Resuming Life in Long Term Care (or least trying)

• • 0 Comments

As of July 7, 2021, Step 2  of the ‘Roadmap to Reopen’, restrictions on visitors to our Long Term Care settings have been opened up. In terms of vaccination requirements, the Ministry have required staff to either: Proof of vaccination Provide a documented medical reason for not being vaccinated Participate in an educational program about the benefits of being vccinationed and risks of not being vaccinated Last week personal care….

Resuming Life in Long Term Care (or least trying) Continue Reading »

Business Succession Planning, Elder Care, In the News

Tips on Bringing a Passing of Accounts Application – Part 3

• • 1 Comment

Today’s blog is a continuation of my series[1] on bringing an application to pass accounts (the “Passing Application”).[2]  After the hearing date is set with the court office and the notice of application issued, the next step is to serve the beneficiaries.  The beneficiaries then have an opportunity to review the accounts and respond. What documents must you serve on the beneficiaries? The Ontario Rules only require that you serve….

Tips on Bringing a Passing of Accounts Application – Part 3 Continue Reading »

Passing Of Trustees’ and Executors’ Accounts

Estate Planning for Eco-Conscious Canadians: Arranging an Eco-Friendly Death

• • 3 Comments

This Blog was written by Lara Besharat   Throughout the last year and a half, the pandemic, and the precarious nature of our collective health, has rested firmly at the forefront of everyone’s minds. This has led to a significant increase in estate planning. However, for many, there is still one estate planning step they are reluctant to take: planning their funeral. Prior to the pandemic, less than half of all….

Estate Planning for Eco-Conscious Canadians: Arranging an Eco-Friendly Death Continue Reading »

Estate Planning, Funeral Planning

Supreme Court of Canada Unseals Sherman Estate Probate Files

• • 0 Comments

On June 11, 2021, the Supreme Court of Canada released its highly anticipated decision in Sherman Estate v. Donovan. Background The facts of the case have been widely publicized. Barry and Honey Sherman, a prominent couple, were found dead in their home in December 2017. Their deaths, treated as homicides, remain unsolved. The estate trustees of their estates sought sealing orders in respect of the probate applications. The sealing orders….

Supreme Court of Canada Unseals Sherman Estate Probate Files Continue Reading »

Uncategorized

Capacity to Marry: Balancing Autonomy with Protection of the Vulnerable

• • 0 Comments

Capacity to marry is often raised in the context of an allegation of a predatory marriage. But what about when the adult children disapprove of the union and devise a scheme to protect their inheritance from the purported “gold digger”? This was the scenario in the case of Tanti v Tanti et al., 2020 ONSC 8063. The relationship between Paul Tanti (“Paul”) and Sharon Joseph (“Sharon”) was never accepted by….

Capacity to Marry: Balancing Autonomy with Protection of the Vulnerable Continue Reading »

Capacity Law, Dependant Support, Estate Litigation, Wills

The Finance Strikes Back

• • 0 Comments

As the story of Bill C-208 (intergenerational transfers) continues to evolve, I can’t help but make analogies to my favorite childhood trilogy.  The Star Wars trilogy was a dominating force in my childhood.  I lived and breathed the interesting stories produced by this vast universe created by George Lucas. In comparison to Star Wars, our vast tax universe also produces interesting stories. The latest story involves the private member’s bill,….

The Finance Strikes Back Continue Reading »

Business Succession Planning, Tax Issues
Scroll to Top