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Dia De Los Muertos: grief and joy

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Autumn is my favourite time of year. It’s often frantically busy with work, but when I have a chance to lift my head up from year-end responsibilities, I savour the reminders of abundance, the wealth of the harvest in this corner of the world, and the crisp cool air is refreshing to me after the hazy heat of summer and the bitter cold of winter. Throughout the world this season….

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Funeral Planning, Grief, Grief, Uncategorized

Capacity Evaluation: the Role of Corroborative Information

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In clinical geriatric psychiatry, it is an accepted standard of care to obtain corroborative information when conducting clinical evaluations.However, medical-legal tasks of capacity evaluation, such as for the evaluation of capacity to instruct counsel, testamentary capacity and possibly even capacity to appoint powers of attorney, may require strict confidentiality which prevents obtaining corroborative information from informants. As a result, obtaining corroborative information for capacity evaluation in this context is more complex than in clinical care…..

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Testamentary Charitable Trusts

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[caption id="attachment_20431" align="aligncenter" width="517"] Morris Minor 1000, 1963  (Source: Wikipedia commons)[/caption] From the 19th century to about 1990, the testamentary charitable trust was an important estate planning structure.  These trusts are part of the will and are funded after death from estate assets.  At one time, testamentary trusts were the primary way for an individual to support one or more charities or charitable purposes after death.  But they have been….

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

No good deed goes unpunished by the CRA

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Part I – Personal Attribution This blog has been written by Pritika Deepak /Associate at Fasken LLP Gifting property or making loans to family members is a common way for individuals to transfer and share their wealth with their loved ones. There are, however, several rules in the Income Tax Act (Canada)[1] (the “Act”), commonly referred to as the attribution rules, which prevent or restrict an individual from “income splitting”…..

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Canada Revenue Agency, Estate Planning, Real Estate, Tax Issues, Uncategorized

Chain of Executorship

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THIS BLOG WAS WRITTEN BY ANTHONY PRANATA, ESTATE & TRUST CONSULTANT, SCOTIA WEALTH MANAGEMENT   What is harder than being the executor of an estate? Being the executor of two estates simultaneously. If you are thinking there is no way this would happen to you as long as you are only appointed in one Will, think again. By accepting one executor appointment, you may become responsible for the estates of….

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