Cross-Border Charitable Donation & U.S. Donor

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Philanthropy can strengthen one’s estate plan. In Canada, an estate plan may integrate charitable donations to leave a legacy to our community while taking advantage of the associated tax benefits. Such strategy can be implemented during the donor’s lifetime or upon the donor’s death. If the donor is a U.S. citizen living in Canada (hereinafter referred as a “U.S. donor”), does the strategy work? U.S. donor & U.S. Tax Filings….

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Charitable Giving, International, Philanthropy/Charitable Giving, Tax Issues, U.S. Citizen, US Taxes

BEHIND THE SCENES – A LEGAL ASSISTANT’S ROLE IN ESTATE PLANNING AND ADMINISTRATION FILES

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I’m confident that lawyers and clerks who work with assistants will agree: legal assistants are vital to the daily operations of a legal practice. There have been a number of blogs written about the day in the life of an estate planner or a law clerk working in estates. In today’s blog, I’ve invited my assistant, Sarah Whelan, to share insights into her role and highlight the key aspects of….

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Estate Administration, Estate Planning, Wills

Prime Day Smart Moves: Helping Clients Navigate the July 8–11 Tech Splurge

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Scotiatrust

This blog post was written by Dave Madan, Senior Manager, Scotiatrust Amazon Prime Day is here—and it’s a siren song of “unmissable deals” on everything from smartphones and tablets to noise‑cancelling headphones and smart doorbells. But as professionals know, a shiny new gadget can bring hidden headaches: data breaches, estate‑planning gaps, and tangled family dynamics. Here’s how to help clients surf the Prime Day wave—without wiping out later. Turn “Ooh,….

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Estate Planning, In the News, Practice Management

Newlands Revisited: Moving to the Appeal

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This blog has been written by Darren Lund, Partner at Fasken LLP In a previous blog, I wrote about the Ontario Superior Court of Justice decision in Lang-Newlands v Newlands, 2024 ONSC 6285. To briefly summarize, the Newlands case considered a number of issues, but the key issue of interest for estate planners is the court’s analysis of an “estate freeze” transaction that occurred during the parties’ marriage. Barbara and….

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Estate Planning, Family Conflict, Separation, Succession Planning, Trusts, Uncategorized

What Stuff?

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Scotiatrust

This blog post was written by: Patricia Chartrand, Estate and Trust Consultant, Scotiatrust Vancouver Scandinavian death cleaning is the act of purging the superfluous and keeping the necessary in anticipation of your passing. The result is leaving the smallest physical footprint upon passing. It takes much less effort for your executors to distribute your life’s detritus as it was intentionally comprised only of things that had utility, a well-curated collection…..

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Estate Administration, Estate Planning

Contract Law in Estate and Guardianship Litigation

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In estate or guardianship litigation, disputes may arise in respect of contracts purportedly made by an individual before his or her death or by an attorney for property on behalf of the grantor. While it is trite that such agreements may be set aside on the basis of incapacity or undue influence (topics which have been discussed extensively in previous AAE blogs), it is important to consider some of the….

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Contracts, Estate Litigation, Executors, Family Conflict, Guardianship, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Undue influence
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