Collections as Estate Assets

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For some, collecting is a way of life.  Unique legal and practical issues arise for an executor when an estate includes a collection.  In this article, I explore some of those issues when dealing with collections of fine wine, cultural artifacts, and firearms.   Wine During COVID, the Ontario government made changes to liquor laws that could affect an executor’s role when dealing with a fine wine collection as an….

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Uncategorized

Striking a Balance With Temporary Guardianship Orders

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Conflicting opinions about what is in the best interest of an incapable adult is at the core of many guardianship disputes. For example, adult siblings may disagree about the level of care their parent should be receiving or where their parent should live. Although rare, sometimes the conflicting views are between family members and the Public Guardian and Trustee (“PGT”). This was the situation in the recent decision of Public….

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Capacity Law, Guardianship

Trustees Holding Title to Real Property: It Used to be Simpler

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Trustees holding title to real property jointly with right of survivorship should make estate succession efficient and inexpensive. But recent changes implemented by the Director of Land Titles are challenging that notion…..

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Cottage, Estate Planning, Fiduciary Professions, Joint Tenancy, Property, Real Estate, Succession Planning, Trustee, Trusts

Mental Health is Health: 988 Suicide Crisis Hotline Goes Live

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998 Suicide Crisis Hotline Goes Live in Canada

This past week, Canada took another step forward to address fundamental changes in access to services for mental health. The 988 Suicide Crisis Hotline went live to provide immediate contact and support services for those in a mental health crisis. Calling or texting 988 gives anyone free twenty-four access to emergency suicide prevention services across all provinces and territories. The 988 Suicide Crisis Hotline Is a Start, But Transformational Change….

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Elder Care, Elder Management, Geriatric Care Management, Grief, Healthcare, In the News

Avoid Becoming Part of a Statistic

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LawPro recently released its report concerning Wills and estates malpractice claims as of the end of 2022.  As we approach the busy year end, I thought it would be helpful to remind practitioners of the most common errors and some risk management tips in that regard. Interestingly (and perhaps somewhat surprisingly), most issues stem from things at occur before or at the initial client meeting. Things that contribute to problems….

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Estate Planning, Liability, Uncategorized, Wills

The Gift of Peace of Mind: Estate Planning during the Holiday Season

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  As the holiday season approaches, our thoughts naturally turn to gift-giving, festive gatherings, and the joy of spending time with loved ones. Amidst the holiday cheer, it is important to recognize the profound gift of peace of mind that comes with a well-considered estate and trust plan.  While estate planning may feel like a weighty or taboo subject, the holidays offer an opportune moment to broach the subject and….

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Uncategorized, Wills
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