All About Estates

Maureen Berry

Total 29 Posts Website
Maureen Berry is a partner in the Trusts, Wills, Estates and Charities group at Fasken. Maureen’s practice is focused on wills, estate planning, domestic and international trusts, private corporation taxation, and executive compensation. Maureen also advises charities and non-profit organizations. Working with Canadian and international families, firms, corporations and charitable organizations, she provides advice on all aspects of private client matters. She is a leading expert in the fields of tax law and estate planning. As an Adjunct Professor at Osgoode Hall Law School, she teaches Advanced Estate Planning. Maureen has previously taught corporate tax and international tax at the University of Toronto and Western University, along with the Bar Admission course for up-and-coming lawyers.

Alter Ego and Joint Partner Trusts – Loss Utilization

Alter ego trusts (“AET”s)  and joint partner trusts (“JPT”s) have a deemed year end on the date of death of the last life interest beneficiary (the settlor for an AET and the last to die of the spouses for a JPT) resulting in the deemed disposition of certain property of…

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Welcome Changes in the Filing of Probate Applications

I would like to thank the estates law clerks in the Private Client Services group of Fasken for their contributions to this blog. This week, Attorney General Doug Downey (perhaps in the spirit of Thanksgiving) hinted at upcoming changes in the area of estates that would “manage the estate process…

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Feeling Like an Apostille Imposter

Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. Working with high net worth clients and their complex estates, I come across new terminology, challenges and scenarios each and every day, which keeps me engaged…

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“Unmasking” the Issues Facing Family Businesses

This post was contributed to by Maureen Berry and Demetre Vasilounis of Fasken. If there is one thing that 2020 has taught us, it is that the world as we know it is capable of changing overnight. While the COVID-19 pandemic has had immeasurable impacts on our economy, our interactions with…

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To DIY Or Not To DIY

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

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The “Talk”

Today’s blog is being brought to you by guest blogger, Jennifer Campbell, a law clerk in the Private Client Services group of Fasken LLP. The time finally came that my brother and I have had to have “the talk” with our parents.  No no, not THAT talk.  Rather, the talk…

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The Effect that Covid-19 is having on Administering Estates

Today’s blog is being brought to you by guest blogger, Jennifer Campbell, a law clerk in the Private Client Services group of Fasken LLP. I, like many of my colleagues, have been working from home for what feels like an eternity now.  While I’m used to working remotely a couple…

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Where There is a Will, There is a Way

This post is a culmination of the works of various members of Fasken LLP. Have you ever thought to yourself, “I wish I knew the basics of Will formalities in other provinces”?  In this post, we hope to expand our horizons beyond Ontario to provide a brief overview of the…

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One Short Year Ago!

Today’s blog is being brought to you by guest blogger, Tracy Parkinson, law clerk in the Private Client Services group of Fasken LLP. Thinking now back to what life was like a year ago, I’d say that we were living “footloose and fancy free” although it might not have felt…

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We Are Not Fortune Tellers But….

Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. The year 2020 has proven to be quite challenging thus far. It is a test and a reminder of the importance of our job as estate…

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