More Tales From the Field

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We received a lot of feedback on our Blog last week written by my colleague, Holly Allardyce, about locating estate assets. Readers shared some interesting stories from their experiences as a professional executor about where they have found cash and other assets that their deceased clients hid while they were alive. I have picked a couple of these stories from across the country to share with you. Tiny Treasured Train….

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Estate Administration, Uncategorized

Limited Retainers, Lawyer Liability and Limitation Periods

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The recent Court of Appeal (“ONCA”) decision of Meehan v. Good, 2017 ONCA 103 (“Meehan”), reminds lawyers that the duty of care owed to their clients is extensive, and may operate beyond a limited-scope retainer. In Meehan, the plaintiffs, Michael and Anne Meehan, brought a claim against their lawyer, John Cardill, who they initially retained to pursue an assessment of the accounts of their previous counsel. The Meehans sued Mr…..

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Dependant Support, Estate Administration, Estate Litigation, Estate Planning, Liability, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Testamentary Capacity, Undue influence, Wills

Capacity Issues – who are you going to call?

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Capacity to grant and revoke a power of attorney (POA) for property and personal care and incapacity to manage property and personal care is defined by legislation in Ontario by the Substitute Decisions Act. However testamentary capacity (capacity to make a will) is not defined by provincial legislation. Assessors from the Ministry the Attorney General can provide formal assessments of incapacity to manage property and personal care that can result in….

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Capacity Law, Elder Law, Guardianship, Power of Attorney, Testamentary Capacity

Saying good bye publicly and privately to a remarkable woman.

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[caption id="attachment_4170" align="alignnone" width="300"] Vintage incandescent Edison type bulbs[/caption] “Yesterday, we lost a giant – an exceptionally creative scientist and engineer who was also a delightful human being. Millie Dresselhaus began life as the child of poor Polish immigrants in the Bronx; by the end, she was Institute Professor Emerita, the highest distinction awarded by the MIT faculty. A physicist, materials scientist and electrical engineer, she was known as the….

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In the News, U.S. Citizen, United States

Testamentary Letter of Wishes- Part 2

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In my last blog post of January 27, 2017, I discussed testamentary letters of wishes and some of the benefits and potential pitfalls of their use. For the purposes of the post, I limited the discussion to testamentary letters of wishes which are designed to convey a testator’s wishes and desires regarding the disposition of personal items after the testator’s death. This post continues the discussion. Another “pitfall” of letters….

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Estate Planning, Wills

I Know I Put it Somewhere.

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This Blog was written by: Holly Allardyce I once attended a networking event where we all had to name an aspect of our jobs that we enjoy. I volunteered that I liked knowing I had located all of a deceased person’s valuables. The perplexed facilitator asked if I was a professional burglar. I advised that I was a Trust Officer that when attending at a residence shortly after a client’s….

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Estate Administration, Uncategorized
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