Alicia Godin

Questioning the Actions of Trustees

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management    What happens if a beneficiary believes that a trustee is acting improperly, or refuses to distribute funds? United States Senator Dianne Feinstein is suing the trustees of a fund set up by her late husband, accusing them of committing “financial elder abuse.” Sen. Feinstein’s late husband reportedly established a marital trust to provide for her…..

Questioning the Actions of Trustees Continue Reading »

In the News

Executors: Beware of the Risks

• • 1 Comment

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  An estate trustee, also known as an executor, is responsible for administering the estate of the deceased and carrying out the terms of the Will (or other testamentary documentation). The recent article by Rebecca Studin titled “Pass Your Accounts, or Risk Jail Time” led me to think about the consequences of acting (or failing to act)….

Executors: Beware of the Risks Continue Reading »

Courts, Estate Litigation, Executors

Royalty and World-Wide Assets

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  The British royal family has been in the news frequently over the past 18 months: from the deaths of Prince Philip and Queen Elizabeth II to the crowning of King Charles and the release of Prince Harry’s tell-all book “Spare.” Royal families around the world have vast wealth, ranging from investment portfolios, real estate, yachts, artwork,….

Royalty and World-Wide Assets Continue Reading »

In the News, International, United States

Can a trustee demand financial information from a beneficiary?

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  A trustee is responsible for carrying out the terms of a trust. Choosing the right trustee is essential to the success of any estate plan but it is also incredibly helpful to give them tools and instructions to assist them in carrying out their role. Trustees have a number of powers as well as fiduciary duties….

Can a trustee demand financial information from a beneficiary? Continue Reading »

Uncategorized

Attorneys Gone Bad: Fraud and the Power of Attorney for Property

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management “Fraud is the most frequently reported banking issue across all age groups.”[1] In 2021 more than 100,000 cases of fraud were reported by the Canadian Anti-Fraud Centre with over $380 million dollars lost.[2] These numbers only account for those instances that were reported. The Ombudsman for Banking Services and Investments (“OBSI”) is a national, independent and….

Attorneys Gone Bad: Fraud and the Power of Attorney for Property Continue Reading »

Power of Attorney

Til’ Death Do Us Part? The Impact of Marriage on Estate Planning

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management My colleagues have written several recent articles on capacity. “Capacity” is an interesting area of law and the test for capacity differs radically depending on the subject and setting. Testamentary capacity or capacity to make a Will, is different then capacity to make personal care decisions which, in turn, is different then capacity to marry. Historically….

Til’ Death Do Us Part? The Impact of Marriage on Estate Planning Continue Reading »

Uncategorized
Scroll to Top