Uncategorized

Total 680 Posts

Taxable Preferred Shares – Some Potential Relief for Specified Amounts

Andrew Coates, Associate, Gowling WLG (Canada) LLP The potential tax implications of estate trustees finding themselves holding taxable preferred shares (“TPS”) owned by a deceased and the “substantial interest” exception for Part VI.1 tax was explored previously in the March 2, 2021 post, but TPS is a complicated subject so we will discuss another of the exceptions in today’s post: the “specified amount” exception. As a refresher, TPS is defined….

Taxable Preferred Shares – Some Potential Relief for Specified Amounts Continue Reading »

Succession Planning, Tax Issues, Uncategorized

Wish lists are for more than just the holiday season

This blog has been written by Mohena Singh [Associate] at Fasken LLP As we near the new year and reflect on another holiday season, many of us may have used this time to spend with family and friends or catch up on some much needed rest and recovery. This time of year also tends to be one filled with gift-giving and showing love to the special people in our lives…..

Wish lists are for more than just the holiday season Continue Reading »

Elder Care, Estate Administration, Estate Planning, Family Conflict, Healthcare, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Succession Planning, Uncategorized, Wills

Nuns and Money with Purpose

[caption id="attachment_20570" align="aligncenter" width="421"] Booth Residence, Cornerstone Housing for Women, Ottawa[/caption] It’s the holidays.  A time for giving, family, and tradition.  The holiday mood inspired me to think about “money with purpose” that passes from one generation to the next – a bit like holiday traditions. Seeing my mother last weekend triggered these thoughts.  She reminded me of a story of how she led a campaign in Ottawa over a decade ago to….

Nuns and Money with Purpose Continue Reading »

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

Father Time: A Limitation Period Refresher

As the holiday season is upon us and the new year approaches, many of us are thinking about time. For those in the litigation world, time, and more specifically, limitation periods, should always be top of mind. This blog serves as a refresher for some of the limitation periods that apply to different estate-related issues. Basic Limitation Period It is well known that generally, a proceeding shall not be commenced….

Father Time: A Limitation Period Refresher Continue Reading »

Contested wills, Courts, Dependant Support, Estate Litigation, Limitation periods, Uncategorized, Wills

Collections as Estate Assets

For some, collecting is a way of life.  Unique legal and practical issues arise for an executor when an estate includes a collection.  In this article, I explore some of those issues when dealing with collections of fine wine, cultural artifacts, and firearms.   Wine During COVID, the Ontario government made changes to liquor laws that could affect an executor’s role when dealing with a fine wine collection as an….

Collections as Estate Assets Continue Reading »

Uncategorized

Mental Health is Health: 988 Suicide Crisis Hotline Goes Live

998 Suicide Crisis Hotline Goes Live in Canada

This past week, Canada took another step forward to address fundamental changes in access to services for mental health. The 988 Suicide Crisis Hotline went live to provide immediate contact and support services for those in a mental health crisis. Calling or texting 988 gives anyone free twenty-four access to emergency suicide prevention services across all provinces and territories. The 988 Suicide Crisis Hotline Is a Start, But Transformational Change….

Mental Health is Health: 988 Suicide Crisis Hotline Goes Live Continue Reading »

Elder Care, Elder Management, Geriatric Care Management, Grief, Healthcare, In the News, Uncategorized
Scroll to Top