Update on End of Life

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By now most of  us have heard that the Trudeau government is asking the Supreme Court to grant a six months extension to the deadline imposed last year as part of the Carter decision (see 2015 SCC 5). What this means is still unclear but adds to the speculation that the Trudeau government will be doing something about this issue – after further consultation, rather than just letting the Criminal….

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Capacity Law, Elder Care, Elder Law, Estate Planning, Geriatric Care Management, Power of Attorney

Acting as (Unofficial) Attorney for Property

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Power of attorney (“POA”) documents are a way of officially granting an agent (the “attorney”) the power to manage your affairs, most commonly your finances or personal care. POAs allow the attorney to step in and handle a wide variety of issues on your behalf, whether you (the “grantor”) anticipated those issues arising or not. While acting pursuant to a POA, the attorney owes you a “fiduciary duty,” which means….

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Attorney Compensation, Compensation, Power of Attorney, Trustee Compensation

U. S. Estate Tax Closing Letter

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Canadian taxpayers are accustomed to receiving a notice of assessment after filing a tax return. In the federal context, a Notice of Assessment, is a statement from the Canada Revenue Agency notifying the taxpayer of among other items the amount of tax they owe, if any, the amount of tax already paid, if any, and tax credits received.

What if that return was a U. S. estate tax return to report an interest in U. S. situs property?….

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Canada Revenue Agency, Estate Administration, Estate Planning, Trustee, United States

Dec 1= Winter is Coming

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It is getting to be that time again and holidays are around the corner. Do your parents live in another city than you? For many the holiday period is a time when families are spending extended periods of togetherness, which can be both wonderful and challenging. If this is the case, this provides a wonderful opportunity to see how they are managing. It is hard for many of us as….

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Elder Care, Family Conflict
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