January 2026

Starting With the Obituary

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As an estates law clerk, when I begin work on a new estate administration file, one of the first things I do is read the deceased’s obituary. It isn’t a legal document like the Will, but it often provides valuable background information about the deceased and helpful context about family members.[1] It feels respectful to acknowledge the person behind the file before shifting focus to the legal documents and formal….

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Estate Administration, Funeral Planning, Grief

The “Easy Solution” That Creates Estate Problems Later

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Most estate problems do not start with bad intentions or poor advice. They start with an easy decision. A parent adds a child to a bank account to make bill paying simpler. A couple downloads an online Will template to “get something in place.” A family assumes the oldest child will naturally take care of things when the time….

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Estate Planning, Wills

Guardianship: A Refresher

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Scotiatrust

Disputes relating to the guardianship of a person or of their property are relatively common in the world of estates and trusts litigation. To be clear, the appointment of a guardian is done through the court process and via a court order, whereas the appointment of an attorney for property or personal care is effected by the granting of that authority by one individual to another or to multiple persons…..

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Estate Litigation, Guardianship, Powers Of Attorney and Guardianship Disputes, Uncategorized

Dual Citizens, U.S. and Tax

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Dual U.S.-Canadian citizens residing in Canada may want to pay particular attention to the Exclusive Citizenship Act of 2025 (the “Act”); a proposed bill establishing that “citizens of the United States shall owe sole and exclusive allegiance to the United States […]”.[1] Under the proposed bill, dual citizens have one (1) year from the date of the enactment of the Act to submit a written renunciation of their foreign (e.g…..

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Canadian and US Tax Treaty, Tax Issues, U.S. Citizen, United States, US Taxes

Alzheimer’s Awareness – Cautious Optimism

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January is Alzheimer’s Awareness Month in Canada. With new advances in diagnosing and treating the disease, clinicians and researchers are cautiously optimistic that they are on the verge of breakthroughs in treating its causes and improving symptom management. At the same time, we are still seeing a rising epidemic of dementia in Canada, and caregivers and families continue to struggle under the burden. Two years ago, in an AAE blog,….

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Elder Management, Smart Ageing

A Pragmatic and Positive Approach Towards International Migration

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Today’s Blog was written by Rahul Sharma, Partner, Fasken LLP, Toronto This is a short blog post written on a cold morning in Toronto.  It is currently -12 degrees in Toronto (with a windchill factor of -21 degrees).  It is presently sunny and 26 degrees in the Cayman Islands.  On days like these, migration weighs heavily on some minds. I would like to thank Meera Raman of the Globe and….

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Tax Issues, US Taxes
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