New Year, New Encounters

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Another year, another lockdown. It was not my intention for my first blog of 2021 to concern COVID-19 but, alas, here we are. Although COVID-19 continues to impact our daily lives, new measures have been implemented by the Courts and by Legal Practices to allow us to continue to properly service our clients. As I continue to discover, additional new measures or encounters still arise from time to time. The….

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Caregiving, Elder Care, Elder Law, Estate Planning, Wills

Age 40 Trusts – Income-Splitting is Alive and Well!

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This Blog was written by Joanna Mazin, Estate and Trust Planning Lead at MD Financial Management Inc. which is part of Scotia Wealth Management In an age when it is becoming increasingly difficult to income-split, here is a planning strategy that could be available to high-income earners who are looking to provide tax-efficient financial support to a low-income child for private school tuition, post-secondary school fees, lessons, camps, or other expenses benefiting the….

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COVID-19 Update: No Adjournment of Virtual Trial

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I previously blogged about Chief Justice Morawetz’s new Notice to the Profession (effective December 29, 2020) that that all non-jury matters shall proceed virtually unless it is absolutely necessary for the matter to be conducted in person. This Notice to the Profession has now been applied in Flying E. Ranche Ltd. v. Attorney General of Canada, 2020 ONSC 8072 where the court refused to adjourn a complex trial, instead directing….

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Courts, In the News

Caregiving and life planning: starting off on the right foot.

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The first official work day of a New Year- Yippee!  Like you, I am so glad to put 2020 behind me. My most productive undertaking during this holiday season ( in addition to binge watching Bridgerton) was the shredding of 10 boxes of old files (from 2010 and earlier), cleaning up of my desk and office space and the decision to get a new ergonomic  desk and chair. While clearing….

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Caregiving

New Year’s Resolutions: “creating yourself” and your estate plan in 2021

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This Blog was written by: Anne McFarlane, Estate and Trust Consultant, Scotia Wealth Management  I have always loved celebrating the New Year. On top of the fancy attire, sparkly decorations, and fizzy drinks, it’s a time of reflection and reinvention. To think back to what went well in the year prior and decide how our next rotation around the Sun will look. Given how 2020 treated us (don’t worry –….

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Does the Estate Trustee Always Participate in Estate Litigation?

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One of the duties of an estate trustee is to respond to litigation brought against the estate. The estate trustee is also the only person with the authority to start litigation on behalf of the estate. Because estates are not legal entities such as corporations, the party to the litigation is the estate trustee, not the estate. If the estate is named as a party to the litigation, the title….

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Dependant Support, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Family Conflict, Spouse, Trustee, Trustee Disputes
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