July 2018

Business Succession Planning and the Next Generation

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All business owners face the task of trying to determine what to do with their businesses when they retire or in the event of a sudden death: sell to the next generation, sell to a 3rd party or sell the assets and wind-up the business. According to the Canadian Federation of Business, only about half of business owners have a succession plan. Not having a plan can create a lot….

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Business Succession Planning, Estate Planning, In the News, Small Business, Succession Planning

I Didn’t Want To Wake You…..

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A story I heard….. Last week Zoey had the pleasure of visiting her aunt and uncle (in celebration of a 90th bday) who live in the States. Zoey and her husband accompanied her mother who took the train in (by herself) from Montreal so that we could fly together. Zoey’s mom used a wheelchair transport for the airport, which greatly accelerated their wait in security, customs and boarding the plane….

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Elder Care

A Cautionary Tale of (Non)-Compliance

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This week I was reminded of the perils of non-compliance, and thought it worthwhile to remind readers of a potential pitfall to be avoided. We are all aware of the many tasks that have to be completed in the course of administering an estate, some obviously on a much more timely basis than others. While there are many items that need immediate attention, worrying about the deceased’s taxes is not….

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Tax Issues

My Summer Vacation

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One of my favorite routines on my annual summer vacation is to read the local news. Regular readers of this Blog may not be surprised that the story which caught my eye this summer was about an Estate.   Richard M. Grant, a life-long farmer, known as the “The Corn King” and “The Bean Baron of Maine”, passed away in February 2017. According to the Portland Press Herald (“the Herald”), Grant’s….

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Contested wills, Estate Litigation, Family Conflict, In the News, Uncategorized

Death, Delay, and Dismissal

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There are numerous technical traps a lawsuit can fall into which will need to be corrected before the matter moves forward. Generally speaking, the current norms of practice are for the parties to sort out any technical deficiencies between themselves so court time can be devoted to arguing the substantive issues in dispute. The Rules of Civil Procedure support this approach (see, for example, Rule 2 of the Rules of….

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Costs, Estate Litigation, Real Estate

Sharing the Caring

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This past week I met with two new clients who were both single women in their mid- 70’s. They both lived alone in their own condos and had retired from well-paying jobs. There were reaching out to EC to help guide them in thinking about and planning for a time when they would be less capable (both mentally and physically) of managing their own day to day needs. Thankfully, they….

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Power of Attorney
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