In a follow up to my blog post of September 18, 2020 (“Part One”), this blog will consider what it means if you have received notice that you are a residuary beneficiary of an estate. You are probably wondering what a residuary beneficiary is. To understand this, you must understand what the term residue means. As I addressed in Part One of my blog, the term residue is defined to….
You’ve Got Mail – Part Two Continue Reading »
UncategorizedThere is a saying among charitable gift planners: “beware of in-kind property donors who show up with valuations in hand.” In other words, eager donors and their gifts may be too good to be true. This is folk wisdom that points to a serious issue. Donors, executors and charities often struggle with in-kind donation valuation. Who commissions and pays for in-kind donation appraisals, the donor or charity? Standard Practice The….
Valuing In-kind Donations Continue Reading »
Estate Donations, Estate Planning, Philanthropy/Charitable Giving, Uncategorized
Do you have to serve all respondents with all materials filed in an application? Only if the person has filed a notice of appearance or the court orders otherwise…..
Who Gets Served? Continue Reading »
Contested wills, Disability, Estate Litigation, Family Conflict, Practice Management, Wills
An ‘attitude of gratitude’ seems to be the mantra of the 2020 Masters Tournament commentators. Fans are so happy to have the Masters on this year- albeit in November rather than April. It is a motto that more of us need. I would like to apply this positive attitude and acknowledgement to caregivers as this is National Family Caregivers Month. More than ever as this pandemic overshadows absolutely everything and….
Attitude of Gratitude Continue Reading »
Elder Care
A few months ago, I was sent this article in the Globe and Mail.[1] The article explores the notion of introducing legislation to legalize electronic wills in Ontario. Although some of us here in the estates and trusts world have experience deducing what the positives and negatives of electronic wills might be, I found the article interesting because it represents an instance where the discussion surrounding electronic wills is making….
Electronic Wills in Ontario: Growing Interest, Growing Need, or Growing Concern? Continue Reading »
Contested wills, Estate Planning, WillsThis Blog was written by Angèle LeBlanc, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management The Medical Assistance in Dying, Bill C-14 (MAiD) was enacted into law on June 17th, 2016. Since then, some of us may have heard of cases where individuals, even clients, have chosen to end their life with MAiD. With every new law passed, however, litigation is certain….
Until Death Do Us Part… Continue Reading »
Courts, Uncategorized