November 23, 2018
- Democracy – The Right to Vote for a Dead Guy November 22, 2018
- Milne Estate (Re)visited November 21, 2018
- Source of Income and the TOSI Rules: Clarification? November 20, 2018
- Shining a Spotlight on (Ontario) Caregivers November 19, 2018
- Estate Considerations for YouTube and Twitch “Partners” November 16, 2018
- Foundations with Donor Advised Funds November 15, 2018
- Safe Income and an Estate November 13, 2018
- November is…….. November 12, 2018
- The “Rule of Convenience”: Why Legacies May be Subject to 5% Interest November 9, 2018
- My First and Only (Kind of) Experience with the Declarations of Death Act November 8, 2018
- Not So Fast – Who Controls the Body? November 7, 2018
- Fair Market Value Used to Test the Meaning of All or Substantially All of the Assets Used in an Active Business November 6, 2018
- The Final Goodbye November 5, 2018
- In the Wake of Canada Without Poverty: Next Steps for Charities and Political Activities November 2, 2018
- Have You Considered Your RESP in Your Estate Plan? November 1, 2018
- Interpreting “Per Stirpes” In Ambiguous Wills October 31, 2018
- Creation of a Trust October 30, 2018
- Getting Ready for the Final Scene October 29, 2018
- Statutory Guardianship of Property vs. a Continuing Power of Attorney for Property: They are not the same! October 26, 2018
- Out-of-Date? You Could be Out of Luck! October 25, 2018
- Unexpected Death? Apply for an Extension October 23, 2018
- Tax Appeals in Estates and Legal Standing October 23, 2018
- It’s Friday afternoon at 4:00 pm and your mom is being discharged home. October 22, 2018
- Posthumously-Conceived Children Revisited October 19, 2018
- Charitable Matching Funds October 18, 2018
- Thin Management Plan; no Guardianship October 17, 2018
- Trust Return Due Date on Wind-up October 16, 2018
- Attorney compensation and then some….. October 15, 2018
- The Advisor as Executor: Risks and Rewards Part 2 October 12, 2018
- Buffy the Vampire (Slayer Rule) October 11, 2018
- Preservation Orders in Estate Litigation October 10, 2018
- Donation Shelters: A Tale of Financial Misadventure October 9, 2018
- The Advisor as Executor: Risks and Rewards October 5, 2018
- Esther the Pig and Animal Sanctuaries October 4, 2018
- Summary Judgment and Limitation Periods in the Context of Estate Litigation October 3, 2018
- Trust Claiming a Capital Gain Reserve October 2, 2018
- Today is National Senior’s Day. October 1, 2018
- Closing the Gap: Using Annuities to Resolve the Wait for an Estate’s Residual Beneficiaries September 28, 2018
- Is it Improper for Counsel to Assist an Expert Witness in the Preparation of the Expert’s Report? September 27, 2018
- CRA Keeps A-Knockin’ (and Can Come In) September 26, 2018
- PLANNING AND ESTATE PLANNING FOR THE DISPOSITION OF REAL ESTATE September 25, 2018
- September 21 was World Alzheimer’s Awareness Day. September 24, 2018
- Qualifying Costs of Medical Assistance in Dying may be Eligible for the Medical Expense Tax Credit September 21, 2018
- The Importance of Being Original September 20, 2018
- A Roadblock for Multiple Wills September 19, 2018
- Living to 99 and Words of Wisdom September 17, 2018
- An Inconvenient Truth: Cross-border Estate Barriers for Non-Resident Executors September 14, 2018
- Cultural Property Tangle: Export v. Donation September 13, 2018
- Where’s There is a Will (and a Clear One), There is a Way! September 11, 2018
- Celebrating New Beginnings September 10, 2018
- “Duelling” Designations September 7, 2018
- You Better Think – Who will be your Estate Trustee? September 5, 2018
- Tax implications of losses incurred in a fraudulent investment scheme September 4, 2018
- Undue Influence by “Unwitting Proxy” August 31, 2018
- Is Priority Given to a Spouse/Common Law Partner to be an Executor in an Intestacy? August 30, 2018
- Estate Trustees and Costs of Litigation: Try not to take it personally? August 28, 2018
- Lessons Learnt from Children: Making A New Friend August 27, 2018
- A Deathly Reminder August 24, 2018
- e-Signed, Sealed, Delivered….and Legal August 23, 2018
- Profit Pastor Has His “Bill Clinton” Moment August 22, 2018
- You are as old as you feel, or are you? August 20, 2018
- Charities and Political Activities August 16, 2018
- Update: Ford Government Rolls Back Changes to ODSP General Regulation August 15, 2018
- PENSION PLAN LUMP SUM PAYOUTS August 14, 2018
- A Feel Good Story August 13, 2018
- Welcome Amendments to the ODSP General Regulation August 10, 2018
- Trust reporting requirements August 8, 2018
- When More Help is Needed: Moving Seniors with Dementia to Care Facilities August 8, 2018
- Revisiting Spence v BMO and the case of Discriminatory Wills: Why the saga should not be over August 3, 2018
- Artist Foundations August 2, 2018
- It’s All About The Benjamin Orders August 1, 2018
- Business Succession Planning and the Next Generation July 31, 2018
- I Didn’t Want To Wake You….. July 30, 2018
- A Cautionary Tale of (Non)-Compliance July 27, 2018
- My Summer Vacation July 26, 2018
- Death, Delay, and Dismissal July 25, 2018
- Sharing the Caring July 23, 2018
- Not All “Trump Bumpf” is Bluster July 20, 2018
- Art Copyright and Estates July 19, 2018
- TFSA’s and Residency July 17, 2018
- Grey area: The fragile frontier of dementia, intimacy and sexual consent July 16, 2018
- Estate Planning and Family Law: The Matrimonial Home Part I July 13, 2018
- Court of Appeal Weighs In On Alcoholism and Testamentary Capacity July 11, 2018
- Safe Summer Tips and Vacationing with an Older Family Member July 9, 2018
- Form T3010 Registered Charity Information Return and the CRA’s Initiatives July 6, 2018
- What the Law Takes Away, the Law can just as Easily Give Back July 4, 2018
- Life Insurance and Contingent Ownership July 3, 2018
- Caring for Someone with Dementia July 2, 2018
- When a Modern Relationship and the Traditional Family Clash: a Lesson for Estate Planners June 29, 2018
- Donate to Eliminate Clauses June 28, 2018
- Space Oddity: Why One of the Original Moonwalkers is Having to Sue his Children June 27, 2018
- Graduated rate estate – don’t lose it! June 26, 2018
- Why Should Young People Have a Will? [1] June 22, 2018
- Support, Shoes and Social Media June 20, 2018
- Inheritances and Taxes – Be Careful Where you Step? June 19, 2018
- Yesterday I watched the US Open and Thought About My Dad June 18, 2018
- The Risk and (Potential) Reward for Acting as an Executor [1] June 15, 2018
- Politicians and executors: two sides of the same coin June 14, 2018
- Limitation Periods – Not Available to Everyone June 13, 2018
- TFSA and the Non-resident June 12, 2018
- Ageism: An (un)accepted form of discrimination in the workplace June 11, 2018
- Creation of a Testamentary Trust for Purposes of the 21-Year Deemed Disposition Rule June 8, 2018
- And the Estate Goes to… June 6, 2018
- Income Splitting Loans: What’s the Use? June 5, 2018
- Cancer 1: Dementia 0 June 4, 2018
- Estate Planning for Millennials June 1, 2018
- Intrinsic v. Extrinsic Giving May 31, 2018
- Medical Assistance in Dying (MAiD) and Undue Influence May 30, 2018
- Trust and (Mis)Communication in Families May 28, 2018
- Allsorts of Potential Problems with Joint Bank Accounts May 23, 2018
- The Cost of Winning, Sort of…. May 22, 2018
- M.R.R. v. J.M.: Judicial Consideration of Ontario’s New Parentage Rules May 18, 2018
- An Intriguing Will Challenge May 16, 2018
- Gift of securities by executors of a will (continued) May 15, 2018
- Hey You Mother….. May 14, 2018
- Real Property and Probate: Quick Tips and Traps May 11, 2018
- Chapter Two in the Family Farm Saga May 9, 2018
- A Gift is a Gift May 8, 2018
- Have you had your ‘Check Up From the Neck Up*’? May 7, 2018
- Life Insurance Joint Tenants[1] May 4, 2018
- Privacy, the Rule of Law, and Apotex Inc. May 2, 2018
- Senior Caregivers in Canada April 30, 2018
- The Toronto Maple Leafs and “Pour Over” Clauses have something in Common April 27, 2018
- LTCHA Fails to Meet its Mandate for Seniors with Dementia and Responsive Behaviours April 26, 2018
- French Elvis has Left the Building April 25, 2018
- TRUST REPORTING: NEW REQUIREMENTS COMING SOON! April 24, 2018
- Biking Around With Dementia April 23, 2018
- The Tax on Split Income: Round Three April 20, 2018
- Frida Kahlo’s Barbie – Life in Plastic, Not so Fantastic April 19, 2018
- Will Challengers Beware! April 18, 2018
- Clawback of Old Age Security April 17, 2018
- Helping Caregivers Get Ready for Tax Time April 16, 2018
- Resilience in the Face of Adversity April 13, 2018
- Ontario Donation Tax Credits – Proposed Rationalization April 12, 2018
- More than a Suspicion: The Minimal Evidentiary Threshold April 11, 2018
- Executors Remuneration April 10, 2018
- Could There Have Been A Different Outcome? April 9, 2018
- Creating a “Cottage Family” April 6, 2018
