June 2024

Child Sponsorship Fundraising

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[caption id="attachment_20882" align="aligncenter" width="418"] Courtesy of Save the Children, Australia[/caption] Child sponsorship is one of the greatest mass-market fundraising innovations of all time and a multi-billion dollar a year industry. Used primarily by international development organizations, sponsorship emotionally ties donors to individual children, providing insights, human connection, and funder loyalty.  It’s a fascinating model that has evolved over time, and it’s not without controversy.  How did it emerge? Why is….

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Estate Donations, Philanthropy/Charitable Giving

Appealing a Consent Order

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When an Order is granted on consent in a proceeding, it is inherent that all of the parties have agreed to the Order, hence the obvious use of the word “consent”. Nevertheless, and however improbable it may seem, it is possible to appeal a Consent Order. The applicant in Behrisch v Behrisch, 2024 ABCA 101 did just that, as she contended that although she had originally consented to the Order,….

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Uncategorized

When exercising discretion, what factors should a Trustee of a discretionary trust take into account?

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Maddi Thomas, Associate Gowling WLG (Canada) LLP Where a trust holds non-liquid assets that are to be distributed amongst multiple beneficiaries, how can the trustee ensure that their use of discretion was as fair, equitable, and diplomatic as possible? On a related note, when will a court interfere with a trustee’s discretion? Understanding the Scope of Discretion First and foremost, it is important that any trustee understands the scope of….

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Courts, Trustee, Trustee Disputes, Trusts, Uncategorized, Wills

Insights into Resolving Care Disputes for High-Net-Worth Families – Part 2

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There are three truisms behind care disputes. Every caregiving situation is unique. Conflicts arise when making difficult care decisions. There is no one care solution or dispute resolution that suits all cases. To complicate matters further, the cost of care can easily escalate, and privatization of health care is expanding. So, it is not surprising that people with financial resources are increasingly turning to private management for customized care solutions…..

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Caregiving, Elder Care, Elder Management, Smart Ageing

Gamers are Letting off Some “Steam” After Learning that Purchased Games are Not Transferrable on Death

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Pictured: A screenshot of a discussion between a Steam user and a Steam Support representative that has taken the internet by storm. Usually, I get my trusts and estates-related news from legal blogs, LinkedIn or emails from colleagues. So, you can imagine my surprise when I stumbled upon a pretty big story in the world of trusts and estates as I was scrolling through the front page of Reddit. For….

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Contracts, Estate Administration, Estate Planning, In the News, Property, Succession Planning, Wills

There’s no better time than the present

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An older woman is packing boxes in her living room.

Six reasons to start estate planning early! Estate planning is a part of life that, despite best intentions, is often moved to the back burner. It’s not surprising; many individuals struggle to consider or discuss their own mortality and that of their closest loved ones. Nobody is excited to review what happens if their functioning declines, or worse, if they suddenly pass away. However, if these discussions are avoided for….

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Estate Planning
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