All About Estates

Tracy Parkinson

Total 5 Posts Website
Tracy Parkinson has worked in the legal profession for over 28 years. Tracy has extensive experience in complex, high-value estate planning and estate and trust administration. Tracy is an affiliate member of STEP Canada and has received a Certificate in Estate and Trust Administration (CETA). With this Certificate, Tracy has received professional recognition as a specialist in estate and trust management. Tracy is also an associate member of the Institute of Law Clerks of Ontario and a member of the Society of Trust and Estate Practitioners (STEP).

Dealing with U.S. Life Insurance Policies in Ontario Estate Plans

After 4 years as a law clerk in the Fasken’s Private Client Service Group and Trust, Wills, Estates and Charities Group, I am changing tracks and joining TD Wealth as an Executive Trust Officer. While at Fasken I had the pleasure of working on many interesting and challenging matters along…

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Dealing with Real Property in Wills – There’s more to consider here than meets the eye!!

Generally speaking, real property (“property”) is often not specifically dealt with in a Will and therefore, it forms part of the residue of an estate.  In this case, the executor is generally required to sell the property for cash as soon as possible, but this may not be the best…

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Considering a “Pour Over” Clause?

I recently had a discussion about pour over clauses which sparked my curiosity!  After some research I considered in what estate planning context this tool might be used and, as with everything, the pros and cons. In the United States, where pour over clauses appear to be used more commonly,…

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The Impact of Medical Assistance in Dying on Life Insurance and Some Other Mentionables

A question that I have heard asked a few times recently is: How would Medical Assistance in Dying (“MAID”) affect my life insurance policy?  It’s an interesting question and certainly something that should be considered in the context of estate planning where the proceeds of a life insurance policy play…

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A Heartwarming Thank You!

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

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