- The Show Must Go On? April 5, 2018
- Gift of securities by executors of a will April 3, 2018
- Spring Holidays and Family Get Togethers April 2, 2018
- Assisting Detection of Hospital Acquired Delirium by Informal Caregivers – The Sour Seven March 28, 2018
- RRSP’s and Early Withdrawals. March 27, 2018
- Hospital-Acquired Delirium March 26, 2018
- An Estate Plan for Fido March 23, 2018
- Supreme Court likely to leave Henson Trusts alone March 21, 2018
- Do You Have a BFF? March 19, 2018
- A Trustee’s Duty to Disclose: A Recent Ruling from the SCC March 16, 2018
- Domestic Contracts After Death March 14, 2018
- SPOUSAL SUPPORT AND BEYOND? March 13, 2018
- Supporting Caregivers, One Day At A Time March 12, 2018
- Budget 2018 Extends “Qualifying Family Member” Option for RDSP’s March 9, 2018
- To Kill a Mockingbird, part II March 8, 2018
- Oh, How Convenient March 7, 2018
- To vary or not to vary March 6, 2018
- Crisis in Long Term Care: Thinking About Tomorrow March 5, 2018
- Federal Budget 2018 – Overview of Personal Income Tax Measures March 2, 2018
- Estate Donations for Charities Not Yet Registered March 1, 2018
- Once You Give You Can’t Take Back, Even Though You May Regret It February 28, 2018
- Court Set Asides a Release and Orders a Passing of Accounts February 27, 2018
- Crisis in Long Term Care Continued # 3 February 26, 2018
- Income Splitting Loans and what you should know (and do) prior to April 1, 2018 February 23, 2018
- Consent to Medical Assistance in Dying vs. Withdrawal of Life-Sustaining Treatment February 21, 2018
- What to do when a loved one dies? February 20, 2018
- Death and TOSI Part 2: Spouses February 16, 2018
- Ready to Rumble: Law of Trusts vs. Law of Contracts February 15, 2018
- The Utility (or lack thereof) of Extrinsic Evidence When Interpreting a Will February 14, 2018
- Medical assistance in dying February 13, 2018
- Crisis in our LTC Homes Continued #2 February 12, 2018
- Safe Space: Governance in Action February 9, 2018
- Know Your Client February 8, 2018
- Buying the (Family) Farm? February 7, 2018
- SHAREHOLDER REMUNERATION PLANNING February 6, 2018
- Crisis in Long Term Care February 5, 2018
- No Good Deed Goes Unpunished February 2, 2018
- Charity v. Benevolence February 1, 2018
- Capacity to Contract – The Settlement Edition January 31, 2018
- Estate income entitlement January 30, 2018
- Death and TOSI January 26, 2018
- Capacity Evaluation of an Expressed Choice January 24, 2018
- Post-Death Decline in the Value of RRSP or RRIF: What Happens? January 23, 2018
- January is Alzheimers’ Awareness Month January 22, 2018
- Joint Tenancy and Right of Survivorship January 19, 2018
- Don’t Make a Proprietary Estoppel You Don’t Intend to Keep January 17, 2018
- The winds of change January 16, 2018
- A New Caregiving Benefit January 15, 2018
- New Year, New You? January 12, 2018
- 2017 – Fake News & Fidget Spinners January 11, 2018
- Moving to another Province? Update your Estate Plans January 10, 2018
- Withdrawal of RRSP Over-Contributions After Death January 9, 2018
- A Directed Death January 8, 2018
- The New TOSI Rules from 30,000 Feet January 5, 2018
- 2018: The Year of the Ultimate Limitation Period January 3, 2018
- The Senate Strikes Back? December 29, 2017
- The SDA and Incapacity to Manage Personal Care – Additional Commentary on Limitations in Legislation December 27, 2017
- Powers of Attorney for Property: An In-Depth Review December 22, 2017
- The Litigator’s Holiday Medley December 19, 2017
- Trust Allocations and Gifts to Family Members December 19, 2017
- Holiday Jingle 2018 December 18, 2017
- Your Family Trust Has a Non-Resident Beneficiary December 15, 2017
- Introducing Ziggy- A Caring Companion December 11, 2017
- Sibling Rivalry Over Mother’s Competency December 8, 2017
- Journalism and Charities December 7, 2017
- The Application for the Disability Tax Credit to be Reviewed: Hallelujah! December 5, 2017
- The Message is Loud But Not So Clear December 4, 2017
- The Principal Residence Exemption and Qualified Disability Trusts December 1, 2017
- What’s more American than a Norman Rockwell painting – perhaps a Court hearing? November 30, 2017
- The SDA and Incapacity to Manage Personal Care – Another Example of a Limitation In Legislation November 29, 2017
- TFSAs and the Non-resident November 28, 2017
- Determining Capacity. They Actually Have An App For That! November 27, 2017
- Henson Trusts Revisited November 24, 2017
- Some American Thanksgivng Day Advice November 23, 2017
- Estate and Trusts with Foreign Properties and/or Transactions: Update on Reporting Implications November 21, 2017
- November is Make A Will & Power of Attorney Month November 20, 2017
- Another Sibling Rivalry Gone Awry November 17, 2017
- Spend-down Charitable Funds November 16, 2017
- Curtailing Frivolous Will Challenges November 15, 2017
- Canada Pension Plan Survivor Benefits November 14, 2017
- Ontario’s Plan For Us To ‘Age With Confidence’ November 13, 2017
- Occupation of the Principal Residence held in an Alter Ego Trust November 10, 2017
- Rest in Peace (or at least in bits and bytes) November 9, 2017
- So, you want to be an Executor – Take Heed! November 8, 2017
- Estate Planning – A Lesson in Communication November 7, 2017
- Lest We Forget November 6, 2017
- New Amendments to the Principal Residence Rules Relating to Trusts November 3, 2017
- Gifting Personalty November 2, 2017
- You can’t gift what you don’t have November 1, 2017
- Joint accounts – the good and the bad October 31, 2017
- The Role Played by the Family Caregiver October 30, 2017
- Robert and Signe McMichael’s Complicated Legacy October 26, 2017
- Lost Wills – More Complicated than Losing Your Keys October 24, 2017
- Contributor/settlor Taxable Income and T3 Reporting Requirements October 24, 2017
- Can We Prevent Elder Abuse? October 23, 2017
- Latin Terms, “Per Stirpes” and “Per Capita”, Still Present in Wills October 20, 2017
- The Living Hands that Control the Graves October 17, 2017
- 55(2) and Pipeline Planning October 17, 2017
- Technology Aids and Aging At Home October 16, 2017
- Enhancing the Succession Process – Engaging a Family Business Facilitator October 13, 2017
- A True Heartbreaker October 12, 2017
- Death Starts the Clock Ticking on the Limitation Period for Contribution and Indemnity Claims October 11, 2017
- Individual Pension Plans Revisited October 10, 2017
- Succession Planning October 6, 2017
- Protecting Charitable Interests October 5, 2017
- Removing an Joint Attorney for Property: A High Evidentiary Threshold October 4, 2017
- Private Company Tax Proposals October 3, 2017
- The Randomness of Life October 2, 2017
- Further Reform Needed to Support Disability Benefits Recipients September 29, 2017
- The HCCA and Presumption of Capacity to Consent to Treatment; Principled but Flawed September 27, 2017
- Control in the Valuation of Business Interests for Estate Planning September 26, 2017
- September is Alzheimer’s Awareness Month September 25, 2017
- “Unlucky But Not Unfair” September 22, 2017
- Taming the Cottage Gremlins with a Non-Profit Organization September 21, 2017
- CourtCalling The Bar September 20, 2017
- Transfer of corporate-owned life insurance September 19, 2017
- Death, Loss and Hope For Another Year September 18, 2017
- Canadian Snowbirds Buying U.S. Property September 15, 2017
- The Endowment Effect September 14, 2017
- What Will your Will Say? Part II September 13, 2017
- Will Planning for Beneficiaries September 12, 2017
- The Balancing Act Continues September 11, 2017
- Morneau Stands Firm on Tax Proposals September 8, 2017
- Schizophrenia in Late Life and Impact on Decision-Making Capacity September 6, 2017
- Alter Ego Trusts, The Deemed Disposition, and Spousal Rollovers September 1, 2017
- Locking-in Your Family’s Inheritance – a Matter of “Trust”? August 30, 2017
- GIFTS – Some Additional Thougths August 29, 2017
- Young Carers and Back to School August 28, 2017
- The Ontario Estate Information Return – An Estate Trustee’s Nightmare August 25, 2017
- The Art Collector and the Tax Deal August 24, 2017
- Principal residence exemption and fire loss August 22, 2017
- What Gets Your Spidey Sense Tingling? August 21, 2017
- The Honour of Being Named a Trustee? August 18, 2017
- A Brief Review of Solicitor’s Negligence August 16, 2017
- Valuators – 2018 Might be a Very Good Year August 15, 2017
- A Good Life & A Good Death August 14, 2017
- Advertising for Creditors Just Became Easier in Ontario…Officially! August 11, 2017
- Fair Tax Plan is Not Fair August 9, 2017
- Pre-Conception Parentage Agreements August 4, 2017
- How to Donate Art August 3, 2017
- For Whom the Bells Toll: It Tolls for Family Trusts? August 1, 2017
- Alternative Level of Care- Take 2 July 31, 2017
- More from the CRA on Survivor Payments from TFSAs July 28, 2017
