Of Millionaires and Migration

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This blog has been written by Rahul Sharma, Partner, at Fasken Martineau DuMoulin LLP, Toronto Last week, I had the pleasure and privilege of being a panelist at the American Bar Association’s International Law Section conference in London, UK.  The focus of our discussion was millionaire migration.  Together with my co-panelists from different global jurisdictions, we discussed, most particularly, our observations of where high and ultra-high net worth people are….

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Estate Planning, Tax Issues, United States, Wills

ETDL Appointments Are Not Automatic

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In the recent decision of Zarrin–Mehr v. Shokrai, 2024 ONSC 6319, the court considered whether the circumstances warranted the appointment of an estate trustee during litigation. Facts Sadollah Zarrinmerh, died on November 15, 2020. He was survived by his wife, Soraya Shokrai, and two children, Mehdi Zarrin-Mehr, his son from a previous marriage, and Maral Zarrin-Mehr, his daughter with Soraya. Soraya originally believed the deceased had died intestate, and so….

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Estate Administration and Probate Applications

U.K. Tax & Inheritance Tax – What’s New?

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There have been many changes since my article on the U.K. Inheritance tax (“IHT”) applying to a Canadian resident. Indeed, we’ve seen a Spring U.K. budget introducing an overhaul of the U.K. resident non-domiciled individuals (“non-doms”) regime, a U.K. election bringing a new government and another Autumn budget. It has been an exhausting few months keeping up with the U.K. tax changes. What does it mean to Canadians? IHT Moving….

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Estate Administration, Estate Planning, International, Succession Planning, Tax Issues

Considerations for Choosing a POA for Personal Care – Choose Wisely

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Father speaks to son. They are sitting on a couch in a living room. Father gesticulates to son.

The blog post, Why You Need a POA When You Are Alive, explored the importance of appointing Powers of Attorney for Property and for Personal Care. While a Will may anchor an estate plan for distributing assets after you have passed, you will need a substitute decision-maker in place if you lose the capacity to act for yourself. Your Attorney may need to make personal and sensitive decisions on your….

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Elder Management, Power of Attorney, Smart Ageing

Powers of Attorney for Property – Part I: A Refresher

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This blog has been written by Pritika Deepak, Associate at Fasken LLP. My peer, Robin Ellis, and I recently spoke at the Ontario Bar Association on the topic of important considerations when drafting powers of attorney (“POAs”) in Ontario. Preparing for this presentation was an excellent exercise as it served as a valuable reminder of several important aspects that must be reviewed carefully when preparing POAs for property.The first part….

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