June 2019 – Page 2 – All About Estates

Elder Abuse: When The Numbers Don’t Add Up.

Audrey Miller • June 17, 2019 • 0 Comments

June 15 is World Elder Abuse Awareness Day. I continue to be saddened by the many different ways that elders can be taken advantage of. Financial abuse is one of the types identified, included with physical and emotional abuse as well as with neglect. There are some telltale signs that your parent may be having difficulties managing their own finances. The obvious signs are easy to spot, including unpaid bills,….

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Elder Care, Power of Attorney, Uncategorized

“Pour Over” Clauses Revisited

Brittany Sud • June 14, 2019 • 0 Comments

You may recall I wrote a blog post last year on the Supreme Court of British Columbia decision, Quinn Estate, 2018 BCSC 365, which rendered the “pour over” clause in the late Pat Quinn’s (“Pat”) Will invalid. The basis for this decision was twofold:….

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Wills

The STEP Annual Conference

Scotiatrust • June 13, 2019 • 1 Comment

This blog was written by Teresa Acs – Director, Professional Development & Process Excellence I had the pleasure of participating at last week’s Society of Estate and Trust Practitioners (STEP) Canada Conference. Each year, the conference attendance surpasses the year before, speaking to both the quality and importance of this event. The STEP conference attracts those practicing in the estate and trust field; lawyers, accountants, service providers and Trust Companies. ….

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Estate Administration, Interest, Practice Management, Succession Planning, Uncategorized

Testamentary Freedom – A Fundamental Right?

Gillian Fournie • June 12, 2019 • 1 Comment

Whether testamentary autonomy is a constitutionally protected right has not been considered by the courts … until now…..

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Dependant Support, Estate Litigation, Estate Planning, Succession Planning, Wills

Summer is Around the Corner…….

Audrey Miller • June 10, 2019 • 0 Comments

Many of us like to take summer holidays and for caregivers, this brings some extra things to consider. Should you decide to vacation with your older parent, there are some pre planning tips that can make this journey more enjoyable for both of you. Firstly, know what type of holiday would be best for everyone. Extensive touring, outings, or excursions can be tiring for older individuals. There are some senior….

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Caregiving

Estate Planning and Family Law: The Matrimonial Home Part II

Darren Lund • June 7, 2019 • 0 Comments

In a prior blog, I began a discussion of the use of marriage contracts as part of an integrated estate plan to preserve and protect family wealth. In particular, that blog began a discussion of the legal regime that governs a “matrimonial home” under the Ontario Family Law Act (“FLA”), and how a matrimonial home is treated differently than other property in important respects.[1] This blog continues that discussion. The….

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Estate Planning, Family Conflict