- Consolidate, for Efficiency’s Sake! July 26, 2017
- Capacity Assessments and Biases to Beware of July 25, 2017
- Have You Been Scammed Lately? July 24, 2017
- Government Targets Tax Planning for Private Companies July 21, 2017
- An XS-Cessive Inheritance July 20, 2017
- The Principal Residence Exemption: Can you Divide and Conquer? July 18, 2017
- CCAC & Patients First- Bill 41 July 17, 2017
- Under what Circumstances can an Insurer Deny Payment of a Death Benefit to a Beneficiary under a Life Insurance Policy? July 14, 2017
- My Best Interests, and Yours Too? July 12, 2017
- Family trust and double tax July 11, 2017
- A Terrific Bday Gift- A Dementia Strategy July 10, 2017
- The New Surrogacy Rules in the Children’s Law Reform Act July 7, 2017
- The National Gallery of Canada’s Purpose July 6, 2017
- Who is Your Substitute Decision-Maker? July 5, 2017
- Estate Planning – Can You Just Give Some of it Away? July 4, 2017
- “Survivor Payment” from a TFSA to a Spouse who was not the Designated Beneficiary June 30, 2017
- Exporting Canadian Art June 29, 2017
- Sorry, you’re not invited June 28, 2017
- Voluntary disclosures – changes are coming! June 27, 2017
- Appointing a Continuing Power of Attorney for Property to Family vs. Statutory Guardianship; which is truly better? June 26, 2017
- Ontario’s Non-Resident Speculation Tax June 23, 2017
- Estates Administration Act Thwarts Dependant Support Claim June 21, 2017
- The Prescribed Rate is About to Change – for Real this Time? June 20, 2017
- Yesterday I watched the US Open & Thought About My Dad: Father’s Day- Take 2 June 19, 2017
- Tidbits from the CRA June 16, 2017
- The Society of Trust & Estate Practitioners (STEP) Annual Conference June 15, 2017
- Triumph of the Trustee Act June 14, 2017
- Old Age Security Clawback – Grossed-Up vs Actual Dividends June 13, 2017
- Keeping Memories Alive June 12, 2017
- The New Parentage Rules in the Children’s Law Reform Act June 9, 2017
- Returning a gift after 36 years June 8, 2017
- What Will Your Will Say? June 7, 2017
- JOINT TENANCY AND PROBATE AVOIDANCE – A QUICK REVISIT June 6, 2017
- Elder Orphans June 5, 2017
- Caution Required: Gift by a Graduated Rate Estate of a Capital Interest in a Residual Trust June 2, 2017
- Knowledge: The Inheritors’ Perspective June 1, 2017
- You Shall be Released May 31, 2017
- Gift returned receipt required May 30, 2017
- Family Meetings and Power of Attorney for Personal Care May 29, 2017
- The Psychology of Decision Making by Attorneys for Personal Care – What You Won’t Learn in the Substitute Decisions Act (SDA) May 26, 2017
- Multiple Wills – the West Coast version May 25, 2017
- The Law Commission of Ontario Seeks Public Consultation May 24, 2017
- TAXATION OF DEPRECIABLE PROPERTY TRANSFERS INVOLVING TRUSTS May 23, 2017
- Separation and Divorce: Implications May 19, 2017
- A Statue in the Wrong Square May 18, 2017
- When is a Minor a Major or Super Minor and What Does it Mean? May 17, 2017
- Principal residence and the change in use May 16, 2017
- Going Gently Into The Good Night May 15, 2017
- The Intersection between Family Law and Estates Law May 12, 2017
- Hidden treasure leads to hidden problems May 11, 2017
- Court of Appeal Limits Dependant Support Claw Back May 10, 2017
- DEATH BENEFITS: CAN THEY BE APPLIED TO THE INCORPORATED OWNER-OPERATOR? May 9, 2017
- The Latest Census Data: 2016 May 8, 2017
- Government Addresses an Unintended Consequence of the All Families Are Equal Act May 5, 2017
- Promises, Promises…or is that Expectations, Expectations? May 4, 2017
- Friends Helping Friends – Then Forgetting About It May 3, 2017
- OFFSHORE ESTATE PLANNING AND MONEY TRANSFERS: A WORD OF CAUTION May 2, 2017
- Suicide and Seniors May 1, 2017
- Court of Appeal on Executor Removal in Cases of Conflicts of Interest April 28, 2017
- The Ten D’s of Geriatric Psychiatry April 27, 2017
- Advance Directives and Medical Assistance in Dying April 26, 2017
- Application of Attribution Rules to T1135 Reporting April 25, 2017
- Getting Back to Basics: The Carer’s Lexicon April 24, 2017
- Making Effective Distributions of Estate Taxable Income Tax April 21, 2017
- Donation Tax Credit Mismatch April 20, 2017
- Death of taxpayer – timing of the final return April 18, 2017
- Holidays and Family Traditions April 17, 2017
- Tontine – an ‘old’ annuity idea re-visited April 13, 2017
- Estate Trustee Awarded Costs for Unnecessary Passing of Accounts April 12, 2017
- QUALIFIED DISABILITY TRUST (“QDT”): HOW TO FILE A JOINT ELECTION? April 11, 2017
- An Innovative Dementia-Friendly Community April 10, 2017
- Budget 2017 – Ecological Gifts Program April 7, 2017
- You can’t wear two pairs of shoes at a time April 6, 2017
- Summary Judgment Motions and Fraudulent Concealment April 5, 2017
- Taxpayers have rights too! April 4, 2017
- Thank a Family Caregiver April 3, 2017
- The New World of Posthumous Conception March 31, 2017
- Endowments and Perpetuity March 30, 2017
- Can a Drunk Clearly Consent? March 29, 2017
- CHARITABLE GIFTS AND GRADUATED RATE ESTATE DESIGNATIONS: CAN YOU GIFT BEFORE YOU DESIGNATE March 28, 2017
- How This Budget Cares March 27, 2017
- Estate Lawyers: Did our Invitation Get Lost in the Mail?! March 24, 2017
- Who wants to live forever……………through a digital bot version of themselves? March 23, 2017
- Is Probate Required To Appear Before Tribunals? March 22, 2017
- Do I need to apply for a trust account number? March 21, 2017
- The Times Are A Changing and Our Laws & Policies Should Too March 20, 2017
- Fresh From the Ontario Court of Appeal: A Curious Case of “Just” Enrichment March 17, 2017
- Demonetization – Dreams Become Nightmares March 16, 2017
- LCO Releases Report on Capacity, Decision-making and Guardianship Laws March 15, 2017
- Unrealized Capital Gains: Take Action Now? March 14, 2017
- What Does A Healthy Meal Cost? March 13, 2017
- The 21-Year Deemed Disposition Rule March 10, 2017
- Does Donor Recognition Create Obligations? March 9, 2017
- Dementia does not Preclude Testamentary Capacity March 8, 2017
- Dementia Solutions from DementiaHack March 6, 2017
- The New Principal Residence Rules and the QDT March 3, 2017
- More Tales From the Field March 2, 2017
- Limited Retainers, Lawyer Liability and Limitation Periods March 1, 2017
- Capacity Issues – who are you going to call? February 28, 2017
- Saying good bye publicly and privately to a remarkable woman. February 27, 2017
- Testamentary Letter of Wishes- Part 2 February 24, 2017
- I Know I Put it Somewhere. February 23, 2017
- Issue Estoppel – Stopping a Second Kick at the Can February 22, 2017
- Estate Distributions February 21, 2017
- Digital Estate Planning – Part 1: Digital Assets: to Preserve or Destroy February 17, 2017
- Approving Donor Recognition February 16, 2017
- Medical Emergency Cards – A Logical Follow-up to POAPCs February 15, 2017
- Multiple testamentary trusts for tax purposes: Are they always treated as one? February 14, 2017
- 6 Big Ideas, “Better Now” by Dr. Danielle Martin February 13, 2017
- Obtaining Administration Bonds Versus Dispensing with Administration Bonds February 10, 2017
- Guardianship Decisions – The Sequel February 9, 2017
- Dismal Results for Dreadful Estate Trustee February 8, 2017
- GAAR and 21-year rule planning February 7, 2017
- Let’s Talk About Mental Illness February 6, 2017
- Multiple Wills: Part 4 February 3, 2017
- And the Oscar goes to……….. February 2, 2017
- POA for Property: A Marriage Sometimes Not Made in Heaven! February 1, 2017
- TAX FREE ROLLOVER “WRINKLES” January 31, 2017
- Ontario’s Dementia Strategy and A DementiaHack! January 30, 2017
- Testamentary Letters of Wishes – Part 1 January 27, 2017
- Ðo STARs appear bigger in the Caribbean? January 26, 2017
- Replacing an Estate Trustee January 25, 2017
- Settlement Payments Determinable After Death January 24, 2017
- Dementia in Canada: Developing A National Strategy for Dementia-friendly Communities January 23, 2017
- Will Challenges and the Well – Acquainted Lawyer January 20, 2017
- Estate Donations = Faster Distributions January 19, 2017
- Appeal Court: Fraudulent Concealment Stopped the Clock January 18, 2017
- 7th Annual Trustee Investment Review January 18, 2017
- RRIF rollovers and grandchildren. January 17, 2017
- Mutual Wills versus Reciprocal Wills January 13, 2017
- Welcome to the new All About Estates! January 11, 2017
- CPP Death Benefit January 10, 2017
- Until Death Do Us Part- or until we need provincially funded care in a LTC January 9, 2017
- MULTIPLE WILLS: PART 3 January 6, 2017
- The Estate Donation Loop January 5, 2017
- No limitation period for attorney compensation January 4, 2017
- When is a Settlement Considered Binding and Enforceable? December 30, 2016
- Bittersweet Holidays December 29, 2016
- Videographers Beware December 28, 2016
