Scotiatrust

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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.

Undue Influence in Estate Planning

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This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust Historically the area of estates was not particularly litigious, but as families and financial circumstances become more complex, litigation involving estates has become more frequent. Frequently touted, but notoriously difficult to prove, is the allegation of someone being unduly influenced in making their Will. A client of mine (let’s call him Derek) passed away leaving behind his (younger)….

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Capacity Law, Estate Litigation, Uncategorized, Undue influence

April is Autism Awareness Month

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This blog was written by Jessica Ang What is Autism? Autism, also known as, “Autism Spectrum Disorder” is a set of unique strengths and challenges that are characterized from one’s social skills, including one’s verbal and non-verbal communication, to one’s behaviours (Autism Speaks, 2019). Autism is a developmental disorder that I have been learning about for ten years and it continuously remains of significant importance to me. My best friend….

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Canada Revenue Agency, Caregiving, Disability, In the News

Pre-arranging for Personal Care

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This blog was written by Sally Lee, LLB – Estate and Trust Consultant with Scotia Wealth Management Recently, I met a prospective client (let’s call her Jane) who told me she did not have anyone to appoint as her attorney for personal care. It appeared that this issue was the barrier to the rest of her estate planning because she had “no one”.  As her investment advisor and I began….

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Caregiving, Elder Care, Geriatric Care Management, Power of Attorney, Uncategorized

Why Sound Estate Planning is more than Asset Distribution

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This blog was written by Justin Ecclestone, Associate Estate and Trust Consultant with Scotia Wealth Management   Coy Luther Perry “Luke Perry” died on March 4, 2019 at the age of 52. Luke Perry was a renowned Hollywood actor, widely known for his roles in Beverly Hills 90210, The Fifth Element, Buffy the Vampire Slayer, and more recently, his role in Netflix TV Series, Riverdale. Luke Perry suffered a very….

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Estate Administration, In the News, Wills

Will we ever leave Neverland alone?

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This blog was written by Aathiya Bala, Associate Estate and Trust Consultant with Scotia Wealth Management “Leaving Neverland” is HBO’s newest documentary that premiered at the Sundance Film Festival on January 25th, 2019. In this documentary, two men, Wade Robson and James Safechuck allege they experienced years of sexual abuse by Jackson in the late ‘80s and early ‘90s. The estate of Michael Jackson is now suing HBO for damages….

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In the News

Status Indians: From an Estate Planner’s Perspective

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This blog was written by Andrew Ashenhurst, TEP – Associate Estate and Trust Consultant with Scotia Wealth Management   A close friend of mine is actively involved in the Aboriginal space from both an economic and social development perspective. In his work he has often reached out to me with respect to Estate/Trust & incapacity planning topics. Through research and educating each other, I’ve learned of some interesting differences that….

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Estate Administration, Power of Attorney, Uncategorized, Wills
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