Now Updating…Do Not Give Up Before All Revisions Are Complete

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Today’s blog was written by Sandra Arsenault, Law Clerk at Fasken LLP, in collaboration with Jessica Butler, Law Clerk at Fasken LLP. As we move into fall and the corresponding back to school (or office) routines, we in estates administration have a further revision to our primary “textbook.”  The latest update to the CSD Estates Procedures Manual (the “Manual”)[i] is now available. This Manual, which used to be published once….

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Estate Administration, Estate Administration and Probate Applications, Executors

Intestacy and Removing an Estate Trustee

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In Letourneau v Summers, the court examined the factors required to remove an estate trustee when there is an intestacy. The Applicant was the 82-year-old mother of the Deceased. She was the sole beneficiary of the Deceased’s Estate.  The Respondent was the Deceased’s brother and the Applicant’s son. The Respondent’s appointment as the estate trustee without a will was originally on consent but the Applicant quickly became disillusioned with her son’s administration….

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Estate Administration, Estate Litigation

LEAVING A LEGACY FOR YOUR CHILDREN: SHIFTING PRIORITIES OVER TIME

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  As an estate planner, I can divide the people that I see into two types of clients – clients who want to spend all their money before they die and clients whose major concern is structuring and maximizing the transfer of wealth to the next generation. For the first type of client, I always jokingly….

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Estate Planning, Uncategorized

Selling Shakespeare’s Portrait

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In Meuse v. Taylor, 2022 ONSC 1436, the Court considered the grounds for removing an estate trustee. Facts The events giving rise to the Application involved a purported portrait of William Shakespeare painted during his lifetime. If authenticated by an interested buyer, the portrait had a potential value of USD $50,000,000; if simply a 400-year of painting, the value would be far less. The portrait was the primary asset of….

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And who shall I say is calling?

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Reposted:  Most of us avoid talking about death, but in reality many of us think about it regularly. None of us know what the future brings but death is a certainty. We just don’t know when and how. The Jewish New Year (Rosh Hashanah) was recently celebrated, closely followed by the 10 days of Awe leading to Yom Kippur, the Day of Atonement. It is the time for prayer and….

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Interest

Easing the Burden of Losing a Parent

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Hello fellow All About Estates Blog Readers – this is not necessarily going to be an overly long, or overly substantive blog.  Rather, the purpose of this blog is to encourage our blog-readers to take fifteen minutes out of their undoubtedly busy days to read the article by Globe and Mail Staff writer, Erin Anderssen, found in the following link, called “Canada’s baby boomers are leaving behind tons of stuff. ….

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