March 2022

Mental Health and Estate Planning; How to Navigate a Changing Conversation

Today’s Blog was written by Emily Papsin, Articling Student at Fasken LLP On February 10th, the Ontario Court of Appeal released its decision in Joy v. McGrath. The court affirmed the application judge’s finding that Mr. Joy’s suicide note was a valid holograph will, and overturned his finding that Mr. Joy did not have the requisite capacity to make it. Though the Court of Appeal corrected the error of law….

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Canadian Donation Incentives

I published a version of this blog three years ago to address the many questions on Canadian tax incentives for donations that I receive.  Since the questions keep coming here is a revised and updated version. Generous but Complex and Opaque Canada has the most generous tax incentives for charitable giving in the world, but few Canadian donors understand what they save and how the system works. Why the paradox? ….

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Philanthropy/Charitable Giving, Uncategorized

Best Gets The Rest: Doctrine of Ademption Alive and Well

In Canada estates and trusts law aims to give effect to a testator’s intentions. This principle is paramount and part of the rationale for the common law doctrine of ademption: if property which is gifted in a will no longer exists at the time of the testator’s death, the gift “adeems” or fails. In part, the doctrine assumes that a testator may have disposed of the property before his death….

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‘Buy the Shoes- take 2

I have been hearing a lot of bad news lately. Contemporaries of mine who have either died or had major cardiac/cerebral events that were life threatening and forever life changing. It only takes a few of these tragic occasions to once again remind ourselves, that tomorrow is never guaranteed. I blogged on this theme last year, with the message of ‘buy the shoes’. That blog was dedicated  to Wendy L-….

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Elder Care

Codicils within Multiple Wills and the Complexity Between Them

Today’s blog was written by Najib Painda, Wills & Estates Law Clerk at Fasken LLP   As you may know, the purpose of a Codicil is to effect minor changes within an existing Estate plan without the need to create a whole new Will. In today’s age of technology, where new documents can be produced with relative ease, Codicils are becoming less common. When a client is looking to make….

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Estate Planning, Wills

MY WILL – WHOSE BUSINESS IS IT ANYWAY?

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  There is no doubt that a will is a deeply personal and intensely private document. Your estate plan may not be something you wish to share with the public at large. However, are there certain people you should share your estate plan with while you are still alive? What are the potential pitfalls of keeping….

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