- VERY MODERN FAMILY PROBLEMS FOR “MODERN FAMILY” ACTRESS – DO FROZEN EMBRYOS’ HAVE RIGHTS? December 23, 2016
- Holiday Jingle December 22, 2016
- End of Life Decisions: A Legal Perspective December 21, 2016
- Taxable Income of an Estate: Can it be Distributed? December 20, 2016
- MULTIPLE WILLS: PART 2 December 16, 2016
- Looking back and planning ahead December 15, 2016
- The Case of the $30,000 Scrapbooks December 14, 2016
- Registered Disability Savings Plan Rollover – Or Not December 13, 2016
- TO ADVERTISE, OR NOT TO ADVERTISE – THAT IS THE BLOG FOR TODAY December 9, 2016
- Saying ‘see you soon rather than goodbye’ December 8, 2016
- TAX FREE ROLLOVERS: DIVORCE AND DEATH – NOT A GOOD MIX December 6, 2016
- Time Matters in Philanthropy December 5, 2016
- Charitable Donation Tax Credits – When Can They Be Utilized? December 2, 2016
- A Place To Call Home December 1, 2016
- Credibility is in the Eyes of the Judge November 30, 2016
- The OPGT and the Case of the Missing Estate Trustee November 29, 2016
- Winter is Coming November 28, 2016
- Principal Residence Exemption and Trusts November 25, 2016
- Turkey, Tradition and Dementia November 24, 2016
- Postponed Power of Attorney for Property and Unforeseen Consequences November 23, 2016
- Stock options held at death November 22, 2016
- Do you know any Jay Walkers? November 17, 2016
- Must an estate pay for a charitable pledge by the deceased? November 16, 2016
- TFSA’s – a refresher on the Rules November 15, 2016
- Estate Donations & Non-Qualifying Securities November 14, 2016
- Tax Deferral Opportunity for CCPC Business Sales is Closing Soon November 11, 2016
- Cracked: New Light on Dementia November 10, 2016
- Trust distribution of Property November 8, 2016
- Tomorrow is Election Day in the U.S. November 7, 2016
- Testamentary Trusts – Are they Dead? November 4, 2016
- Caring for Caregivers- Survey Says…….. November 3, 2016
- University’s Decision on Spending $4 Million Bequest from Frugal Donor is Controversial, Fully Permissible November 2, 2016
- LATE FILED ELECTION TO SPLIT PENSION INCOME November 1, 2016
- PASSING OF ACCOUNTS – PART II “HOW IS IT DONE?” October 31, 2016
- Registered Disability Savings Plans – Don’t Overlook Them! October 28, 2016
- The 1870 Test for Testamentary Capacity: time for an update October 27, 2016
- Don’t Look a Gift House in the Mouth October 26, 2016
- Splitting Pension Income in Case of Death October 25, 2016
- Combination Gift Plans October 24, 2016
- NEW TAX MEASURES RELATED TO DISABILITY PLANNING October 21, 2016
- Living Fully Before Dying October 20, 2016
- Who Needs Tickets? October 19, 2016
- ATTRIBUTION RULES AND PLANNING REVISITED October 18, 2016
- Estate Planning & Organ Donation October 17, 2016
- SALE OF YOUR PRINCIPAL RESIDENCE BY INDIVIDUALS BUT NOT TRUSTS October 14, 2016
- Preparing for all of life’s transitions with equal fervour October 13, 2016
- “Intergenerational Living: Free Rent for Students and Socialization for the Elderly” October 12, 2016
- There is no place like home – time to report it! October 11, 2016
- “Failing to Plan is Planning to Fail” October 7, 2016
- Please Pass The Gravy October 6, 2016
- Court of Appeal Confirms New Approach to Costs in Estate Litigation October 5, 2016
- DISABILTY TAX CREDIT CERTIFICATE: WHO CAN CERTIFY? October 4, 2016
- The Feeling Wasn’t Mutual – Tibble v. Edison International October 3, 2016
- How are RESPs Dealt with in Equalizing Net Family Property? September 30, 2016
- Family Conversations and Broken Telephone September 28, 2016
- Vulnerability to Undue Influence September 28, 2016
- Estate beneficiary of an inter-vivos trust September 27, 2016
- Life Insurance Gifts Restructured September 26, 2016
- MULTIPLE WILLS: PART 1 September 23, 2016
- Demystifying the ‘D’ word…… September 22, 2016
- Is a gift in a will to a fake name valid? September 21, 2016
- Post Mortem Pipeline Planning – Business Continuity September 20, 2016
- Where do you look for an original Will and what do you do if you cannot find it?? September 19, 2016
- JOINT AND SEVERAL LIABILITY FOR TAXES September 16, 2016
- “Looking for a student to live in with my elderly mother in exchange for free room and board. Light care duties only” September 15, 2016
- Robots are Judging You September 13, 2016
- Clearance certificates September 13, 2016
- A Chocolate Covered Trust Company September 12, 2016
- Medical Assistance in Dying – Where Are We Now? September 9, 2016
- What does ‘Alternative Level of Care’ mean? September 8, 2016
- Family feuds, horse-drawn carriages, vintage automobiles, and brotherly love gone stale September 7, 2016
- CAPITAL DIVIDEND ACCOUNT ELECTIONS AND THE DATE GONE WRONG? September 6, 2016
- JOINT ASSETS: APPRECIATING COMPLEXITY September 2, 2016
- Sharing the Caring September 1, 2016
- Did fraudulent concealment stop the clock? August 31, 2016
- More on Graduated Rate Estates August 30, 2016
- Community-based Scholarships August 29, 2016
- My First Experience with Medical Assistance in Dying (MAID) August 26, 2016
- Where do our taxes go? August 25, 2016
- A Gift or not a Gift? That is the Question August 24, 2016
- TRUST INSTALLMENT REQUIREMENTS, INTEREST AND PENALTIES August 23, 2016
- PASSING OF ACCOUNTS – PART I “WHAT DOES IT MEAN and WHY IS IT NECESSARY?” August 22, 2016
- MYTHS, MYTHS AND MORE MYTHS – WHAT’S THE REALITY? August 19, 2016
- Getting Around Town August 18, 2016
- Despite a Messy Fight Over a Billionaire’s Capacity, Succession Planning Still Essential August 17, 2016
- Filing obligation for 75(2) trust August 16, 2016
- Decease and Assist August 15, 2016
- Once a Qualifying Spousal Trust, Always and Qualifying Spousal Trust – and a Note on Deathbed Holograph Wills August 12, 2016
- Elder Abuse August 11, 2016
- 1993: Good Year for Baseball – Bad Year for Litigation August 10, 2016
- Determining the CAPITAL DIVIDEND ACCOUNT BALANCE: no longer a shot in the dark? August 9, 2016
- Deaccessioning Donations of Art August 8, 2016
- SECTION 13 APPLICATIONS August 5, 2016
- Gone Missing….. August 4, 2016
- Challenging a loved one’s Will? You’re gonna need evidence August 3, 2016
- Delay in final distribution from spousal trust August 2, 2016
- Mother and Daughter Joint Tenancy Gone Awry July 29, 2016
- Pouring Ice Over Your Head Leads To New Gene Discovery for ALS July 28, 2016
- Testamentary Capacity and Insane Delusions July 27, 2016
- Principal Residence Exemption and some of the “What if’s” July 26, 2016
- Satisfaction or Your Money Back (And Not a Cent More) – Felty v. Ernst & Young LLP July 22, 2016
- News Flash: ‘Ontario provides $100 million for homecare clients and their caregivers’ July 21, 2016
- Parenticide Prevents a Beneficiary from Receiving Under a Will July 20, 2016
- Income allocated by a US trust July 19, 2016
- Will Drafting Ideas From a Different Perspective July 18, 2016
- THE PREFERRED BENEFICIARY ELECTION July 15, 2016
- “The Fundamentals of Caring” July 14, 2016
- When Business Agreements Masquerade as Trusts July 13, 2016
- PRINCIPAL RESIDENCE EXEMPTION AND BENEFICIAL OWNERSHIP – AN UPDATE July 12, 2016
- Legacy Alive: G.U. Pope in Tamil Nadu July 11, 2016
- What do all of: Facebook, Linked-In, I-Tunes, Bitcoins, have in common? July 8, 2016
- Your mom is being discharged….tomorrow. July 7, 2016
- It is Not My Deed: How a Party Can Void a Trust Agreement July 6, 2016
- Post Mortem Pipeline Planning – Good Things Come to Those Who Wait July 5, 2016
- Happy Independence Day ! July 4, 2016
- Feelings not enough in cottage fight June 30, 2016
- What Can One Do About a Senior’s Decision to Live Alone at Home ‘Unsafely’? June 29, 2016
- SHARES ISSUED FOR NOMIMAL CONSIDERATION: BE WARY OF VALUATION June 28, 2016
- Estate Trustee During Litigation – A Refresher from the STEP 2016 National Conference June 27, 2016
- Can an executor act as a witness to a Will? June 24, 2016
- The Force is Ageing June 23, 2016
- When Will the Court Order an Estate Trustee to Pass his/her Accounts? June 22, 2016
- Principal residence exemption – renting to a child June 21, 2016
- Serving the Charitable Purpose June 20, 2016
- QDT’S AND THE PREFERRED BENEFICIARY ELECTION June 17, 2016
- Granny Dumping- continued…. June 16, 2016
- A Wealth of Information for Trust & Estate Professionals June 15, 2016
- INCOME FROM A U.S. TRUST: CAN IT EVER BE TREATED AS DIVIDEND INCOME? June 14, 2016
- Another Deadline Passes – The Continuing Saga of Bill C-14 June 13, 2016
- QUALIFYING SPOUSAL TRUSTS – A CAUTION REGARDING PAYMENT OF LIFE INSURANCE PREMIUMS June 10, 2016
- ‘Baby boomers under 75 set to inherit $750 B in next decade’- CIBC June 9, 2016
- Motion to Approve Settlement – A Fine Balance June 8, 2016
- Principal Residence – Duplex or Intergenerational House June 7, 2016
- Incenting From Beyond the Grave!! June 6, 2016
- Attendant care payments June 3, 2016
