Estates Law and Privacy Law: An Incomplete Intersection (Part I)

• • 4 Comments

Estates Law and Privacy Law: An Incomplete Intersection (Part I) This is the first entry in a three-part blog series about the current state of estates law vis-à-vis privacy law. Part I will focus on the relevant federal and provincial privacy legislation. Part II will examine significant court decisions relating to this area. Part III will look at solutions for lawyers to help their clients manage their estate planning to….

Estates Law and Privacy Law: An Incomplete Intersection (Part I) Continue Reading »

Estate Administration, Estate Litigation, Estate Planning, Executors, Succession Planning, Uncategorized, Wills

The Unlikeliest of Events – A Helicopter Crash

• • 2 Comments

This blog was written by Justin Ecclestone, Associate Estate and Trust Consultant with Scotia Wealth Management As a member of the Estate Consulting Team at Scotia Wealth Management, I find myself speaking with clients about how to avoid and protect against the worst-case scenarios. Let’s look at a common scenario. A couple hold all assets jointly and plan to provide for children and grandchildren on the death of the second….

The Unlikeliest of Events – A Helicopter Crash Continue Reading »

Uncategorized

Yet Another Family Cottage Feud

• • 0 Comments

In summertime cottages are the delight of everyone. But that dreamy cottage can turn into an estate litigation nightmare, as one family discovered in Donaldson v. Braybrook, 2020 ONCA 66. Margaret had four children: Wendy, Susan, Thomas and Barry. She allowed them all generous access to her cottage. In fact, Margaret was so committed to providing this access to the cottage that she moved into the apartment over its garage….

Yet Another Family Cottage Feud Continue Reading »

Cottage, Estate Litigation

Yo, this is a shout out to Young Carers.

• • 0 Comments

January  was Alzheimers’ Awareness Month and  on January 30th,  we also recognized and raised awareness for Young Caregivers. Many young carers,  defined by Stats Canada as young people between the ages of 15-24,  are helping their family members who are living with dementia. There are many carers who are much younger who also provide support and care to the family but are not part of the larger Stats Canada data….

Yo, this is a shout out to Young Carers. Continue Reading »

Caregiving

Death of a Non-Resident

• • 1 Comment

Today’s blog was written by guest blogger, Kathryn Walker, Associate at Fasken LLP. If you are considering retirement and old age in a warmer climate, keep in mind that in escaping the cold you will not necessarily escape Canadian taxes on death since Canadian non-residents remain subject to Canadian income tax on death in respect of certain types of property. When a non-resident dies, for Canadian income tax purposes, there….

Death of a Non-Resident Continue Reading »

Canada Revenue Agency, Tax Issues

Charitable Remainder Trusts in Canada

• • 3 Comments

The Charitable Remainder Trust (CRT) is a gift planning structure that rarely works in Canada.  An import from the U.S. – where it is an integral part of the gift and estate tax regime – the CRT in Canada has fewer tax and planning benefits.  It’s a foreign plant that doesn’t thrive in the Canadian soil. CRTs in the U.S. Introduced in 1969, U.S. CRTs are a defined structure in….

Charitable Remainder Trusts in Canada Continue Reading »

Estate Donations, Estate Planning, Philanthropy/Charitable Giving, Trusts
Scroll to Top