April 2021

You can’t choose your family but you can choose your friends

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Further to my fellow blogger’s April 4, 2021 read, I thought I would continue the discussion on the importance of appointing an attorney for property and my particular area of interest, care.  Have you ever wondered what would happen if you didn’t have a family member who could assume the role of power of attorney for care and finance? Who would look after your best interests and keep your personal wishes….

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Caregiving, Power of Attorney

Thoughts on Digitally-Issued Certificates of Appointment of Estate Trustee

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In the blog posted by Maureen Berry on October 9, 2020, my fellow clerks and I wrote about the welcome changes that were introduced that would allow for applications for certificates of appointment of estate trustee (the “Probate Application”) to be filed electronically.  It has now been six months since this change was introduced and I thought I might provide my thoughts on the process. As a reminder, effective October….

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Estate Administration, Estate Administration and Probate Applications, Executors, Wills

If you fail to plan, you plan to fail! What happens if you don’t have a Power of Attorney?

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This Blog was written by: Taylor Sergeant, Scotiatrust  In my job at as a Trust Officer, I see the importance of incapacity and estate planning daily. I understand and appreciate the value of having the difficult discussions needed to plan for a time in which you may no longer be able to make decisions for yourself. This thought often leaves me wondering, why doesn’t everyone execute a Power of Attorney?….

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Guardianship, Power of Attorney

Where There’s a Will, There’s a Way

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Can a suicide note be a valid holograph will? Maybe, and it depends upon where you live. The Ontario case of McGrath v. Joy, which decision was released at the end of 2020, dealt with whether a suicide note was a valid holograph will. My colleague, Rebecca Studin, recently blogged about the case, where it was found that the suicide note was not a valid holograph will. The judge commented,….

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Estate Litigation, Estate Planning, Wills

Tax returns for deceased persons

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The Canada Revenue Agency (CRA) will occasionally post requests to help improve the Agency’s processing efficiency. Recent posts caught my attention given their application to returns for deceased individuals. Date of Death The CRA noticed that tax preparers occasionally include a deceased person’s date of death on the living spouse’s tax return. This may result in the CRA mistakenly recording the living spouse as deceased. This error can cause major….

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Canada Revenue Agency, Executors, Tax Issues, Uncategorized

Interesting Information for Monday Morning

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Ok- interesting for me and hopefully for you too. 1. Q: Did you know as of April 1 2021 the LHIN has a new name? A: Home and Community Care Support Services  (HCCSS) which was the LHIN and before that it was the CCAC (Community Care Access Centre).  I am told there are no changes to the program. 2.Q: Did you know that it is possible for the LHIN  or….

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Elder Care
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