Happy Monday & Yes We Have More Sunshine!

• • 1 Comment

International Women’s Day was yesterday and my first acknowledgement in today’s blog is to women.   Women are the nurturers who provide the majority of unpaid care to their own family members and they are also the majority of poorly paid carers who look after others.  Women live longer than men and as such, often find themselves aging alone. Women are the backbone of our health care system. My second shout….

Happy Monday & Yes We Have More Sunshine! Continue Reading »

In the News

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

• • 0 Comments

This is the second entry in a three-part blog series about the current state of estates law vis-à-vis privacy law. Part I focused 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 be compliant with privacy law requirements. The previous entry in this….

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

Estate Administration, Estate Litigation, Estate Planning, Executors, Succession Planning, Trustee, Uncategorized, United States, Wills

Enduring POAs and Gathering Bank Accounts

• • 0 Comments

This blog was written by Suzanne Singh A Power of Attorney is a document that can bestow a wide range of powers to a named party or parties (the Attorney) by an individual (the Donor). POAs may be special or limited in their scope, or enduring in nature where they continue beyond the mental incapacity of the Donor. This blog deals with enduring POAs where the Donor can no longer….

Enduring POAs and Gathering Bank Accounts Continue Reading »

Estate Administration, Power of Attorney

Hidden Fees – A Breach of Trust

• • 0 Comments

Registered accounts are often set up as express trust accounts, with the bank acting as trustee and the account holder as beneficiary. In these cases, banks are subject to all the same fiduciary duties and responsibilities that apply to all trustees – meaning they cannot charge hidden fees…..

Hidden Fees – A Breach of Trust Continue Reading »

Compensation, Contracts, Estate Litigation, Fiduciary Professions, Passing Of Trustees’ and Executors’ Accounts, Trustee, Trustee Compensation, Trusts

Gesundheit

• • 0 Comments

As I sat down to write today’s blog, it seems that the topic that is on many people’s mind is the coronavirus or Covid 19. As some of you may know, I often write/present about being better prepared and understanding options in advance is my preferred message. So I thought today’s blog would discuss some things we can do to prepare ourselves and our aging relatives to avoid getting ill….

Gesundheit Continue Reading »

Uncategorized

The Use of Primary, Secondary, Tertiary, Quaternary etc. Wills in Estate Planning

• • 0 Comments

Today’s blog is being brought to you by guest blogger, Fatima Husnain, Articling Student at Fasken LLP. The use of multiple wills in estate planning is not a new concept for estate practitioners. To explain briefly, multiple wills are often created as an estate administration tax (“probate tax”) planning mechanism. One will (the “Primary Will”) governs assets that require a certificate of appointment of estate trustee (“probate”) to administer, one….

The Use of Primary, Secondary, Tertiary, Quaternary etc. Wills in Estate Planning Continue Reading »

Estate Planning, Wills
Scroll to Top