The Price is…Dependant Relief?

Today’s blog is written by Jessica J. Butler, Law Clerk at Fasken LLP TV legend Bob Barker passed away on August 26, 2023 at the age of 99 – just 4 months shy of his 100th birthday.  Bob was probably most well known for being the legendary host of the long-running game show The Price is Right (and, like me, you may also have the image of Bob’s right hook….

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Charitable Giving, Dependant Support, Estate Administration, Estate Planning

AMT and Donations

Changes to the Alternative Minimum Tax (AMT) rates and rules are scheduled to take effect on January 1, 2024.  For the first time AMT will apply to charitable donations from high-income individuals, which is worrying for charities and donors. Simply, targeting donations is poor tax policy that will produce unintended community harm. There is now a wealth of information on these changes from the charitable and planning community. I have….

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Philanthropy/Charitable Giving

Can a Revoked Will Be Revived by a Holograph? 

In Estate of Harold Franklin Campbell (Re), 2023 ONSC 4315, the Court considered whether the new, curative provision under s.21.1(1) of the Succession Law Reform Act  (“SLRA”) was available to revive a Will revoked by a subsequent marriage. Facts:  Harold Franklin Campbell died on June 11, 2020. He was survived by his two children of his first marriage, Christopher and Lisa, and his second wife, Carol. Following the death of his….

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Navigating Elder Management Part 2: Dispute Prevention

Old family photos are pegged to a string with a white sheet background.

This article is a companion to my previous blog post, Navigating Elder Management: Common Sibling and Stepsibling Disputes. Exploring the source of common disputes in elder management is important. Even more important is to look at strategies that may prevent them in the first place. A decade ago, the popular press seldom covered news on comprehensive estate planning or the challenges of caring for elderly family members. Wealth managers and….

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Elder Management, Estate Planning, Family Conflict

Charitable Bequests in Wills

This blog was written by Courtney Lanthier, Law Clerk at Fasken LLP.   We often hear in the news of beloved celebrities passing away after years of lucrative careers. It’s also common to speculate as to how their estate will be distributed. Many celebrities have either left, or plan to leave, the majority of their estate to various charities. Bob Barker, who passed away last month, has left his estate….

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Charitable Giving, Estate Donations, Estate Planning, In the News, Philanthropy/Charitable Giving, Wills

Bringing a Tort Claim as an Estate Representative

Typically, estate litigation involves guardianship disputes and fights over a deceased person’s property.  In rare instances, however, estate litigation crosses over into the unfamiliar domain of personal injury law.  A recent example of this crossover can be found in the case of Campeau-Proulx v Bancroft. The facts in Campeau-Proulx v Bancroft were tragic.  On June 15, 2019, two-year old “M.B.” drowned while in the care of her father during an….

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