estates Archives - All About Estates

The Secret Language of Estates, and Inflation

By Betty Laidlaw • December 2, 2022 • 0 Comments

Estates clerks and lawyers “speak” their own language. We use acronyms or initialisms[1] such as CAET, EIR, RCP, ARI, AET, GRE, POA and COLA. We use abbreviations like Benys and T’ees, and we draw triangles. The idea for this blog was born when reflecting on having to interpret a lawyer’s…

ELDER ABUSE: A GROWING PROBLEM IN AN AGING POPULATION

By Fasken • November 18, 2022 • 0 Comments

Today’s blog is co-written by Jennifer Campbell and Sandra Arsenault, Senior Law Clerks in the Private Client Services Group at Fasken. At the beginning of November, we were fortunate enough to attend the Institute of Law Clerks of Ontario (ILCO) annual conference in Niagara-on-the-Lake. This conference brings together law clerks…

Estates in the Media – Fact or Fiction?

By Fasken • October 21, 2022 • 0 Comments

Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken LLP It feels like everyday a new television show or movie is released and sometimes (if we’re lucky) we get to see our profession played out on the big screen. But perhaps “lucky” isn’t the right word, since most…

Anything New with Passing of Accounts?

By Betty Laidlaw • August 26, 2022 • 0 Comments

Much has been written about the significant changes to the Ontario court probate forms and processes that came into effect on January 1, 2022, and more recently the July 1, 2022 amendments. But, is there anything new with passing of accounts? Surprisingly, there have been no changes to the court…

What Happens When a Shareholder Party to a Transaction Becomes Incapable; Powers of Attorney for Property and Due Diligence Tips

By Tamar Silverbrook • June 10, 2022 • 0 Comments

This is Part III of my saga on incapacity planning in a corporate context. Part I and Part II can be found respectively at: https://www.allaboutestates.ca/powers-of-attorney-for-property-implications-of-obtaining-a-formal-capacity-assessment/, and https://www.allaboutestates.ca/what-happens-when-a-shareholder-voting-or-a-director-becomes-incapable-powers-of-attorney-for-property-and-shareholder-agreement-drafting-tips/. As a reminder, Part II addressed two situations that we, as estate planners, are commonly asked about: A director becomes incapable – who…

Estate Sleuthing

By Betty Laidlaw • June 3, 2022 • 0 Comments

As a law clerk working in the area of estate administration, we often have to act as “detectives”. For example, we may have to conduct searches to determine whether or not the deceased had a Will. We may need to track down the beneficiaries named in the Will or piece…

What Happens When a Shareholder (Voting) or a Director Becomes Incapable; Powers of Attorney for Property and Shareholder Agreement Drafting Tips

By Tamar Silverbrook • May 20, 2022 • 0 Comments

This is Part II of my saga on addressing circumstances of incapacity, Part I can be found at: https://www.allaboutestates.ca/powers-of-attorney-for-property-implications-of-obtaining-a-formal-capacity-assessment/. Part II, being this blog post, addresses two situations that we, as estate planners, are commonly asked about: Director becomes incapable – who can sign for them? Shareholder (voting) becomes incapable…

How’s it going … with the new probate forms?

By Betty Laidlaw • March 4, 2022 • 0 Comments

It has been two months since the new process and forms for obtaining a Certificate of Appointment (probate grant) came into effect at the beginning of the year under Ontario Regulation 709/21. As my colleague, Sandra Arsenault, wrote in her blog “The new amendments, which come into effect as of…

“To give or not to Give?” is only the first part of the question – as important is “How”?

By Maureen Berry • February 11, 2022 • 0 Comments

Charitable giving is often an important goal of a client’s planning. As the title of this blog suggests, there are many ways to achieve this objective. What follows is a general overview of on of the options available for charitable giving- namely the establishment of a private foundation- and addresses…

Reflections …. And Resolutions

By Maureen Berry • December 31, 2021 • 0 Comments

As the calendar flips into 2022, I am sure many of us will be thinking – where did 2021 go? Without an active social life to distract me, why are my own affairs not in order? And, of course, what are my New Year’s resolutions for 2022? The end of…

Tag: estates

The Secret Language of Estates, and Inflation

ELDER ABUSE: A GROWING PROBLEM IN AN AGING POPULATION

Estates in the Media – Fact or Fiction?

Anything New with Passing of Accounts?

What Happens When a Shareholder Party to a Transaction Becomes Incapable; Powers of Attorney for Property and Due Diligence Tips

Estate Sleuthing

What Happens When a Shareholder (Voting) or a Director Becomes Incapable; Powers of Attorney for Property and Shareholder Agreement Drafting Tips

How’s it going … with the new probate forms?

“To give or not to Give?” is only the first part of the question – as important is “How”?

Reflections …. And Resolutions

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