- Correcting a Mistake in a Will – What did the Testator Intend June 3, 2016
- What if I can’t spell ‘WORLD’ backwards? June 3, 2016
- 21 x 3 = confusion June 3, 2016
- Mutual Wills – May Require Less than You’d Think June 3, 2016
- “‘Tis better to have loved and lost than never to have loved at all” -Alfred Lord Tennyson June 2, 2016
- Deceased’s Will So Hateful it is Suspicious June 1, 2016
- ESTATE PLANNING REFRESHER: TRANSFER OF LIFE INSURANCE May 31, 2016
- Are Charities Second-Class Beneficiaries? May 30, 2016
- A Beneficiary By Any Other Name May 27, 2016
- There is no place like home. May 26, 2016
- A Failure to Compensate: What is a Quantum Meruit Claim and How Can It Be Proven in Court? May 25, 2016
- CANADIAN RESP – IS THIS A GOOD ASSET FOR A US TAXPAYER May 20, 2016
- Keith’s Life Interrupted- Part 2 May 19, 2016
- Does the Timing of their Father’s Death Disinherit Them? May 18, 2016
- PERSONAL TAX SYSTEM FOR SENIORS: A PERSPECTIVE FROM THE CRA May 17, 2016
- DNR Order Confirmation Form – A Directive is Not Enough May 16, 2016
- Top 10 things to know about dealing with estate beneficiaries May 16, 2016
- A Day Like Any Other….Life Interrupted May 12, 2016
- “The Nest” – Not Your Typical Book Review May 11, 2016
- Canada Revenue Agency cheques – who knew? May 10, 2016
- Sumner and National Amusements May 9, 2016
- ‘It’s Not If You Will Be A Caregiver, But When’* May 5, 2016
- Application For Directions – Breaking The Impasse May 4, 2016
- Provincial residency of a Trust May 3, 2016
- Strangers in Family Foundations May 2, 2016
- I’LL GET TO MY WILL ON ANOTHER DAY… April 29, 2016
- Tax Time Tips April 28, 2016
- Carter v Canada: The prudent position of the Federal Government on mental illness April 28, 2016
- Passing of Accounts – Delay and Lost Rent April 27, 2016
- RESP’s – A couple more wrinkles on EAP’s and AIP’s April 26, 2016
- Comprehensive Advice for Executors April 25, 2016
- Pension Beneficiary Designations – Don’t Forget the Tax! April 22, 2016
- Palliative Care- a new name is needed April 21, 2016
- Costly Cottage Dispute – $403,174.85 in Legal Costs Sought in Dispute Over $300,000 Cottage April 20, 2016
- Managing the 2015 tax year liability and when to make the payment April 19, 2016
- What happens when you put a ring on it? April 18, 2016
- AUTOMATIC-ISH VESTING OF REAL PROPERTY April 15, 2016
- A few doctors you may want to get to know April 14, 2016
- Divisional Court agrees life insurance policy part of estate April 13, 2016
- ESTATE FREEZES AND CORPORATE ATTRIBUTION RULES: A QUICK REFRESHER April 12, 2016
- Rethinking Testamentary Charitable Remainder Trusts April 11, 2016
- UNCLE SAM’S REACH CONTINUES – THIS TIME POTENTIALLY TO YOUR ABILITY TO TRAVEL April 8, 2016
- Long distance caregiving challenges April 7, 2016
- The Clock Ran Out On This Will Challenge April 6, 2016
- Care expenses paid to a retirement home April 5, 2016
- coffee, dark chocolate and red wine April 4, 2016
- The 2016 Federal Budget and Personal Wealth Planning April 1, 2016
- Provincial Family Caregiver Day March 31, 2016
- No Right to Compel a Will be Proven in Solemn Form March 30, 2016
- How Will Capacity to Consent to Physician Assisted Death Align with Ontario Policy on End-of–Life Decision-Making? March 28, 2016
- Good news on the aging brain March 28, 2016
- How Many Social Workers Do You Know? March 24, 2016
- “Net Value” and the Spouse’s Preferential Share On An Intestacy March 23, 2016
- TRANSFER OF PROPERTY FROM PERSONAL TRUST TO BENEFICIARY March 22, 2016
- When Charities Die March 21, 2016
- NOT ALL RDSPs ARE CREATED EQUAL March 18, 2016
- Strengthening Caregiving in Challenging Times March 17, 2016
- Challenging Will Challenges – Can they be estopped? March 16, 2016
- Calendar year for testamentary trusts March 15, 2016
- Recognize, Reject and Report! March 14, 2016
- MEANING OF SPOUSE March 11, 2016
- A Caregiver’s Grief March 10, 2016
- Court of Appeal Upholds Testamentary Freedom March 9, 2016
- CAPITAL DIVIDENDS FROM A TRUST TO NON-RESIDENTS – TAX ISSUES March 8, 2016
- Don’t let inheritance issues tear your family apart March 7, 2016
- Compassionate Care Benefits- Update March 3, 2016
- A New Cause of Action or Clarifying an Existing Action? Amendments to Pleadings and Limitation Periods March 2, 2016
- Credit given for improvement costs funded by beneficary where property owned by a trust March 1, 2016
- THE RECOVERY TAX BLUES February 26, 2016
- Capacity to execute a Will or POA: “Who and why” may be more important than “what” February 25, 2016
- INCOME FROM TRUST – WHEN PAYABLE IS NOT PAID February 23, 2016
- Newly Released RDSP Circular February 19, 2016
- Planning For The ‘Unknown’. February 18, 2016
- Sale of Ferrari Highlights an Estate Tax Avoidance Method February 17, 2016
- Leap Year and the Tax Filing Deadline February 16, 2016
- BEWARE OF HIDDEN TAX CONSEQUENCES February 12, 2016
- Seniors Do Have Sex February 11, 2016
- Court Guidelines for Physician Assisted Death February 10, 2016
- RESIDENCY OF A TRUST – A QUESTION OF MANAGEMENT AND CONTROL II: A View from the CRA Bridge! February 9, 2016
- Survival Skills: Testamentary Style February 8, 2016
- CRA Commentary on 74.4(2) Planning and Dividend Payments February 5, 2016
- The Giving Tree Becomes The Dying Tree February 4, 2016
- Support, Divorce, and Insolvency February 3, 2016
- Income amount payable to a beneficiary February 2, 2016
- Technology and hard drives February 1, 2016
- Welcome Expansion on Charities Investing in Limited Partnerships January 28, 2016
- Let’s Talk- About Mental Health January 28, 2016
- Consent for Treatment and Conflicts between Substitute Decision Makers: Options for Resolution January 27, 2016
- STATUTE-BAR ASSESSMENTS AND RELIANCE ON OTHERS January 26, 2016
- 60 Months: Estate Donations Revised January 25, 2016
- CONFIRMATION OF CAPITAL DIVIDEND ACCOUNT ADDITION WHERE CAPITAL GAINS INCLUSION RATE FOR A CHARITABLE GIFT IS ZERO… AND A LIGHTER NOTE January 22, 2016
- The ‘Sister Act’ January 21, 2016
- Which Comes First: Preferential Share or Mortgages? January 19, 2016
- Spousal trust and life insurance January 19, 2016
- 2015 Was a Year for Canadian Investors to Forget January 18, 2016
- FLYING SOUTH FOR THE WINTER January 15, 2016
- When the Best of Intentions becomes Financial Abuse January 14, 2016
- Are unequal bequests in wills becoming more common? January 13, 2016
- DYING INTESTATE AND TAX FILINGS January 12, 2016
- Estate Donations of Art January 11, 2016
- Is it time to review your Will? January 8, 2016
- Where there’s 41 million wills, there’s a way January 6, 2016
- Charitable Donations by Graduated Rate Estates – Substituted Property January 5, 2016
- May I help you…with that resolution? January 4, 2016
- Looking back, looking forward December 30, 2015
- Family Caregiver Holiday Jingle December 29, 2015
- No Second Chance to Replace Estate Trustee December 28, 2015
- Seasons Greetings & Shortbread December 23, 2015
- Family Holiday and Family Strife – Kissing Cousins? December 22, 2015
- CAN AN EDUCATIONAL ASSISTANCE PAYMENT BE MADE TO A DECEASED PERSON USING THE SIX MONTH Extension PROVISION CONTAINED IN THE INCOME TAX ACT December 21, 2015
- OHH, IT’S BEGINNING TO LOOK A LOT LIKE…YEAR END December 18, 2015
- Thank you to our caregivers December 17, 2015
- A fond farewell December 16, 2015
- Chan and Zuckerberg’s Post-Charity Initiative December 15, 2015
- Empathy and Advocacy December 14, 2015
- INCOME DISTRIBUTIONS AND CHARITABLE GIVING AND THE NEW PERSONAL TAX RATES December 11, 2015
- Family Matters December 10, 2015
- The Hidden Patient December 9, 2015
- Update on End of Life December 8, 2015
- Famous for Multiple Reasons December 7, 2015
- Acting as (Unofficial) Attorney for Property December 4, 2015
- U. S. Estate Tax Closing Letter December 3, 2015
- LEGACY DOUBLE DOUBLE December 2, 2015
- Dec 1= Winter is Coming December 1, 2015
- The Virtual Estate November 30, 2015
- I will survive, then again, you may survive November 27, 2015
- Pre-Death POA Disputes November 26, 2015
- Definition of a personal trust November 25, 2015
- Tis the Season For Giving – Encouraging CRA Commentary for Charitable Giving by Spouses November 24, 2015
- Please Pass The Gravy November 23, 2015
- Home Care Reform November 20, 2015
- Private Foundation Continuity November 19, 2015
- How should we define “Geriatric”? certainly not age 65! November 18, 2015
- Philadelphia Phillies Co-Owner in Family Feud Over Trust Funds November 17, 2015
- More on Graduated Rate Estates November 16, 2015
- ROLLOVERS TO AN RDSP November 13, 2015
- Health Navigation Needed November 12, 2015
- International Couples, Beware! November 11, 2015
- A More Eloquent Way to Say ‘Make a Will’ November 10, 2015
- Power of Attorney Terminated Despite No Misconduct November 9, 2015
- Unborn children and the 24 month capital gain exemption test November 6, 2015
