Zoom Is Here To Stay: Virtual Discoveries As The New Normal

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In the early days of the COVID-19 pandemic, I blogged about Justice Myers’ decision in Arconti v. Smith where his Honour decided that an examination should proceed virtually.  As his Honour pithily noted, we no longer record evidence with a quill and ink; technology changes and our legal practices must change with it. If there was a doubt as to whether Arconti was only applicable during the pandemic, Justice Myers….

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Estate Litigation

Preferred shares – Liability or equity?

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There has been significant debate over the years regarding the financial statement presentation of redeemable or mandatorily retractable shares (RoMRS) as either a liability or equity. First, a bit of background When Accounting Standards for Private Enterprises (ASPE) were issued in 2011, it was determined that RoMRS should continue to be recorded at par, stated or assigned value in a separate component of equity.  An amendment to ASPE reporting of….

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Estate Planning

CareBots are (hopefully) coming soon….

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It was 3 years ago this week that I enjoyed my last big trip away; a trip to Japan and Taiwan, that now feels like a life time ago. At that time Japan was leading the field in their use of technology and care robots.  They are still leading the field. I visited Shintomi Nursing Home in Tokyo that utilizes (at that time) over 20 different types of care bots…..

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Caregiving, Elder Care, Uncategorized

Holograph Wills, Incorporation by Reference and a Warning

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Today’s Blog was co-written by Jessica Bulter, law clerk at Fasken LLP Holograph Wills have always been a tempting choice for some testators as the requirements are simply that it is written by the testator “wholly” in their own handwriting, signed by the testator at the end of the Will and, that it expresses an intention to dispose of property upon death (see our blog here for a more in-depth….

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Uncategorized

Should we put our kids on title? Simplifying a common question

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This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management  One of the most common questions I get asked by clients is if they should add one or more of their children on title to their home or other real estate holdings. A lot of people like the simplicity of using joint tenancies to automatically transfer the property on their death. It certainly can be an….

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Uncategorized

Proving Charitable Purposes

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Charitable purpose trusts are given special status in the law. While most other types of trusts must have a clear end date, charitable purpose trusts may live forever. All other types of trusts have to have specific and defined beneficiaries, yet charitable purpose trusts may exist in order to further a “charitable purpose.” While courts are generous in determining whether the purpose of a trust is charitable, there are clear….

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Charitable Giving, Estate Administration, Estate Donations, Estate Planning, Fiduciary Professions, Philanthropy/Charitable Giving, Trusts
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