Thank you Sally Lee for your blog last week titled ‘Pre-arranging for Personal Care’. My colleague has discussed such an important topic and it is one that I feel strongly about. I felt this blog spoke to me directly as a ‘care service provider’ and as a resource to women such as Jane, and to advisors in the estates and wealth management worlds, I felt I had to continue the….
Pre-arranging for Personal Care: Take Two Continue Reading »
Power of AttorneyToday’s blog was co-written with Demetre Vasilounis, Student at Law at Fasken LLP. As science’s capability to bend the laws of nature becomes wider and wider, our laws will have to develop ways to tackle the challenges that will inevitably arise from such scientific advancement. One concept which is becoming increasingly more popular in this respect is the extension of human life, or, in other words, the concept of reanimation….
Reanimation, Immortality and Estates Law Continue Reading »
UncategorizedThis blog was written by Sally Lee, LLB – Estate and Trust Consultant with Scotia Wealth Management Recently, I met a prospective client (let’s call her Jane) who told me she did not have anyone to appoint as her attorney for personal care. It appeared that this issue was the barrier to the rest of her estate planning because she had “no one”. As her investment advisor and I began….
Pre-arranging for Personal Care Continue Reading »
Caregiving, Elder Care, Geriatric Care Management, Power of Attorney, Uncategorized
What appellate court is the proper forum for an appeal regarding the payment of an estate trustee during litigation’s fees (an “ETDL”)? In Gefen v. Gaertner, 2019 ONCA 233, the Court of Appeal held it was the Divisional Court and not the Court of Appeal. The Gefen Estate (the “Estate”) was embroiled in litigation. The deceased and others had a beneficial interest in various properties which were legally owned by….
ETDL Appeal is to the Divisional Court – not the Court of Appeal Continue Reading »
Estate Administration, Estate Litigation, Trusts, WillsWithout proper tax planning, private company shareholders face the prospect of a double tax on the value of shares – once at the time of death and again when the successor beneficiaries extract the share value from the company. Post mortem “pipeline” planning solves this problem by allowing the estate to extract the share value without additional tax paid in the deceased shareholder’s final return, that is, before a recently….
Pipelines and non-resident beneficiaries Continue Reading »
Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Tax IssuesThe more people/families I meet, the more I am amazed that there can be so much conflict that continues….. Many estate practices are busy because of familial conflict. We all know families that are not on speaking terms. In most cases, money has something to do with it. I wanted to share with you one family’s story that perhaps can give us pause for reflection and perhaps to change an….
Families and Lessons Learnt Along The Way V: 2 Continue Reading »
Estate Donations, Estate Litigation