Scotiatrust

Total 217 Posts

 Website

For over 100 years, Scotiatrust® has helped Canadians preserve and transfer their wealth. Together with your team of specialists, we work to understand your achievements and help you connect them, so your wealth makes the meaningful impact you want. We also help you make important decisions sooner and ensure they’re followed when you’re unable to do so yourself. We are a team of highly experienced, hands-on professionals and we view it as our responsibility to ensure our clients have addressed all relevant issues and that their wishes are followed throughout and beyond their lifetime, helping them to live well and leave well.

Enduring POAs and Gathering Bank Accounts

• • 0 Comments

This blog was written by Suzanne Singh A Power of Attorney is a document that can bestow a wide range of powers to a named party or parties (the Attorney) by an individual (the Donor). POAs may be special or limited in their scope, or enduring in nature where they continue beyond the mental incapacity of the Donor. This blog deals with enduring POAs where the Donor can no longer….

Enduring POAs and Gathering Bank Accounts Continue Reading »

Estate Administration, Power of Attorney

A Taxing Decision for Estate Planners

• • 0 Comments

This Blog was written by Mélina Konzak, Estate and Trust Consultant, Scotiatrust  Like most new case law delivered right before the holiday season, the decision rendered by the Superior Court judgment of The Estate of Caron v. Malenfant appeared at first to be swept under the rug. However being the controversial decision it has revealed itself to be, once published in Québec’s leading law journal (l’Express SOQUIJ) in early February, the….

A Taxing Decision for Estate Planners Continue Reading »

Contested wills, Estate Planning, In the News, Uncategorized, Wills

“It’s Not Fair”

• • 1 Comment

This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management If you have a child, you probably hear these words uttered ad nauseam. Whether it’s because little sis got to eat her grilled cheese sandwich with the crusts cut off or big bro gets to sleep over at his friend’s house overnight, the grass always seems greener on the other side of siblinghood. And,….

“It’s Not Fair” Continue Reading »

Uncategorized

The Unlikeliest of Events – A Helicopter Crash

• • 2 Comments

This blog was written by Justin Ecclestone, Associate Estate and Trust Consultant with Scotia Wealth Management As a member of the Estate Consulting Team at Scotia Wealth Management, I find myself speaking with clients about how to avoid and protect against the worst-case scenarios. Let’s look at a common scenario. A couple hold all assets jointly and plan to provide for children and grandchildren on the death of the second….

The Unlikeliest of Events – A Helicopter Crash Continue Reading »

Uncategorized

Why Plan For One When You Can Plan For Generations?

• • 11 Comments

This blog was written by Alex Fournier The Trust industry has shifted its focus towards servicing the biggest market segment yet to be seen – the Baby Boomers. With the biggest intergenerational wealth transfer coming, it is the most logical course of action to undertake. In Canada alone, reports speculate that a staggering $1.1 trillion worth of assets will be passed on to numerous generations over the next decade. Although Millennials….

Why Plan For One When You Can Plan For Generations? Continue Reading »

Estate Planning, Power of Attorney, Trusts

Challenge Accepted: Court Challenges to Wills and Claims Against Estates

• • 1 Comment

This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management As lawyers, we routinely field questions from testators about how to avoid challenges to their wills, especially where they’ve decided to leave a family member less than what they might have expected. On the other side of the coin, we’re also asked to help executors facing court challenges commenced by the jilted family member….

Challenge Accepted: Court Challenges to Wills and Claims Against Estates Continue Reading »

Contested wills, Estate Litigation, Uncategorized, Undue influence, Wills
Scroll to Top