Digital Assets: How Advisors are Changing the World

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While I enjoy writing about the legal aspects of digital assets in estate planning and administration, I don’t think that I have spent enough time focusing on the work of the wonderful advisors in this space: technology consultants, lawyers and policy analysts among them. The efforts of these advisors have helped shape the law, internationally, in an area where legal guidance has desperately been needed. As time goes on, I….

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Estate Administration, Estate Planning, International

Greeting a new day

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As the days get shorter, so it seems does our tolerance levels. Families seem to be a lot more stressed.  As I have always said, families are complicated and whether it is the aftermath of two years of ‘social distancing’ or just a steady development of older age and more money- families are simply not getting along. I am seeing a steady increasing in requests for our Functional Living Assessment,….

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Caregiving

The Secret Language of Estates, and Inflation

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Estates clerks and lawyers “speak” their own language.  We use acronyms or initialisms[1] such as CAET, EIR, RCP, ARI, AET, GRE, POA and COLA.  We use abbreviations like Benys and T’ees, and we draw triangles.  The idea for this blog was born when reflecting on having to interpret a lawyer’s handwritten notes for an assistant last week and on answering a “silly” question for a corporate colleague earlier this week. ….

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Estate Administration, Estate Planning, Uncategorized

Dead people who made WAY more money than you

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Concert tickets are a horrible Christmas gift. The concert is a year away. They’re expensive, so the gift receiver is bound to feel guilty. You gave me a pair of tickets, are you implying that I have to take you? Cause now I’m thinking you like this singer more than I do. How can a gift giver make this even more awkward? How about tickets to a concert headlined by….

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Uncategorized

Mental Illness and Medical Assistance in Dying: Changes to the Law Coming Soon

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This blog was written by Christopher Cook, student-at-law. Medical assistance in dying (“MAiD”) is yet in its infancy in Canada. It was only in 2015 that the Supreme Court of Canada struck down as unconstitutional the Criminal Code’s prohibition on physician-assisted suicide. The following year, the Parliament of Canada amended the Criminal Code to permit MAiD for those suffering from grievous and irremediable physical or physiological medical conditions. On March….

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Uncategorized

Giving Tuesday

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This past weekend was the American Thanksgiving.  Black Friday sales and shopping and ‘savings’ ( an oxymoron, no?) advertisements were everywhere. Fortunately there is penance to be had with GivingTuesday, which is  tomorrow.  I can dissuade any guilt by giving to those less fortunate.   According to givingtuesday.ca, this is “a global movement for giving and volunteering, taking place each year after Black Friday.  The ‘Opening day of the giving season,’….

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Charitable Giving
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