April 2025

Estate Administration and China

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This article discusses, at a high-level, estate administration in China and some considerations when someone inherit assets located in China. As mentioned in my previous article, planning for cross-border estate administration with China is complex thus, I must admit the information is general in nature and based on my personal experience. China’s Estate Administration When it comes to estate administration involving moveable or immovable property in China, one can assume….

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China, Estate Administration, Estate Administration and Probate Applications, Estate Planning, International

Smart Ageing: Post-Retirement Planning to Avoid Costly Mistakes

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For the past five years, it has been my pleasure to address a local service club on the topic of Smart Ageing and discuss other topics proposed by the members. The members are retired professionals and businessmen with an average age of 80. The forty men present in person this year, plus those online, wanted to discuss the costly mistakes that could occur if appropriate personal care plans were not….

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Elder Management, Smart Ageing

Modern Families: Children and Issue in Jay Pritchett’s Will

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  Today’s blog was written by Karen La Caprara, Counsel, at Fasken LLP. In my last blog post “Modern Families: References to Children and Issue in Wills – All About Estates”, I discussed the meaning of “children” and “issue” for the purpose of determining the beneficiaries of an estate where a Will refers to such classes of beneficiaries. I applied the applicable Ontario legislation to some of the characters from….

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Estate Administration, Estate Planning, Family Conflict, Wills

Tariffs and Estate Planning

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This blog post was written by Dave Madan, Senior Manager, Scotiatrust Following President Trump’s announcement of “Liberation Day,” Canadians are contemplating the reasons behind this decision. Amidst this uncertainty, many Canadians have re-evaluated their relationships with the United States, encompassing their daily interactions, financial affairs, and future planning. The purchase of American goods has been supplanted by Canadian alternatives. Investments in American companies have been replaced by domestic investments, and….

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Canadian and US Tax Treaty, Estate Planning, United States, US Taxes

Some Good News

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With all going on in the world right now, I figure we could all used some good news. Last week, CBC News published an article about Gerald and Coby Goguen, a couple from New Brunswick, who were able to pass away hand in hand earlier this year. Married for 41 years, Gerald and Coby were both battling cancer in the months leading up to their deaths. Through medical assistance in….

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