All About Estates

Time to Refreeze: Redux

Steven Frye • March 24, 2020 • 0 Comments

The freezing of current share value so that your chosen successors can easily participate in the future growth of your enterprise is a common estate planning technique. What if the value of the frozen shares now exceeds the value of the enterprise as a whole? I wrote about this sometime ago and I think the current economic circumstances create an opportunity to revisit it. The Covid-19 crisis has lead to….

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Business Succession Planning, Canada Revenue Agency, Estate Planning, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Trusts, Uncategorized, Wills

Uber Eats on Face Time?

Audrey Miller • March 23, 2020 • 0 Comments

It is Sunday and around the time when I normally sit down to write my weekly blog post. However it doesn’t feel like a Sunday and I don’t think tomorrow is going to feel like a normal Monday morning either. We are not in ‘normal’ times. I had a ‘Zoom’ face to face on line call with some friends who had recently returned from abroad and were now in self….

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Elder Care

We Are Not Fortune Tellers But….

Maureen Berry • March 20, 2020 • 1 Comment

Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. The year 2020 has proven to be quite challenging thus far. It is a test and a reminder of the importance of our job as estate practitioners. We spend our days assisting clients in preparing for unforeseen circumstances, such as the birth of children and grandchildren,….

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Estate Planning

Delusions and Capacity

Scotiatrust • March 19, 2020 • 0 Comments

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management We all know how important it is to have a valid will. Part of that validity stems from ensuring that the testator was capable and of sound mind when he or she signed the will. This test can become tricky, however, if the testator is suffering from delusions or hallucinations. While it seems instinctually clear….

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Capacity Law, Contested wills, Uncategorized, Wills

COVID-19, the Courts and the One Judge Pilot Project

Jacob Kaufman • March 18, 2020 • 0 Comments

We must all do our part to help fight the spread of COVID-19, including frequent hand washing and social distancing. As of this Tuesday, the Ontario civil courts (including the estates list) are doing their part by suspending regular operations. In the interim, the court will be hearing urgent and time-sensitive motions and applications where “immediate and significant financial repercussions may result if there is no judicial hearing.” A hearing….

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In the News

Let’s meet for a virtual coffee!

Audrey Miller • March 16, 2020 • 0 Comments

Today’s blog is sent from my home office to yours, as you are likely working from home- whether you are already in self quarantine or being socially distant and respectful. So much can change in one week and hard for us all to imagine what next week will bring. However until then, I want to share some positive activities that can be initiated as we figure out how best to….

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Caregiving, Elder Care, Uncategorized