Absent threats and promises, can “working on” an elderly testator over a period of time constitute undue influence? A recent decision of the B.C. Court of Appeal upheld a trial judge’s decision finding that this kind of persuasion was enough to consitute undue influence…..
To Undue, or Not too Undue? What Does Undue Influence Look Like? Continue Reading »
Contested wills, Estate Litigation, Family Conflict, WillsWhile a person will only die once, those owning shares of a private company may, without proper planning, suffer the indignity of being taxed twice on the economic gain in respect of these shares…..
Tax me once, that will suffice; tax me twice, now that’s not nice. Continue Reading »
Business Succession Planning, Estate Planning, Investments, WillsWhen someone passes away, one of the first duties of the executors is to secure and protect all assets forming part of the estate…..
Protecting Estate Assets Even if the Deceased Didn’t Feel the Need To Continue Reading »
Estate Administration, Estate Planning, Executors, In the News, InterestDuty, responsibility and obligation are three words often associated with the term caregiver. However, more often than not, burnout, financial stress and leave of absence help portray a more realistic perception of what is associated with being a caregiver…..
Will The Elderly Bankrupt Canada? Continue Reading »
Elder Care, Estate Planning, Geriatric Care ManagementOnly 1 out of 10 donors inform the charities they have named in their will about the pending bequest. Why are donors so reticent to tell charitable beneficiaries about their estate plans? This reluctance often gets in the way of prudent planning and a satisfying philanthropic experience. Clients have many reasons for not informing their charitable beneficiaries. A will is private document. Even family beneficiaries are unaware of estate details. ….
Informing Charities About Bequests Continue Reading »
Estate Planning, Philanthropy/Charitable Giving