Rebutting the Presumption of a Resulting Trust: Fundamental Principles

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It is not uncommon that a person will add someone else, often times a family member, to their bank accounts as a joint owner or create a new bank account with that person as a joint owner in order to avoid probate fees. This may also be done with other assets as well, such as properties. However, disputes may arise as to whether, on the death of the one account….

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This article is not about tax

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This article is written by Nicole Ewing, Principal, Wealth Planning Office, TD Wealth As an estates and trusts professional, I’ve certainly had my share of conversations about death, taxes, and all the in-between. I’ve discussed the pros and cons of various approaches, tools, and strategies. I’ve helped those who are all consumed by the planning process and others who could barely give a hoot. But this last year has given….

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Estate Planning

Keeping Steady in Interesting Times

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a man kayaks in an ocean with some swells behind him

We live in interesting times. This phrase has been coming to mind all week after meeting with a family who is managing the care of their elderly father with advanced Alzheimer’s disease. They asked questions about managing his care and shared their other daily challenges. For example, like you, they have hectic family lives, demanding professional careers and feel the stress and unease that has come with threats to our….

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Caregiving, Elder Management, Smart Ageing

Powers of Attorney for Property – Part II: Creation and Termination Essentials

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This blog has been written by Pritika Deepak, Associate at Fasken LLP. In the continuation of the discussion on Powers of Attorney for Property (“POAs”) in Ontario, it is important to understand the nuances of drafting and executing these documents to ensure their validity and effectiveness. As mentioned in Part I of this series, which can be found here, Ontario  recognizes POAs under common law, the Powers of Attorney Act[1]….

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Power of Attorney

The new charity funding crisis

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Charities do not exclusively depend on donations, despite popular perceptions to the contrary. In Canada, government funding and earned revenue contribute more to registered charities than donations.  Both these types of low-key funding are under pressure, enough so that we will soon witness some large charities shrink or even collapse. Now, it’s true that a high percentage of charities get most of their income from donations, but these organizations are….

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Estate Donations, Philanthropy/Charitable Giving

Is it a Digital Will?

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Today’s blog was written by K. Thomas Grozinger, C.S., LL.B., TEP, Principal Trust Specialist with RBC Royal Trust Our lives continue to be impacted by rapid changes in technology. In an era where many aspects of daily living involve interaction with some form of electronic or digital media, even estate planning and estate administration are not immune to the developments of the Information Age.  As evidence of just how pervasive….

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Estate Litigation, Wills
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