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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.

Delusions and Capacity

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 This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management We all know how important it is to have a valid will. Part of that validity stems from ensuring that the testator was capable and of sound mind when he or she signed the will.  This test can become tricky, however, if the testator is suffering from delusions or hallucinations. While it seems instinctually clear….

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Capacity Law, Contested wills, Uncategorized, Wills

Dancing with the Dead

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This blog was written by Aathiya Bala, Associate Estate and Trust Consultant with Scotia Wealth Management   If you had the chance to see your favourite artist perform in concert after they passed away, would you attend? For many Whitney Houston fans, this is now a legitimate question to ask themselves. In May 2019, Whitney Houston’s estate signed a deal with Primary Wave Music Publishing, a boutique marketing and music….

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Executors, In the News, Uncategorized, Wills

Enduring POAs and Gathering Bank Accounts

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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….

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Estate Administration, Power of Attorney

A Taxing Decision for Estate Planners

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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….

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

“It’s Not Fair”

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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,….

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Uncategorized

The Unlikeliest of Events – A Helicopter Crash

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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….

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