- ONCA Considers: Trust Funds for “Use” of a Discretionary Beneficiary – Is Accumulating Wealth a “Use”? November 5, 2015
- Doing Things Differently November 4, 2015
- New Tax Rules to Hyphenate Estate Litigation – a Defacto “36 month limitation period”? November 3, 2015
- Older clients and capacity – what financial advisors should know November 2, 2015
- Gifting and Incapacity – A Cautionary Tale October 30, 2015
- Graduated Rate Estates: Does the 36 month rule mean a maximum of 3 taxation years? October 29, 2015
- OWNERSHIP OF FOREIGN PROPERTY October 28, 2015
- Finding the balance……. October 27, 2015
- Nobel Peace Prize’s Breach of Trust? October 23, 2015
- Privacy Rights, Public Access and Sealing Orders October 22, 2015
- Testamentary Capacity and Lewy Body Dementia October 21, 2015
- Principal residence and co-ownership (continued) October 20, 2015
- Today is Election Day – Don’t Forget to Vote! October 19, 2015
- Financial Literacy, part 2 October 16, 2015
- LIFE … Death & Taxes October 15, 2015
- Financial Literacy & Protecting Seniors October 14, 2015
- Insurance Policies, Separation Agreements, and Death October 13, 2015
- Infant Beneficiary of a Family Trust and the Capital Gains Exemption October 9, 2015
- QUALIFIED DISABILITY TRUSTS October 8, 2015
- A new take on the ‘granny suite’ October 7, 2015
- National Senior’s Day October 6, 2015
- Unpacking the Past October 5, 2015
- POA versus Executor Compensation October 2, 2015
- Principal residence and Co-Ownership October 1, 2015
- MORE GUIDANCE ON GRADUATED RATE ESTATES September 30, 2015
- Prayer and Hope for Another Year September 29, 2015
- Animal Rights and The Cycle of the Moon September 28, 2015
- Donations involving Private Company Shares & Real Estate September 25, 2015
- Can Alzheimer’s Patients Consent to Care Without Speaking? September 24, 2015
- Tenants in Common – A Difficult Sell September 23, 2015
- CRA Collections: Dealing With Some of the Myths September 22, 2015
- NEW EATA FAIRNESS BILL September 21, 2015
- Home Care is an Election Issue September 18, 2015
- Consultation Survey September 17, 2015
- Huguette Clark’s estate – its not over. September 16, 2015
- Assessing a Lawyer’s Accounts September 15, 2015
- RRSP transfers after death September 14, 2015
- WARM AIR IS NOT A MEDICAL SERVICE September 11, 2015
- The Older Claimant September 10, 2015
- Entitlement to apply for a passing of accounts September 9, 2015
- Millions of Wills now online at Ancestry.com September 7, 2015
- Executor Compensation – The Last Chapter September 4, 2015
- RESIDENCY OF A TRUST – A QUESTION OF MANAGEMENT AND CONTROL September 3, 2015
- TRUSTEE DISCRETION PART I September 2, 2015
- Caring and Paying in 2 Directions September 1, 2015
- Donations of Existing Life Insurance Policies August 28, 2015
- Suicide notes and holograph Wills November 3, 2014
- Philanthropic Ghosts October 31, 2014
- Testamentary Freedom & The Charter of Rights and Freedoms October 30, 2014
- Valuations for estate planning arrangements and tax disputes. October 29, 2014
- LEAVING QUEBEC? DON’T FORGET TO PACK YOUR NOTARIAL WILL October 28, 2014
- Legal Capacity, Decision-making and Guardianship October 27, 2014
- Elder Care Planning October 24, 2014
- Elder Abuse – helping to spread the word October 23, 2014
- Mandatory Mediation – A Binding Success October 22, 2014
- ‘Ralph the Programme Guy’ (part 2) October 21, 2014
- What are the Tax Consequences of Disclaiming or Releasing an Interest in a Trust? Part 1 October 20, 2014
- Ralph, the Programme Guy October 17, 2014
- New Intestacy Rules in the UK October 16, 2014
- A Business Succession Success Story October 15, 2014
- Who Pays the Legal Costs of a Dependant’s Relief Claim? October 14, 2014
- Tax Treatment of Monetary Inheritances October 10, 2014
- SEPARATED COMMON LAW SPOUSES DON’T BENEFIT FROM ROLLOVERS – THE SEQUEL October 9, 2014
- The End of Life-Discussion October 8, 2014
- Is there such a thing as a ‘Lucid Interval’ in dementia? October 7, 2014
- Gifts of RRSPs/RRIFs by Direct Designation October 6, 2014
- Calculating Dependant’s Support-A View from the Divisional Court October 3, 2014
- Valuations for estate planning arrangements: Some Tips and Traps Redux October 2, 2014
- When can an attorney for property make charitable gifts? October 1, 2014
- Young Carers: The Canadian Version September 30, 2014
- Promise to Bequeath and Dependant Support Claims September 29, 2014
- A Perfect Storm September 26, 2014
- Ethics and Lawyers September 25, 2014
- ‘Hot-Tubbing’: A Cool Approach to Divergent Expert Opinions September 23, 2014
- September is World Alzheimer’s Month September 22, 2014
- LCO Simplified Procedure for Small Estates project September 19, 2014
- Boilerplate Blues September 18, 2014
- How to Get Other Pockets to the Table: Adding Parties And Dependant’s Support September 17, 2014
- POWERS OF ATTORNEY AND ALTER EGO TRUSTS September 16, 2014
- A Reminder of the Rules for Investing September 15, 2014
- Unpaid Caregivers. Worth their time in GOLD September 12, 2014
- Changes to the Rules of Professional Conduct September 11, 2014
- Is it appropriate for counsel to review an expert’s draft report? September 10, 2014
- Constructive Trusts and Tracing Funds September 8, 2014
- Better late than never…or not September 8, 2014
- Gifts from RRIFs in Life September 2, 2014
- King Lear: Lessons in estate and succession planning, capacity and family dynamics August 29, 2014
- PRICE ADJUSTMENT CLAUSES IN ESTATE PLAN AGREEMENTS August 28, 2014
- Should you wait to bring a will challenge? August 27, 2014
- Care @ Home. August 26, 2014
- Insolvent Estates – Administration Options August 25, 2014
- Capital Inheritances; Further Thoughts August 22, 2014
- Congratulations-It’s a Girl! August 21, 2014
- Record retention – what form and how long? August 20, 2014
- Are You Protected? August 19, 2014
- Aging = Depression? August 18, 2014
- Will It Be a MoCA or Cappuccino? August 15, 2014
- Inheritances and the Wealth Transfer in the 21st Century August 14, 2014
- Passing of Accounts: A Math Problem Explained August 12, 2014
- US TAX FILING OBLIGATIONS FOR NON-RESIDENT US CITIZENS: SOME IRS RELIEF! August 12, 2014
- Charitable Remainder Trusts – A Capital Idea August 11, 2014
- An Emotional Afternoon. August 8, 2014
- New Brunswick Court Strikes Unconditional Bequest August 5, 2014
- Stock options held at death August 1, 2014
- Set the time to ’10 past 11′ July 31, 2014
- Having The Last Word July 30, 2014
- Can an Attorney for Personal Care Make Decisions about Organ Donation? July 29, 2014
- A different kind of trust, a different set of rules July 28, 2014
- Trust Income and Working Income Tax Benefit Eligibility July 24, 2014
- My Final Blog July 23, 2014
- Stay or Go™ July 22, 2014
- The size and scope of social media is a challenge for estate planning July 18, 2014
- Trust Created in Holograph Will Fails July 17, 2014
- Shedding the Tax Light on a Blind Trust July 16, 2014
- Is it a Will? July 15, 2014
- Where to Go? Rise of the Senior Relocation Industry July 11, 2014
- What the Heck is the Deemed Undertaking Rule? July 10, 2014
- The Sting of a Lost Inheritance July 10, 2014
- Changes to a loss application in a year where no tax was payable July 8, 2014
- What’s Done is Done? July 7, 2014
- Living in a Cloud? It doesn’t mean what it used to! July 4, 2014
- Are We There Yet? Waiting for an Inheritance July 3, 2014
- Testamentary Custody June 30, 2014
- Designation of a Taxable Capital Gain for a Trust Beneficiary June 27, 2014
- Reaffirmation of Testamentary Freedom in Ontario June 26, 2014
- An Innovative New Community for Individuals Living With Dementia June 25, 2014
- Death of the Cemetery Business? June 24, 2014
- Principles behind capacity assessment June 23, 2014
- DUTY TO CORRECT EXAMINATIONS June 21, 2014
- You’ve Got…No Spam Anymore! Canada’s Anti-Spam Legislation June 20, 2014
- DIRECTOR/EXECUTOR LIABILITY under the Income Tax Act June 19, 2014
- Foreign Charitable Organizations June 18, 2014
- POA’s for Care: Part 2/2 June 17, 2014
- The Canadian Medical Association Speaks on the End of Life Debate June 17, 2014
- Estate & Trust Education June 13, 2014
- Foreign Executors Must Be Careful to Follow the Rules June 12, 2014
- A medical perspective on Estate matters – a chastened viewpoint June 11, 2014
- Who is Your Daddy? June 9, 2014
- POA- Personal Care: Part 1/2 June 9, 2014
- Elegy in a Hong Kong Churchyard June 6, 2014
- WHAT IS THE DIFFERENCE BETWEEN A WILL, A LIVING WILL AND AN ETHICAL WILL? June 6, 2014
- Be Careful What You Wish For – You Just Might Waive Solicitor-Client Privilege February 3, 2014
- Making it personal January 31, 2014
- Federal Non-Profit Corporations – Continuance Deadline is Approaching January 30, 2014
- Mental Health Awareness January 29, 2014
