PLANNING AND ESTATE PLANNING FOR THE DISPOSITION OF REAL ESTATE

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I am in the middle of a very difficult Canada Revenue Agency audit of a taxpayer’s claim for the principal residence exemption. It now appears the property in question,  built by my client some 25 years ago may not qualify for the full exemption due to the fact that the taxpayer may have held other properties, which he also built, in the intervening periods which may or not have been….

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Canada Revenue Agency, Costs, Cottage, Estate Administration, Estate Planning, Investments, Property, Real Estate, Tax Issues, Uncategorized

September 21 was World Alzheimer’s Awareness Day.

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In my opinion, dementia is our greatest health crisis. It is a disease that is not based on culture, gender, ethnicity, or social economic background although there is some current research that there may be some modifiable factors. Alzheimers is the most common form of dementia and one that impacts more women than men. The Canadian Alzheimer’s Society shares that women represent 72% of all Canadians living with Alzheimer’s disease,….

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Caregiving, Elder Care

Qualifying Costs of Medical Assistance in Dying may be Eligible for the Medical Expense Tax Credit

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I previously blogged about the Supreme Court of Canada decision in Carter v. Canada[1], which ruled that Canadians are entitled to obtain medical assistance to end their lives under appropriate circumstances (See Blog on Medical Assistance in Dying – Where Are We Now?). A question that stems from that ruling is whether the costs for engaging in medical assistance in dying are eligible medical expenses for the purposes of the….

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Tax Issues

The Importance of Being Original

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This Blog was written by: Emily Racine   As we know, the statistics are less than ideal for the number of Canadians who have a will let alone a recently updated one. That being said, having a will is not enough – it is important to have the original will. In order to apply for probate in Ontario, the original will must be turned over to the probate court. If….

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Contested wills, Estate Administration and Probate Applications, Estate Litigation, Uncategorized, Wills

A Roadblock for Multiple Wills

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Today’s blog was written by Justin W. de Vries and Jacob Kaufman A will need not be probated. The power of an estate trustee derives from the will itself. However, in certain cases, a grant of probate (now awkwardly called a certificate of appointment of estate trustee with a will) is needed and the estate trustee will have no choice but to apply for probate and to pay the accompanying….

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Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Estate Planning, Executors, In the News, Succession Planning, Wills

Living to 99 and Words of Wisdom

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Last week, I had the pleasure of celebrating my oldest client’s birthday. She turned 99. We share the same name and she is often inspiration in my day to day work. She and her 94 year old sister live together, have never married and have no other family, other than each other and their community of 24 hour caregivers and me, I suppose, as they feel like family to me….

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Elder Care
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