Estate Planning

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Scholarships and Other Educational Awards

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[caption id="attachment_20501" align="aligncenter" width="413"] CHRIS MEYER/INDIANA UNIVERSITY — Wikipedia[/caption] Student awards are one of the most popular charitable purposes, especially in estates.  Donors often strongly identify with the life changing benefit of direct educational funding to students.  Named scholarship funds are often named and constitute part of the donor’s legacy. Educational awards are such a popular purpose that there are numerous providers.  Of course, there are schools, colleges and universities….

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Estate Donations, Estate Planning, Philanthropy/Charitable Giving, Uncategorized

Will We Need to Start Remembering the “Right to be Forgotten”?

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Some myosotis flowers, colloquially known as "forget-me-nots". I thought these would be appropriate for this blog post.

Pictured: Some myosotis flowers; colloquially known as “forget-me-nots”. I thought these would be appropriate for this blog post. In the estate planning world, we often see clients who want to be remembered for generations to come. For example, this could be through establishing a charitable gift, trust or foundation in their will; some people even find value in having some sort of organization, space or physical object named after them…..

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Courts, Estate Administration, Estate Planning, Executors, In the News

Does your Will reflect your wealth transfer wishes?

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A sepia-toned scene photographed from above shows a magnifying glass, some photographs, a camera and lens, and an open notebook with a pencil laid across it. A pair of glasses lie in front of the notebook.

Today’s post was written by Diana Leopardi – Estate and Trust Consultant at Scotiatrust. What can be worse than having a Will that does not reflect your wealth transfer wishes…that is, not having a Will at all! Suppose you have a Will in place, it is prudent to ensure that your Will properly reflects your wealth transfer wishes. As a best practise we encourage our clients to review their Wills….

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Estate Planning, Separation, Wills

Taking Back Control of Real Property

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It is important to consider estate planning objectives when entering into real estate transactions. For example, a client may intend to retain control of real property in that they intend to be able to dispose of it on death. However, if the relevant estate planning objectives are not identified and considered at the time of the transaction, other goals may be prioritized instead; this may result in the structure of….

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Estate Administration, Estate Planning, Property, Real Estate

Identifying Dependants

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This post is written by Alicia Mossington, Estate and Trust Consultant with Scotiatrust. Individuals have considerable testamentary freedom in Ontario (and other provinces). The ability to distribute an estate how you choose, is a common law principle that is deeply entrenched. In Ontario, and most provinces, the court has limited ability to interfere with a testator’s private testamentary dispositions. As the Court of Appeal in Spence stated, “no one is….

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Dependant Support, Elder Care, Estate Planning

What Happens if Something Happens to your Executor? – Part Two

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It is very difficult to plan for every possible scenario when you are drafting your will. Not only is it important to consider who to name as your executor, but you also need to think about what would happen if something happened to your executor. In an earlier blog, I looked at what happens if an executor dies before the testator and offered some practical considerations. Today’s blog will explore….

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Estate Administration, Estate Planning, Executors, Trustee
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