When Leaving Your Premises for Medical Reasons and Never Go Back: Need a Plan

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I do a lot of work in the insurance industry. Recently, I came across a court case which I thik is a cautionary tale for estate planners and executors. In Gregson v. CAA Insurance., 2021 ONSC 3041, Ms. Gregson was a property owner and name insured on March 17,2017 when her property sustained water damage. A plumber determined that the pipes servicing a bathroom sink had a crack in the….

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Capacity Law, Caregiving, Disability, Elder Care, Estate Administration, Estate Planning, Executors, Geriatric Care Management, In the News, Insurance, Power of Attorney, Property, Testamentary Capacity, Trustee

Adult Dependent Children: ‘Grown ups’ who need support on a lifelong basis

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We are living longer- everyone is.  Over the last few months I have seen an increase in referrals by older adults who are doing their estate planning AND need to  ensure care and financial arrangements are in place for their adult dependent offspring. My legal and trust colleagues can describe the necessary steps, which often include a Henson Trust or perhaps a Guardianship application. The need for ‘supportive independent’ living may….

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Caregiving

Channelling Your Inner J.K. Rowling in Drafting Trustee Resolutions

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Today’s blog has been collaboratively written by Corina Weigl and Tamar Silverbrook. The fast paced, (often) time sensitive and adrenaline rushing nature of ‘estate freezes’[1] helps captivate us in the world of trust work.  What is, however, particularly appealing is the ability to be creative. The trust and estate documents involved in estate freezes, such as trust deeds, trustee resolutions and, if relevant, letters of wishes, allow the drafter to….

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Uncategorized

The Philanthropist as Villain

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[caption id="attachment_15923" align="aligncenter" width="1400"] Hervé Pierre as Hubert Pellegrini in Lupin, Netflix.[/caption] Some of the most nefarious villains in popular culture are philanthropists. The fabulous – and fabulously junky – Netflix series Lupin makes it clear. Philanthropists are smiling hypocrites with too much money and no scruples. Evil. In Lupin, the villain that bedevils the titular gentleman thief hero (played by the supremely charismatic Omar Sy) is a corrupt, arms….

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Estate Planning, Philanthropy/Charitable Giving

The medical expense tax credit: COVID-19 tests and vaccines

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With the requirements for COVID-19 tests for entry into Canada and vaccines, the Canada Revenue Agency (CRA) was asked to comment on the availability of the medical expense tax credit (METC). Medical expenses which are eligible for the METC are limited to those described in our tax rules. If a particular expenditure is not described as an eligible medical expense, or if the conditions under which the expenditure would qualify….

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Canada Revenue Agency, Costs, Elder Care, Executors, Geriatric Care Management, Healthcare, Tax Issues, United States
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