November 2015

Doing Things Differently

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The Health Innovation Collaborative (HIC) is a three year project supported by The Green Shield Canada Foundation . Under the helm of Sarah Saso, the executive director, funding was provided to bring major community based organizations to collaborate to improve the lives of seniors. The goal of the project was to address ‘the idea of care coordination to keep people living in their homes as long as possible. The goal….

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Elder Care, Geriatric Care Management, Philanthropy/Charitable Giving

New Tax Rules to Hyphenate Estate Litigation – a Defacto “36 month limitation period”?

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There has been a fair amount of discussion about the new rules starting January 1, 2016, and the  tax treatment of charitable gifts after the death of an individual will change significantly. What about the impact on estates that are in litigation? Now, when a gift is made “by will” to a qualified donee  the gift is deemed to have been immediately prior to the death of the individual with….

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Charitable Giving, Estate Litigation

Older clients and capacity – what financial advisors should know

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Last month I had the pleasure of presenting- along with fellow blogger Dr. Ken Shulman – at a Scotiabank conference. Our audience was comprised, for the most part, of ScotiaMcLeod and Private Investor Counsel financial advisors. Dr. Shulman provided a clinical perspective on capacity/incapacity and I focused on the importance to advisors and their clients of planning for potential future incapacity. Dr. Shulman set the stage by reviewing some, in my view….

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Estate Planning
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