Estate Planning

Total 1096 Posts

Scheming With a Purpose

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This week’s blog has been written by Darren Lund In Ontario, as in most common law jurisdictions, charitable gifts are treated differently than other gifts in important ways. One of the clearest examples of this is that a gift for a charitable purpose will generally not fail for uncertainty. In addition, the court’s inherent “scheme-making power” may save a charitable gift where the charitable purpose cannot be carried out, or….

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Charitable Giving, Courts, Estate Donations, Estate Planning, Wills

RESP, Incapacity and Power of Attorney

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This article is written by Nicole Ewing, Principal, Wealth Planning Office, TD Wealth Parents and grandparents often help fund a child’s education using Registered Education Savings Plans (RESPs). These are tax-efficient vehicles that allow contributions, grants, bonds, and income to be invested in a tax-deferred environment to grow for eventual use toward post-secondary education. Generally, the parent/grandparent “subscriber” enters into an RESP contract with a “promotor” and names one or….

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Capacity Law, Estate Planning, Power of Attorney, RESP

The Importance of Choosing the Right Trustee: Lessons from Jones v. Jones

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Today’s blog was written by Latoya Brown, Associate, at Fasken LLP When it comes to estate planning involving trusts, selecting the right trustee is one of the most crucial decisions. The recent case, Jones v. Jones, 2025 ONSC 695 serves as a poignant reminder of the complexities and potential pitfalls involved in trust administration. This case underscores the importance of choosing a trustee who is not only knowledgeable and capable….

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Estate Planning, Family Conflict, Trustee, Trustee Disputes, Trusts, Wills

Iceman’s Memory – Val Kilmer’s Digital Legacy

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This blog post was written by Dave Madan, Senior Manager, Scotiatrust With the tragic passing of Val Kilmer early this month, at the age of 65, we are reminded of the pressing challenges that professional advisors face in modern estate planning. Well known for his roles in Tombstone,Top Gun, Batman: Forever, The Saint, and many others, he leaves an estate valued between $10 million and $25 million. Kilmer’s legacy extended….

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Estate Planning, Practice Management, Uncategorized

Estate Administration and China

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This article discusses, at a high-level, estate administration in China and some considerations when someone inherit assets located in China. As mentioned in my previous article, planning for cross-border estate administration with China is complex thus, I must admit the information is general in nature and based on my personal experience. China’s Estate Administration When it comes to estate administration involving moveable or immovable property in China, one can assume….

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China, Estate Administration, Estate Administration and Probate Applications, Estate Planning, International

Modern Families: Children and Issue in Jay Pritchett’s Will

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  Today’s blog was written by Karen La Caprara, Counsel, at Fasken LLP. In my last blog post “Modern Families: References to Children and Issue in Wills – All About Estates”, I discussed the meaning of “children” and “issue” for the purpose of determining the beneficiaries of an estate where a Will refers to such classes of beneficiaries. I applied the applicable Ontario legislation to some of the characters from….

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Estate Administration, Estate Planning, Family Conflict, Wills
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