September is Alzheimer’s Awareness Month

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September 21 was World Alzheimer’s Day. The Public Health Agency of Canada notes that more than 402,000 seniors (65 years and older) are living with dementia and this a number that will continue to grow. Dementia is the plague of the 21st century and we don’t yet have a cure. It will impact all of us and countries around the world are developing Dementia strategies to address this growing health….

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Caregiving, Charitable Giving, Elder Care

“Unlucky But Not Unfair”

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An interesting case recently appeared in the Ontario Reports that highlights a risk in making an inter vivos gift of cash using a cheque, particularly where the donor is near death. In the case, Teixeria v. Estate of Markgraf et al., the donor, Mary Markgraf, was nearing her death. She continued to have capacity to make a will as well as inter vivos gifts. As part of her planning, Mary….

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Uncategorized

Taming the Cottage Gremlins with a Non-Profit Organization

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This Blog was written by Carol Willes, One of our family’s favourite pastimes at the cottage is to build a roaring campfire and spend the evenings telling stories, singing along to guitar tunes and roasting the occasional marshmallow. Every so often, however, some unwelcome visitors show up and crash our campfire bliss. This generally happens when the fireside conversation turns to the future of the cottage once mom and dad….

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Cottage, Estate Planning, Family Conflict, Succession Planning, Uncategorized, Wills

CourtCalling The Bar

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A remote court appearance service has been approved for use on the Estates List. Under the Rules of Civil Procedure there has always been the ability to conduct certain court appearances via videoconference. However, court approval has always been required (and the consent of the parties, unless the videoconference was made on the court’s own motion). Recently, the process has been updated. A practice advisory dated March 8, 2017 holds….

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Estate Litigation

Transfer of corporate-owned life insurance

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It is not uncommon to see corporate owned life insurance transferred to a shareholder particularly when the company is being sold. The Canada Revenue Agency (CRA) was asked to comment on a set of facts and their response was no surprise given the relatively new rules in this area of the tax law. X owns 100% of Opco’s preferred shares that have a redemption value of $1 million, an adjusted….

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Canada Revenue Agency, Insurance, Tax Issues

Death, Loss and Hope For Another Year

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While the New Year starts in January, Jews around the world celebrate another New Year, the birth of the universe, 5778 years ago based on the Hebrew calendar. While it is the first of the High Holidays, for many who may not attend synagogue, it may still be recognized and celebrated with family sitting down together for a festive dinner. When there has been a death of a loved one….

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Estate Litigation, Family Conflict, Powers Of Attorney and Guardianship Disputes
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