June 2020

From e-Wills to Blockchain Estates

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This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management One of the silver linings of the pandemic has been our collective rethinking of how we work and our willingness to embrace technology that helps us stay connected and work smarter. From remotely sworn affidavits, to virtual courtrooms and e-filings, courts across the country are embracing the opportunity to modernize their processes and increase….

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Contracts, Courts, Estate Planning, In the News, Uncategorized, Wills

Listing in a Time of COVID

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Regular court operations and limitation periods/statutory deadlines continue to be suspended in Ontario due to COVID-19 (as discussed further in my previous blog). However, this does not mean that litigation is somehow frozen or that deadlines in previous court orders do not apply. One party learned this painful lesson in Lima v. Ventura (Estate of), 2020 ONSC 3278. The facts in this case are depressingly common in Toronto. A deceased….

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Estate Administration and Probate Applications, Estate Litigation, Wills

12 Commandments For Seniors……

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I drove to Montreal this weekend to see my mother and she said that she had something for my blog.  So for alittle lightness, I am sharing a quarantine exchange that hopefully takes your mind off of COVID…. 1. Talk to yourself. There are times you need expert advice. 2. “In Style” are the clothes that still fit. 3. You don’t need anger management. You need people to stop making….

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Caregiving

Clients’ Reign And The Associated Difficulties In Drafting Their Inter Vivos Trusts

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Imagine being retained to draft an inter vivos trust for the queen, Cersei Lannister, of Game of Thrones.  Cercei is a protective mother dedicated to maintaining power for herself and her family, which dedication includes succession planning for her power and wealth.  Cercei’s instructions may include drafting the trust so that she retains as much control as possible.  Cercei likely is unaware that pushing the control button too far can….

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Trusts

Video Conferencing Courtroom Etiquette – Three Simple Steps

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management These days we are all finding creative ways of adapting our lives to the new normal. COVID-19 has changed the landscape of all businesses, including the legal profession. With social distancing rules in place, and likely to continue into the foreseeable future, the legal profession has, like most businesses, turned to online video conferencing and….

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Courts, In the News

Locating Unknown or Missing Heirs to an Estate

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How should an estate trustee proceed when they cannot identify or locate all of the heirs to an estate? In some cases, a challenge arises where a will does not identify the beneficiaries by name, but by class or some other description. For example, a will may leave the residue of the estate to the testator’s “nieces and nephews” without specifically naming them. Where a deceased died without a will,….

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Contested wills, Courts, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Family Conflict
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