COVID-19

Estate Planning in a Pandemic: No Easy Solutions

• • 1 Comment

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management It is not surprising that in a pandemic many people are very concerned about their estate plan.  This blog will focus on making a valid Will. In Canada each province and territory has its own legislation which sets out the legal requirements for a valid Will.  Some provinces, such as British Columbia, have a “substantial….

Estate Planning in a Pandemic: No Easy Solutions Continue Reading »

Estate Planning, Executors, In the News, Uncategorized, Wills

Are wills an essential service?

• • 4 Comments

Every COVID-19 day we seem to learn a new phrase.  Not so long ago we discovered “social distancing”, and this week it is “essential services”.  The list of services and businesses that we can’t do without varies by province, but most include financial and professional services, including lawyers.  Wills are an essential service and the demand for them is growing. By pointing this out I don’t mean to be alarmist….

Are wills an essential service? Continue Reading »

Estate Donations, Estate Planning, Wills

COVID-19 update: Limitation Periods Suspended and Working from Home

• • 0 Comments

As I noted in my previous blog on COVID-19, the civil courts (including the estates list) have suspended regular operations. Now that government has made an order under sections 7.01 and 7.1 of the Emergency Management and Civil Protection Act to suspend limitation periods and other statutory deadlines as at March 16, 2020. Under the order, any limitation period statute, regulation, rule, by-law or government order is suspended for the….

COVID-19 update: Limitation Periods Suspended and Working from Home Continue Reading »

In the News

Time to Refreeze: Redux

• • 0 Comments

The freezing of current share value so that your chosen successors can easily participate in the future growth of your enterprise is a common estate planning technique. What if the value of the frozen shares now exceeds the value of the enterprise as a whole? I wrote about this sometime ago and I think the current economic circumstances create an opportunity to revisit it. The Covid-19 crisis has lead to….

Time to Refreeze: Redux Continue Reading »

Business Succession Planning, Canada Revenue Agency, Estate Planning, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Trusts, Uncategorized, Wills

COVID-19, the Courts and the One Judge Pilot Project

• • 0 Comments

We must all do our part to help fight the spread of COVID-19, including frequent hand washing and social distancing. As of this Tuesday, the Ontario civil courts (including the estates list) are doing their part by suspending regular operations. In the interim, the court will be hearing urgent and time-sensitive motions and applications where “immediate and significant financial repercussions may result if there is no judicial hearing.” A hearing….

COVID-19, the Courts and the One Judge Pilot Project Continue Reading »

In the News
Scroll to Top