Estate Planning

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Is it a Handwritten Note or Will?

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This blog post was written by: Alicia Mossington, Estate and Trust Consultant, Scotiatrust London Historically in Ontario, a Last Will and Testament was required to meet strict formal validity requirements to be considered valid. The requirements set out in the Succession Law Reform Act required a Will to be in writing and signed by the testator in the presence of two witnesses who also signed the document. There was a….

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Contested wills, Estate Administration and Probate Applications, Estate Planning, Executors, Testamentary Capacity, Wills

This article is not about tax

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This article is written by Nicole Ewing, Principal, Wealth Planning Office, TD Wealth As an estates and trusts professional, I’ve certainly had my share of conversations about death, taxes, and all the in-between. I’ve discussed the pros and cons of various approaches, tools, and strategies. I’ve helped those who are all consumed by the planning process and others who could barely give a hoot. But this last year has given….

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Estate Planning

Is the AI Revolution for Estate Planning Services Here?

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AI Robot Lawyer

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Deepseek is here, as is cheap, and easily accessible AI. Many tasks have been automated by AI recently. Customer support, student education, investment management. For better or for worse, AI is here to stay. What else can we do with AI? Can AI do my estate planning for me? Write my Will? AI has already made its way into….

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Estate Planning, In the News, Practice Management, Wills

NEWLANDS: A NEW INTERPRETATION OF ESTATE FREEZES IN THE FAMILY COURTS?

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This blog has been written by Darren Lund, Partner at Fasken LLP In Lang-Newlands v. Newlands, 2024 ONSC 6285, the Ontario Superior Court of Justice revisited the treatment of a discretionary family trust in the context of the equalization of net family property under the Ontario Family Law Act. Barbara Lang-Newlands (“Barb”) and Ian Newlands (“Ian”) were married on August 21, 1987 and separated on July 31, 2019. There were….

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Estate Planning, Family Conflict, Separation, Succession Planning, Trusts

Key Considerations When Drafting a Will with International Assets

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If you have clients with assets outside Canada, they likely look to you for guidance to support drafting of testamentary documents. In a previous article we explored the considerations that should be kept in mind when assets are owned outside of Quebec, within Canada – given the civil law and common law differences. However, even if the testator has assets in multiple common law or civil law jurisdictions, estate and….

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Estate Planning, Executors, International, Property, Real Estate

The Foreign Corporation on Death – Where Do We Start?

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A hand holds a red puzzle piece over grey pieces on a table.

When an entrepreneur dies owning shares or an interest in a foreign corporation, the executor is faced with a challenging situation.  An estate with ownership or an interest in a foreign corporation raises specific and complex tax rules that leave the executor and family members hoping the deceased has a well-organized tax and estate plan in place. Where to start? The executor needs to be proactive. First, it needs to….

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Estate Administration, Estate Planning, Executors, International, Tax Issues
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