Home-Right

Total 26 Posts

New Intestacy Rules in the UK

As a common law jurisdiction with our roots in the United Kingdom it is understandable we have an interest in what happens “across the pond”. The UK has recently updated their inheritance laws and made large changes to their intestacy laws. Normally we look to the UK for changes but in this case it seems like the UK may have taken a page out of our book. The new Inheritance….

New Intestacy Rules in the UK Continue Reading »

Estate Planning, Home-Right, International

Who Pays the Legal Costs of a Dependant’s Relief Claim?

My colleague, Diane Vieira, recently blogged about the Divisional Court’s decision in Quinn v. Carrigan.  While she highlighted what the case had to say about the proper approach to determining dependant’s support, the case is also instructive on who should bear the costs of a dependant support application. Prior to McDougald Estate v. Gooderham and Salter v. Salter Estate (in which Justice Brown notoriously warned estate litigants that an estate….

Who Pays the Legal Costs of a Dependant’s Relief Claim? Continue Reading »

Estate Planning, Home-Right, International

SEPARATED COMMON LAW SPOUSES DON’T BENEFIT FROM ROLLOVERS – THE SEQUEL

In my last blog, Who Knew There is a Benefit to Having Two Spouses, I spoke of the ability to benefit from a rollover for income tax purposes in respect of property that passes to two different individuals, each of whom qualifies as the spouse or common-law partner of the deceased taxpayer. Subsequent to that blog I received several responses from readers providing me with additional food for thought on….

SEPARATED COMMON LAW SPOUSES DON’T BENEFIT FROM ROLLOVERS – THE SEQUEL Continue Reading »

Estate Planning, Home-Right

Is there such a thing as a ‘Lucid Interval’ in dementia?

Among other medico-legal concepts,  the ‘lucid interval’ is a long held concept widely accepted in case law as a possible means of countering a challenge to testamentary and related capacities.  In parallel, the clinical phenomenon of cognitive fluctuation has been considered a common element of several neurodegenerative disorders (dementias) including Alzheimer Disease, but especially prevalent in Vascular Dementia and Dementia with Lewy Bodies. In the spirit of the philosopher Karl….

Is there such a thing as a ‘Lucid Interval’ in dementia? Continue Reading »

Elder Care, Estate Planning, Home-Right

Gifts of RRSPs/RRIFs by Direct Designation

Directly designating a charity as the beneficiary of a registered retirement savings plan (RRSP) or registered retirement income fund (RRIF) has a number of advantages, but also a risk. A direct designation gift is arranged by naming one or more charities on the RRSP/RRIF plan documents. After the death of the plan owner (normally the second spouse post spousal rollover), the plan trustee pays the balance of the RRSP/RRIF directly….

Gifts of RRSPs/RRIFs by Direct Designation Continue Reading »

Estate Planning, Home-Right, Philanthropy/Charitable Giving

Calculating Dependant’s Support-A View from the Divisional Court

The background in Quinn vs Carrigan is well known to estate and family law litigators as the parties have been involved in extensive litigation, including two trials and two appeals.  The first trial and its subsequent appeal, which focused on the issue of who is a “spouse” pursuant to the Pension Benefits Act, led to legislative changes in Ontario.  A summary of that court of appeal decision can be found….

Calculating Dependant’s Support-A View from the Divisional Court Continue Reading »

Estate Planning, Home-Right, International
Scroll to Top