- Supreme Court decision on Summary Judgment January 28, 2014
- Get the Will done! January 27, 2014
- Limitation Period Precludes Motion to set Aside Releases January 24, 2014
- Estate and Trusts with Foreign Properties and/or Transactions: Reporting Implications January 23, 2014
- What Can the CCAC Do For Me? January 21, 2014
- Assisted Suicide Case to be heard by the Supreme Court January 20, 2014
- The Elephant in the Room January 17, 2014
- A Wedding, a Will Signing, and A Witness January 16, 2014
- It’s tax reporting time – do you have an ID number? January 15, 2014
- Word Choice in Will Drafting January 14, 2014
- January is Alzheimer’s Awareness Month January 13, 2014
- Approval of Minutes of Settlement by a Litigation Guardian January 10, 2014
- Investment Review 2013 January 9, 2014
- What’s My Share? January 8, 2014
- SPOUSAL TRUST INCOME DESIGNATIONS: A “BEWARE” January 7, 2014
- Brent Kern Summary January 6, 2014
- 2013 finished off with a huge bang! January 3, 2014
- Big Charities, Big Marketers December 30, 2013
- The High Net Wealth Segment September 26, 2011
- Grave Gifts September 20, 2011
- Memorial Jewellery – From Ashes to Diamonds? September 19, 2011
- Estate Planning on the Big Screen September 16, 2011
- Love in the Age of Expectation September 15, 2011
- Estate tax return due on a weekend or public holiday date? September 14, 2011
- Specificity Matters: Defining “Children” and “Issue” for Estate Planning Purposes September 13, 2011
- Saying Goodbye September 12, 2011
- Interrelation of Family Law and Estate Planning September 9, 2011
- One in Ten: Why Donors Don’t Tell Charities about Their Bequests September 8, 2011
- Cat and Mouse with the Court is A Dangerous Game September 7, 2011
- AVOIDING PROBATE FEES WITH A POWER OF ATTORNEY? September 6, 2011
- (Un)Certainty with Probate Taxes September 2, 2011
- Old Age is Not A Diagnosis September 1, 2011
- Old Age is Not a Diagnosis September 1, 2011
- Protecting Your Business Legacy August 31, 2011
- Finance and Marriage August 30, 2011
- Ontario Court of Appeal Considers When is a Gift Not a Gift August 29, 2011
- Grandfathered Agreements August 26, 2011
- Remembering Estate Planning During and After a Separation August 25, 2011
- Is Both a Belt and Suspenders Really Needed? August 24, 2011
- Law Commission of Ontario – Older Adults Project August 23, 2011
- Estate Planning and Archie Andrews August 22, 2011
- Rosa Parks’ Estate Tied Up in Litigation as Her Memorabilia Goes to Auction August 19, 2011
- Grandfathered insurance policies August 18, 2011
- Are you free to do what you want when you die? August 17, 2011
- You Can’t Choose Your Family BUT You Can Choose Your Friends (and your POA) August 16, 2011
- Liquefying Human Remains – Eco-Friendly Alternative to Traditional Burial Practice August 15, 2011
- Charitable bequests and stock market turmoil August 12, 2011
- Man vs. Beast August 11, 2011
- Private company shares and life insurance August 10, 2011
- U.S. Estate Tax Debate Continues August 9, 2011
- Personal Support Workers- who are they? August 8, 2011
- Firearms – What to know about making a gift of a firearm August 5, 2011
- Well, that didn’t work. August 4, 2011
- Speaking About Grave Errors… August 3, 2011
- CPP AND OAS – A POSTCRIPT August 2, 2011
- Sisters Need to Do It For Themselves July 29, 2011
- The Challenge of Hiring Private Caregivers July 28, 2011
- Amendments to the Estates Administration Tax Act July 27, 2011
- Concerns over Power of Attorney Abuse July 26, 2011
- Lord Denning – A Giant among Judges with more than 2000 Cases Reported July 25, 2011
- CPP AND OAS July 22, 2011
- Litigation Involving the Estate of the Godfather of Soul July 21, 2011
- Let The Sunshine Show July 20, 2011
- Canadian Donor’s Guide July 18, 2011
- Court of Appeal delivers pyrrhic victory on costs to appellant in Smith Estate; otherwise dismisses appeal July 15, 2011
- Consider a voluntary disclosure where tax filings are either missing or incomplete July 14, 2011
- Making sure you play with your best hand July 13, 2011
- When It Rains, Use An Umbrella July 12, 2011
- Can a will be written on any surface? July 11, 2011
- A Henson Trust May Not Be Enough July 8, 2011
- Court of Appeal Affirms “Good Sense” of Excluding Evidence of Testator’s Intentions July 7, 2011
- TIME FOR A REFREEZE – PART 2 July 6, 2011
- Small Business Estate Planning: Choosing Estate Trustees July 5, 2011
- Saying goodbye. July 4, 2011
- Wine – How Liquid is it Really? June 30, 2011
- Testamentary Charitable Remainder Trusts June 29, 2011
- A Guide to Fundraising Organizations in Canada June 29, 2011
- Madness, Murder and Insurance June 28, 2011
- TIME FOR A REFREEZE? June 27, 2011
- Bozzer Wins! More Interest Relief Available under Fairness Provisions June 24, 2011
- Second Marriages: for better or worse……. June 22, 2011
- Screening Tests: Don’t be Fooled June 22, 2011
- There’s insurance for that? June 21, 2011
- Change of Circumstance Defence June 20, 2011
- Tax liability of the deceased June 17, 2011
- Finding the Deceased’s Last Will June 16, 2011
- June is Ontario Brain Injury Awareness Month June 15, 2011
- Barriers to Communication Masked as Symptoms of Incapacity – A Reminder June 14, 2011
- Huguette Clark: prepared to be an heiress ? June 13, 2011
- When to Serve the Public Guardian and Trustee June 10, 2011
- Tax Liability of a Deceased Taxpayer June 9, 2011
- Will Planning – no simple task… Part 5 June 8, 2011
- Take the stairs but don’t fall down, falls prevention is all around. June 7, 2011
- Red Flags for Incapacity June 6, 2011
- Coffee, Bicycle, Purse June 3, 2011
- Newell v. Newell: Full Indemnity Costs Awarded to Both Parties June 2, 2011
- Trust and estate account numbers June 1, 2011
- Small Business Estate Planning Issues: Death of a Partner May 31, 2011
- Financial Abuse, When Numbers Don’t Add UP. May 30, 2011
- Title: RESP’s – Wrinkles and Warts May 27, 2011
- Start at the End May 26, 2011
- Human Rights and Trusts May 25, 2011
- ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING May 24, 2011
- Will Planning – no simple task… Part 4 May 20, 2011
- What Type of Paid Care Provider Do I Require? May 19, 2011
- Souls of the Sea – Unique Alternatives to Traditional Burial Practice May 18, 2011
- spousal settlements May 17, 2011
- Zero Compensation Awarded to Estate Trustee in Watson Estate May 16, 2011
- Home Buyer’s and Lifelong Learning Plans May 13, 2011
- Posthumous Blogging May 12, 2011
- Hiring Care Assistance At Home May 11, 2011
- Fire in the Sky – Post Cremation Memorial Spaceflights May 10, 2011
- The Decision-Making Process May 9, 2011
- Estates do not have Lawyers May 6, 2011
- Whew, I thought I missed the filing deadline! May 5, 2011
- Will Planning – no simple task… Part 3 May 4, 2011
- The Emotional Cost of Caregiving May 3, 2011
- Healthcare – A Canadian’s Right or Responsibility? May 2, 2011
- The Royal Wedding & Philanthropy April 29, 2011
- Common Interest Privilege April 28, 2011
- TAX REPORTING OBLIGATIONS FOR TRUSTEE AND EXECUTOR FEES – FOLLOW UP April 27, 2011
- Update on U.S. Estate Tax Challenge April 26, 2011
- The Financial Cost of Caregiving April 25, 2011
- Discovery of an attorney for property’s action in a will contest case April 21, 2011
- Spousal Trusts work for the short or long term April 20, 2011
- The Costs of Upholding A Testator’s Intention April 19, 2011
- Charitable donations made through a will April 18, 2011
- Will Planning – No Simple Task… Part 2 April 15, 2011
- Eany Meany Miney Moe, you will be a caregiver before you know….. April 14, 2011
- ICE, not just frozen water April 13, 2011
- More on the perils of joint accounts April 12, 2011
- Downton Abbey and Britain’s Changing Attitudes towards Succession April 11, 2011
- TAX DEDUCTIBILTY OF CHARITABLE DONATIONS THROUGH THE WILL April 8, 2011
- Specificity Matters: Defining “Spouses” for Estate Planning Purposes April 7, 2011
- For Richer or Poorer in Sickness and In Health….Who Will Be the Caregiver? April 6, 2011
- Labour of Love April 5, 2011
- Is it really a gift by Will? April 4, 2011
- Is it really a Gift by Will? April 1, 2011
- The Beautiful And Damned (with apologies to F. Scott Fitzgerald) April 1, 2011
- Capital Gain Exemption on the Terminal T1 Return March 31, 2011
- Will Planning – no simple task… March 30, 2011
- The budget and our current state of affairs- how are we doing? March 29, 2011
- Presumption of Capacity and Duty of a Solicitor March 28, 2011
- Friendship is like money, easier made than kept March 25, 2011
- Crime Writers and Comedians On the Bench March 24, 2011
- DISABILITY TAX CREDIT March 23, 2011
- RESPs and Estate Planning: Further Issues March 22, 2011
- Advocacy is Almost as Important as Having a Doctor. March 21, 2011
- Marriage, Separation and Divorce March 18, 2011
