All About Estates

Category: Uncategorized

Total 288 Posts

The How To’s of “Virtual Commissioning” as a result of COVID-19!!

Today’s blog was written by guest blogger, Tracy Parkinson, law clerk in the Private Client Services group of Fasken LLP. By now, I expect the general consensus among us is that we’ve heard enough COVID-19 related information to last a lifetime.  I know I have, but in the meantime life…

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Time to Refreeze: Redux

The freezing of current share value so that your chosen successors can easily participate in the future growth of your enterprise is a common estate planning technique. What if the value of the frozen shares now exceeds the value of the enterprise as a whole? I wrote about this sometime…

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Delusions and Capacity

 This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management We all know how important it is to have a valid will. Part of that validity stems from ensuring that the testator was capable and of sound mind when he or she signed the will. …

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Let’s meet for a virtual coffee!

Today’s blog is sent from my home office to yours, as you are likely  working from home- whether you are already in self quarantine or being socially distant and respectful. So much can change in one week and hard for us all to imagine what next week will bring.  However…

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Dancing with the Dead

This blog was written by Aathiya Bala, Associate Estate and Trust Consultant with Scotia Wealth Management   If you had the chance to see your favourite artist perform in concert after they passed away, would you attend? For many Whitney Houston fans, this is now a legitimate question to ask…

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Clearance Certificates

An executor, as the legal representative of the estate, is required to obtain a clearance certificate before distributing property that they control. Where the executor fails to obtain a clearance certificate, they are liable for any unpaid amounts in respect of any property distributed. Some will argue that not every…

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Estates Law and Privacy Law: An Incomplete Intersection (Part II)

This is the second entry in a three-part blog series about the current state of estates law vis-à-vis privacy law. Part I focused on the relevant federal and provincial privacy legislation. Part II will examine significant court decisions relating to this area. Part III will look at solutions for lawyers…

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Gesundheit

As I sat down to write today’s blog, it seems that the topic that is on many people’s mind is the coronavirus or Covid 19. As some of you may know, I often write/present about being better prepared and understanding options in advance is my preferred message. So I thought…

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Tax Shelters and Charitable Intent

In early February, the Tax Court of Canada put another nail in the coffin of “one of the biggest tax scams in Canadian history.” The case involved the Global Learning Gift Initiative, a charitable tax shelter that attracted 40,000 investors who – through a complex structure with no clear public…

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HOME BUYER’S PLAN AND TAX CREDITS AFTER THE DEATH OF A SPOUSE

During her marriage, a spouse inhabited a home wholly owned by her husband. He passed away and the house became an asset of the estate. Subsequent to her husband’s passing, the spouse purchased a new property. She had not re-married or entered into any common law partnership. Is the spouse…

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