August 2019

The Weight of (Sudden) Wealth

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I recently read an article written by Thomas Junkin, David Cieslowski and Vincent Tonietto, all with Fiduciary Trust Canada and published in their Summer 2019 issue of Perspective.  The topic was entitled “Stickhandling Sudden Wealth”.  In it, the authors discuss the unique investment and estate planning challenges facing younger clients who are suddenly wealthy. While the  context of their discussion is professional hockey players, their messages resonate equally with other….

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Uncategorized

Estate Plan = Peace of Mind

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This blog was written by Hardeep Nandra I am sharing a story of one of my close friends. This friend (Let’s call this person Kay for keeping their identity confidential) of mine is an honest person, good workout buddy, a great father and husband. He would always have a great smile and a positive outlook on life. I have been friends with him since I moved to Edmonton. We usually met….

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Estate Planning, Uncategorized

Homicide in Ontario LTC Homes

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Readers in Ontario are likely familiar with Elizabeth Tracy Mae Wettlaufer, a former registered nurse, who confessed to murdering eight senior citizens and attempting to murder six others in southwestern Ontario long term care (LTC) homes between 2007 and 2016. Following her criminal conviction, the province of Ontario established a Public Inquiry into the Safety and Security of Residents in the Long-term Care Homes System led by Justice Eileen Gillese…..

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Elder Care, Elder Law, Geriatric Care Management, Guardianship, Healthcare, In the News

AGREEMENT RECTIFICATION APPLIED FOR AND ALLOWED!

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Due in particular to the outcome of some recent court cases, many have feared that formal applications to rectify plans would receive a favorable hearing only in the event of obvious clerical errors in the documentation. However a recent court case in the Supreme Court of British Columbia demonstrated that rectification is possible in circumstances where a definite agreement has gone awry in its implementation. In Crean v. Canada, 2019….

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Business Succession Planning, Canada Revenue Agency, Contracts, Estate Planning, Investments, Small Business, Succession Planning, Tax Issues, Uncategorized

Attorney for Personal Care = Big Responsibility

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My colleague Dr. Shulman in his July 30, 2019 blog “What an Attorney for Personal Care Can Do” described the roles of the substitute decision maker and the very important part they play in ensuring their loved one’s wellbeing. I have used ‘loved one’ but actually in many cases, the individual chosen is not a family member and love may not be part of the equation at all. It is….

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Power of Attorney

The Jeffrey Epstein “Plot” Thickens…Last Will and Testament Signed 2 Days Prior to Death!

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Jeffrey Epstein (“Epstein”) signed a will just 2 days before he was found dead in his jail cell, raising new queries about his final days inside the Manhattan Correctional Centre, where he was awaiting trial on federal sex trafficking and conspiracy charges. This new development adds to what is likely going to be a long battle over the estate of the financier and convicted pedophile. While the criminal charges against….

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Estate Administration, Estate Planning, In the News, Wills
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