- “I Don’t Care If Johnny Is In Jail, He’s My Little Boy!” March 17, 2011
- Addressing the Needs of Elderly Patients and Emerging Healthcare Solutions March 16, 2011
- Net capital losses in the year of death March 15, 2011
- So You Died Without a Will… March 14, 2011
- Spit Happens March 11, 2011
- RRSPs and Creditors March 10, 2011
- What charity ratings really tell us March 9, 2011
- Big Love: Multiple Spouses and Dependants’ Support March 8, 2011
- Tax Reporting Obligations for Trustee and Executor Fees March 7, 2011
- Estate Planning and RESPs March 4, 2011
- LONG TERM CARE INSURANCE – Is It An Overlooked Consideration in Your Estate Plan? March 3, 2011
- Battle of the Wills March 2, 2011
- Investment Objectives March 1, 2011
- Understanding the Cy-Près Doctrine February 28, 2011
- “Rights and things” dividends February 25, 2011
- In the case of discretion, absolute is not absolute. February 24, 2011
- Which is the deadliest room in the house? February 23, 2011
- Exemplary Damages in Estate Matters? February 22, 2011
- Financial Abuse of Elders – The Role of the Police February 18, 2011
- An Award of Full Indemnity Costs is Not a Fantasy February 17, 2011
- Tax relief and the cost of supporting elderly parents February 16, 2011
- Ruling Handed Down by Hong Kong Court of Appeal in Billion Dollar Estate Fight February 15, 2011
- Does Love Make the World Go Around? February 14, 2011
- Collaborative Law: Does it Have a Place in the Estate and Trusts World? February 11, 2011
- John M. Hodgson, Q.C. February 10, 2011
- So What Is Elder Law Anyway? February 9, 2011
- DEATH BENEFITS February 8, 2011
- Eeny, Meeny, Miney, Mo, Who Will Get Your Kids After You Go… February 7, 2011
- Caregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify? February 4, 2011
- How do you help your clients protect their estate from a moral claim? February 3, 2011
- My Digital Afterlife February 2, 2011
- Is Anyone Listening? Costs and Judicial Resources February 1, 2011
- Consent to speak January 31, 2011
- Funerals in the Internet Age January 28, 2011
- Check Under the Bed for the Important Papers. January 27, 2011
- Acceleration: Is a Life Interest Always a Life Interest January 26, 2011
- Mom, dad and the kids, and mom and dad and. . . January 25, 2011
- Summary Judgment Dismissed: Notes Support Suspicion of Undue Influence January 24, 2011
- TERMINAL RETURN ESTIMATE January 21, 2011
- You Fight, You Lose: Adding No Contest Clauses to Wills January 20, 2011
- Remember: It is still Alzheimer’s ‘Do Not Forget’ Month January 19, 2011
- How Do You Donate Your Body To Science? January 18, 2011
- The Demanding Charitable Beneficiary January 17, 2011
- An Estate Trustee’s Imprisonment, Without Possibility of Parole January 14, 2011
- An estate planning tool for a disabled beneficiary January 13, 2011
- Is a U.S. Estate Tax Return Due? January 12, 2011
- Did I mention that January is Alzheimer’s “Do Not Forget” month? January 11, 2011
- advising attorneys for property January 10, 2011
- Reviewing investment performance January 7, 2011
- Applying Proportionality to an Award of Costs in Estate Litigation January 6, 2011
- Terminal Return Deadlines January 5, 2011
- So You Want to Buy a U.S. Vacation Property… January 4, 2011
- The Way We Were-The Obits January 3, 2011
- Old Age-New Age Wish List December 30, 2010
- Are the Rules of Civil Procedure at times to rigidly applied? December 30, 2010
- “Fat Cats & Lucky Dogs” December 29, 2010
- An unexpected gift: a Honus Wagner Baseball Card December 28, 2010
- Payment of Tax December 24, 2010
- Reviewing and Reconsidering your Estate Plan – When and Why? December 23, 2010
- Aging Parent and Holiday Season (in)Sanity December 22, 2010
- RDSPs as Estate Planning Tools: Worthwhile? December 21, 2010
- Is giving 50 percent enough for the very wealthy? December 20, 2010
- What Do Dependants’ Support, Gratuitous Promises and Kiwis Have in Common? December 17, 2010
- Spousal Rollovers On Death December 16, 2010
- Uncle Sam Sends a Small Gift for the Upcoming Holiday Season… December 15, 2010
- Sibling Rivalry- All Grown Up. December 13, 2010
- Competing powers of attorney December 13, 2010
- Learning from the rich December 10, 2010
- Werbenuk v. Werbenuk: Righting a Will’s (and a testator’s) Wrongs December 9, 2010
- RRSP contributions in the year of death December 8, 2010
- U.S. Estate Tax Burden Results in Challenge of US Federal Marriage Law December 7, 2010
- Watch Out For Scammers: Protect Your Parent’s Money And Assets. December 6, 2010
- Abatement: What to do if there are insufficient assets in the estate to follow the testators wishes; a cautionary tale December 3, 2010
- Choosing the right Executor December 2, 2010
- The Accountant of the Superior Court of Justice: From an estates and guardianship perspective December 1, 2010
- Unused capital losses November 30, 2010
- So you think you can Avoid ‘Uncle Sam’ part II… November 29, 2010
- Please pass the gravy November 26, 2010
- The intersection of sections 8 and 10 of the children’s law reform act November 25, 2010
- Philanthropy is personal; fundraising is social November 24, 2010
- Choose your Estate Battles Carefully November 23, 2010
- Rights and things can reduce the tax burden on death November 22, 2010
- Perpetual Testamentary Charitable Trusts November 19, 2010
- How Can Employers Assist and Retain Their Older Employees? November 18, 2010
- Are you thinking about the Long Term Care Homes Act, 2007? November 17, 2010
- There is an incentive to read this blog post, November 16, 2010
- Sexual Assault Claims: When Is An Estate Off the Hook? November 15, 2010
- Legal fees November 12, 2010
- Joint Tenancy Tax Issues November 11, 2010
- CAN A FAMILY CAREGIVER BE PAID? November 10, 2010
- Be wary of what you ask for November 9, 2010
- Coping with the family in family business succession planning November 5, 2010
- Legal Advocacy for Canada’s Aging Population November 5, 2010
- Estate losses – turning bad into good. November 4, 2010
- Probate Tax Planning – Joint Tenancy May Not Always Be the Best Option November 3, 2010
- Reverse Mortgages: The good, the bad and the ugly November 2, 2010
- Capacity to Make a Gift November 1, 2010
- Are Trusts Going to the Dogs ? October 29, 2010
- Rectifying a Will based on a Testator’s True Intentions October 28, 2010
- Can your TSFA Survive you? October 27, 2010
- So you think you can avoid Uncle Sam… October 26, 2010
- To Drive or Not To Drive October 24, 2010
- “A stitch in time saves time” October 22, 2010
- Donor Advised Funds are iPads; Testamentary Charitable Trusts are Commodores October 21, 2010
- ‘Til Death Do Us Part, Quickly – Then I Inherit. October 20, 2010
- Traditions aside…consider an alter ego trust October 19, 2010
- Ensuring Charitable Pledges Are Honoured Following Death October 18, 2010
- Granny Dumping- a sad comment October 15, 2010
- Euthanasia…is it coming to Canada? October 14, 2010
- I’ve prepared my Will, now what? October 13, 2010
- The Trials and Tribulations of Choosing an Executor October 12, 2010
- Multiply the tax saving with multiple trusts October 8, 2010
- What do Two Million Canadians and Stieg Larsson have in common? For the answer to this question, read on. October 7, 2010
- Having The Talk, From The Birds And The Bees To The Will, Estate And Final Wishes. October 6, 2010
- Proportionality: Is there a Place for It in the Estates and Trusts World? October 5, 2010
- More on choosing the “right” executor October 4, 2010
- MORE SUMMARY JUDGMENT MOTIONS IN ESTATE PROCEEDINGS October 1, 2010
- Do I need more than one executor? September 30, 2010
- Small Business Estate Planning Issues September 29, 2010
- “Respect Your Elders” September 28, 2010
- Upon Reflection: Be The Best That You Can Be … Some Thoughts September 27, 2010
- Myths about Trusts September 24, 2010
- To Undue, or Not too Undue? What Does Undue Influence Look Like? September 23, 2010
- Tax me once, that will suffice; tax me twice, now that’s not nice. September 22, 2010
- Protecting Estate Assets Even if the Deceased Didn’t Feel the Need To September 21, 2010
- Will The Elderly Bankrupt Canada? September 20, 2010
- No Heroic Measures Clauses – putting your end of life decisions in writing September 17, 2010
- Informing Charities About Bequests September 16, 2010
- Cowboy Will Writers in the U.K.: Save Now and Pay Later? September 15, 2010
- Insurance Arrangements in your Estate Plan September 14, 2010
- A Nice Gift to Give to your Spouse… a Loan September 13, 2010
- Balancing Work and Care – the Sandwich Generation September 10, 2010
- Can you find yourself to be incapable and then argue that you’re not? September 9, 2010
- Integrated Estate Planning September 8, 2010
- Welcome to All About Estates and our inaugural blog!! September 7, 2010
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