In the News

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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

COVID-19 update: Limitation Periods Suspended and Working from Home

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As I noted in my previous blog on COVID-19, the civil courts (including the estates list) have suspended regular operations. Now that government has made an order under sections 7.01 and 7.1 of the Emergency Management and Civil Protection Act to suspend limitation periods and other statutory deadlines as at March 16, 2020. Under the order, any limitation period statute, regulation, rule, by-law or government order is suspended for the….

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In the News

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

COVID-19, the Courts and the One Judge Pilot Project

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We must all do our part to help fight the spread of COVID-19, including frequent hand washing and social distancing. As of this Tuesday, the Ontario civil courts (including the estates list) are doing their part by suspending regular operations. In the interim, the court will be hearing urgent and time-sensitive motions and applications where “immediate and significant financial repercussions may result if there is no judicial hearing.” A hearing….

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In the News

Dancing with the Dead

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This blog was written by Aathiya Bala, Associate Estate and Trust Consultant with Scotia Wealth Management   If you had the chance to see your favourite artist perform in concert after they passed away, would you attend? For many Whitney Houston fans, this is now a legitimate question to ask themselves. In May 2019, Whitney Houston’s estate signed a deal with Primary Wave Music Publishing, a boutique marketing and music….

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Executors, In the News, Uncategorized, Wills
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