There is no place like home……

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Survey says: “91 per cent of Canadians of all ages and almost 100 per cent of Canadians 65 years of age and older reported that they plan on supporting themselves to live safely and independently in their own home as long as possible.” (Pandemic Perspectives on Ageing in Canada in Light of COVID-19: (Findings from a National Institute on Ageing/TELUS Health National Survey July 2020) Other key findings include: “While….

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Elder Care

Marriage Contracts; The Importance Of Their Review In Estate Planning And “Consenting” Out Of Living Separate And Apart

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In the context of estate planning, I constantly am reminded of the need for a proficiency in family law.  Here’s one reason why. One of the key questions we ask clients is, “Do you have a marriage contract?” The role of a drafting lawyer isn’t, in my view, to simply draft documents.  Rather, it’s to anticipate where issues may arise and ensure those issues are considered as part of the….

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Uncategorized

Loosening Standards for Charitable Property

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A crisis may change long-held views.  In reaction to the devastating economic effect of COVID-19 a couple of regulators have loosened their rules related to two different types of charitable property.  Will these changes be temporary or will they lead to long-term change?  And what effect does it have on estate donations? Ontario The first announcement was from Ontario. In late March, the Public Guardian and Trustee (PGT) released temporary….

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Charitable Giving, Estate Donations, Philanthropy/Charitable Giving, Uncategorized

COVID-19 update: Government Works to Fix Potential Limitation Period Problem

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In order to respond to the COVID-19 pandemic, the government suspended limitation periods and other statutory deadlines between March and September. However, due to concerns about the manner in which the suspension was lifted, the government is currently seeking a declaration that the limitation period was, in fact, validly suspended during this time (as a contrary holding would invite chaos). As I previously blogged, in order to respond to the….

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Courts, Limitation periods

The First of the Firsts

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Everything is different since Covid began and the activities we used to take for granted are now being sorely missed. Family celebrations are so important and there were many that could not be celebrated together. This past Thanksgiving’s meal, for example, was enjoyed as a take out dinner instead of making a turkey for 4 when it is usually at least 14 of us around the dining room table. Covid….

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Elder Care, Uncategorized

Probate Points to Remember – A.K.A. Names and More

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As I have prepared applications for certificates of appointment of estate trustee (“Probate Applications”) over the years, I have kept a list that I call “Probate Points to Remember”.  The purpose of this list is to remind me of how I have handled certain practical matters on Probate Applications.  In today’s blog, I will share some of these tips regarding names, including “also known as” or AKA names. It is….

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Estate Administration and Probate Applications, Wills
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