This past weekend was the American Thanksgiving. In Canada we knew it was their Thanksgiving because advertising for Black Friday sales was everywhere. First it was on Friday, then it included Saturday and Sunday and now we have Cyber Monday. Enough shopping!- especially as most of it is on line and for those of us who are ‘in the red zone’, it is a bit more challenging to support our….
Goodbye November Continue Reading »
Uncategorized
Today’s blog was written by guest blogger, Yvonne Mazurak, Articling Student at Fasken LLP. With today being Black Friday, it seemed appropriate to write a post about things. Afterall, many of us will likely spend some time this weekend taking advantage of Black Friday deals and buying things for our loved ones (and possibly for ourselves as well). Personal items, or personalty, can be bequeathed to beneficiaries through the use….
Do Personalty Clauses Cover All Personalty? Continue Reading »
Contested wills, Estate PlanningThis blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management No one can question that Eleena Murray, who passed away in May 2017 at the age of 99, had charitable intentions. On the other hand, exactly how charitable her intentions were is at the heart of pending litigation between Eleena’s family and the SPCA. Eleena’s Will, executed in 2003, leaves $440,000 in specific bequests….
Charitable, but not that charitable Continue Reading »
Charitable Giving, Contested wills, Estate Administration, Estate Litigation, In the News
Successfully summoning counsel of record for examination is typically a difficult task, and a motion to quash will often be brought after a summons is served on counsel for one of the parties. Case law in is clear that, generally, calling a lawyer to give evidence against their client should not be done absent the most exceptional circumstances. At a minimum there must be high materiality and necessity – the….
Can Section 3 Counsel be Summoned for Examination? Continue Reading »
Guardianship, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Undue influenceCRA will allow post-mortem pipeline transactions to continue, which will allow individuals to avoid double tax on disposition of certain assets…..
POST MORTEM PLANNING: AGAIN MORE GOOD NEWS Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Administration, Estate Planning, Executors, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Uncategorized, WillsAs I write this blog, it’s grey, cold, there is snow on the ground and many of us have just started our second round of Covid lockdown. Not much to be excited about, yet as we put one foot in front of the other, we need to appreciate how much we do have and how fortunate we are. Last week’s blog was titled ‘Attitude of Gratitude’ and I want to….
Here we go again- round 2 Continue Reading »
Elder Care