Estate Planning

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Estate Planning in a Pandemic: No Easy Solutions

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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….

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

Elder Financial Abuse During COVID-19

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A few weeks ago, I came across a media article about elder financial abuse involving the use of a power of attorney. In my view, this issue has even greater relevance today in light of the current COVID-19 lockdown, and the resulting physical isolation of our vulnerable seniors. The Story In 2016, 94-year-old Christina Fisher was living independently in an apartment in downtown Toronto. Christina was in the early stages….

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Elder Law, Estate Planning, Family Conflict, In the News, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Property, Trustee

Are wills an essential service?

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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….

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Estate Donations, Estate Planning, Wills

Time to Refreeze: Redux

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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….

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

We Are Not Fortune Tellers But….

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Today’s blog is being brought to you by guest blogger, Krista Brown, a law clerk in the Private Client Services group of Fasken LLP. The year 2020 has proven to be quite challenging thus far. It is a test and a reminder of the importance of our job as estate practitioners. We spend our days assisting clients in preparing for unforeseen circumstances, such as the birth of children and grandchildren,….

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Estate Planning

Leaving a Lasting Impression and Making a Difference

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Today’s blog is being brought to you by guest blogger, Jennifer Campbell, a law clerk in the Private Client Services group of Fasken LLP. When a celebrity dies, outside of the cause of death, it seems the first thing that is reported is what their net worth was at the time of their death and what is being left to family. Recently, Marie Osmond made headlines when she announced that….

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Estate Administration, Estate Donations, Estate Planning, Family Conflict
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