Alicia Godin

Providing for Beneficiaries living with Addictions and Substance Abuse

• • 2 Comments

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust  I recently had the opportunity to participate in the estate planning process for two sets of clients facing similar challenges. Both clients are in their mid to late 60’s, and they each have two children. It was their intention to leave their respective estates to each of their children, in a fair and equal manner. Previous blog posts….

Providing for Beneficiaries living with Addictions and Substance Abuse Continue Reading »

Uncategorized

Undue Influence in Estate Planning

• • 0 Comments

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust Historically the area of estates was not particularly litigious, but as families and financial circumstances become more complex, litigation involving estates has become more frequent. Frequently touted, but notoriously difficult to prove, is the allegation of someone being unduly influenced in making their Will. A client of mine (let’s call him Derek) passed away leaving behind his (younger)….

Undue Influence in Estate Planning Continue Reading »

Capacity Law, Estate Litigation, Uncategorized, Undue influence

Chaos caused by Gifting

• • 0 Comments

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust “A jealous son sues his desirous and spoiled younger brother and his beleaguered and over-his-head uncle about the spoils of the estate of his late mother.” Working in the area of estate planning and estate administration offers a glimpse into the range of family dynamics and human behaviour. As an estate planner, much of my time spent with….

Chaos caused by Gifting Continue Reading »

Estate Litigation

Have You Considered Your RESP in Your Estate Plan?

• • 0 Comments

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust A Registered Education Savings Plan (an “RESP”), is a type of tax deferred savings plan that parents, grandparents and other adults can open to save for the cost of a beneficiary’s post-secondary education. The beneficiary of an RESP is often a child or grandchild. I have recently had a number of questions about what happens to an RESP….

Have You Considered Your RESP in Your Estate Plan? Continue Reading »

Estate Administration, Estate Planning, Executors, RESP
Scroll to Top