You may recall I wrote a blog post last year on the Supreme Court of British Columbia decision, Quinn Estate, 2018 BCSC 365, which rendered the “pour over” clause in the late Pat Quinn’s (“Pat”) Will invalid. The basis for this decision was twofold:….
“Pour Over” Clauses Revisited Continue Reading »
WillsThis blog was written by Teresa Acs – Director, Professional Development & Process Excellence I had the pleasure of participating at last week’s Society of Estate and Trust Practitioners (STEP) Canada Conference. Each year, the conference attendance surpasses the year before, speaking to both the quality and importance of this event. The STEP conference attracts those practicing in the estate and trust field; lawyers, accountants, service providers and Trust Companies. ….
The STEP Annual Conference Continue Reading »
Estate Administration, Interest, Practice Management, Succession Planning, Uncategorized
Whether testamentary autonomy is a constitutionally protected right has not been considered by the courts … until now…..
Testamentary Freedom – A Fundamental Right? Continue Reading »
Dependant Support, Estate Litigation, Estate Planning, Succession Planning, Wills
Many of us like to take summer holidays and for caregivers, this brings some extra things to consider. Should you decide to vacation with your older parent, there are some pre planning tips that can make this journey more enjoyable for both of you. Firstly, know what type of holiday would be best for everyone. Extensive touring, outings, or excursions can be tiring for older individuals. There are some senior….
Summer is Around the Corner……. Continue Reading »
Caregiving
In a prior blog, I began a discussion of the use of marriage contracts as part of an integrated estate plan to preserve and protect family wealth. In particular, that blog began a discussion of the legal regime that governs a “matrimonial home” under the Ontario Family Law Act (“FLA”), and how a matrimonial home is treated differently than other property in important respects.[1] This blog continues that discussion. The….
Estate Planning and Family Law: The Matrimonial Home Part II Continue Reading »
Estate Planning, Family Conflict[caption id="attachment_9581" align="aligncenter" width="640"] Looking south to the U of T Schwartz Reisman Innovation Centre, image by Weiss/Manfredi[/caption] In 11 weeks between March 25 and June 3, 2019 three $100 million dollar charitable donations were announced in Ontario. On February 13th, McGill University in Montreal announced a $200 million donation. These are enormous sums, and this unprecedented donation cluster is just the beginning of bigger things to come. It’s….
4x $100 million+ Continue Reading »
Estate Donations, Philanthropy/Charitable Giving, Uncategorized