Keeping Up from the Kasket – Planning Your Digital Death

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This post was written by Emily Rosen Can someone inherit a digital identity? At what point does an Instagram account become a business rather than a personal platform? We have already seen this happen with celebrities after they die; Paul Walker, Nipsey Hussle, and Michael Jackson all still have active Instagram accounts. The deceased rapper, Lil Peep, has faced significant controversy over his social media. As I write this, his….

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Estate Planning, In the News

To Forgive, or Not to Forgive, What Was the Intention?

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In Middleton Estate v. Middleton, 2020 ONCA 552 (CanLII), the Court of Appeal for Ontario considered the appeal from a trial judge’s decision concluding that the first of two promissory notes reflected the deceased’s intention that a loan made to her daughter was repayable on the deceased’s death. Facts: Eva Middleton died on June 5, 2015. Following Eva’s death, her estate trustee received two promissory notes: the first dated July….

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Credibility, Deference, Estate Litigation

MCI= More Than Just Forgetfulness

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Are there any ‘THIS IS US’ fans out there?   I watched the Season 5 Premier this past weekend.  No spoiler alerts here but it was a very timely show, which discussed Covid, Black Lives Matter and feuding siblings.  However for today’s blog I thought I would write about Rebecca’s diagnosis of ‘Mild Cognitive Impairment’. Baycrest’s clinical neuropsychologist, Dr. Nicole Anderson, defines MCI as “ the boundary zone or transition state….

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Elder Care

Embracing the COVID-19 Ready Executor

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This Blog was written by Edward Ngo, Estate and Trust Advisor  with MD Private Trust, Scotia Wealth Management In Vancouver, the virtual estate planning landscape is changing before our eyes since British Columbia declared a state of emergency on March 18, 2020 due to the COVID-19 pandemic. The early contentious months of uncertainty surrounding the creation and execution of a Will in the middle of the pandemic has slowly subsided….

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Estate Planning

Look Out: The New Trust Reporting Rules Are Almost Here

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As we head in to the Fall of 2020, we are quickly approaching the new trust reporting requirements. The new trust reporting rules come into effect with taxation years ending after Dec. 30, 2021.As a reminder to administrators, if a trust continues to be in place past Dec. 31, 2020, the trust will need to comply with the new reporting rules and the trust administrators must provide the following additional….

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Canada Revenue Agency, Estate Administration, Executors, In the News, Practice Management, Tax Issues, Trustee, Trusts, Uncategorized
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