April 2020

The Risky Business of Updating your Will in the Time of COVID-19

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This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management It’s the irony of today’s situation: more and more individuals are turning their minds to their estate plans in light of our current pandemic, but getting new Wills drafted and executed right now has become an increasingly difficult endeavour. As a result, we find ourselves trying to get Wills drafted and signed under unideal….

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Contested wills, Estate Planning, Uncategorized, Wills

COVID-19: Virtual Witnessing of Wills and POAs Now Allowed

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It is no surprise that many people are contemplating their own mortalities during the COVID-19 pandemic and wish to make a will. However, the existing laws are particularly unsuited to making wills in a time of social distancing; it will usually be impossible or unsafe to have two people witness the signing of the will in person. Helpfully, the Ontario government has now stepped in to allow for virtual witnessing….

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Estate Planning, Power of Attorney, Succession Planning, Uncategorized, Wills

Disability Tax Credit Claim: Denied on Appeal

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As many of you know the Disability Tax Credit (DTC) is a credit to income tax otherwise payable, available for those with a severe or prolonged impairment. It is meant to provide some relief from the additional costs and expenses incurred associated with the impairment. I have written in the past that for many in and/or associated with the provision of tax advice and preparation, the application and qualification for ….

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Canada Revenue Agency, Caregiving, Courts, Disability, Elder Law, Healthcare, In the News, Uncategorized

Caring for our Seniors- in very difficult and unusual times

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Receiving Jacob’s blog yesterday (on Sunday) reaffirmed that these are not normal times. I thought maybe I had missed a whole day …   While we are all being asked (?) to stay at home, many of our colleagues are on the front lines working day and night to keep us safe. There is no denying that we are concerned about the welfare of our seniors. Dr. Samir Sinha, director of….

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Elder Care, In the News

Estates Law and Privacy Law: An Incomplete Intersection (Part III)

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This is the third and final entry in a three-part blog series about the current state of estates law vis-à-vis privacy law. Part I focused on the relevant federal and provincial privacy legislation. Part II examined significant court decisions relating to this area. Part III will look at solutions for lawyers to help their clients manage their estate planning to be compliant with privacy law requirements. The previous two entries….

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Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Estate Planning, Executors, Property
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