September 2020

Aging, Memory, Existentialism and Xenoblade Chronicles 2

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“If the Architect does indeed exist, I wish I could ask him… who am I, truly? Whence did I come? Whither am I headed?” – Jin, Xenoblade Chronicles 2 While I usually tend to write about interesting hypothetical legal issues with respect to estates, trusts and family law, I wanted to take today as an opportunity to write a more personal blog post and share a bit about my own….

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Caregiving, Disability, Elder Care

Road Testing your Estate Plan

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their Estate Plan is the Will.  However, when road testing your estate plan, it is not enough to review just your….

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Estate Planning, Executors, Uncategorized, Wills

Cats, the T.S. Eliot Estate and the Gift that May Save the Brontes’ House

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Earlier this year, my colleague Justin de Vries blogged about the post-mortem release of dueling love letters from T.S. Eliot and his friend/inamorata Emily Hale. However, there is now a happier news story regarding the impact of Mr. Eliot from beyond the grave. The Bronte Parsonage, in England, is a museum of the family home of the Bronte sisters that usually attracts 70,000 visitors per year. Due to the restrictions….

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Charitable Giving, Estate Administration, Estate Donations, In the News

Feeling Like an Apostille Imposter

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Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. Working with high net worth clients and their complex estates, I come across new terminology, challenges and scenarios each and every day, which keeps me engaged after years of practice. Recently, I came across a request that left me feeling puzzled. I sent a probate application….

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Uncategorized

What would happen if………….

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This blog was written by Robert Boyd, Scotia Wealth Management While researching an estate and trust related blog, I was recently sidetracked by the beginning of my search. As you probably already know, Google prepopulates suggested search items as you type. A further Google search informed me that the prepopulated questions are actually the list of the most popular searches in the previous week. So what are people thinking when….

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Interest

You Can’t Always Get What You Want, But … You Get What You Need

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In Poitras v. Canadian Cancer Society et. al., 2020 ONSC 4935 (CanLII), a  decision on a motion, the Estate Trustee/moving party sought an order setting the terms of a release so an interim distribution could be made. The responding party argued that an interim distribution could not be made until other issues were resolved and sought costs. Neither party was successful. Background Françoise Poitras died on March 6, 2016. Interestingly,….

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Contested wills, Estate Administration, Estate Litigation, Passing Of Trustees’ and Executors’ Accounts
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