Uncategorized

Total 678 Posts

Resolutions, Time Capsules and that Country Twang

It’s a new year and that means resolutions to strive for. For example, coming up with a blog post on short notice when no one at Scotia wanted this blog date. Talk about seizing opportunities. During the pandemic, I got into country music. I admit it y’all. I grew an appreciation for the storytelling and the fun of some of the new school songs and artists. The idea for this….

Resolutions, Time Capsules and that Country Twang Continue Reading »

Uncategorized

An Estate Donation of a Company  

[caption id="attachment_19850" align="aligncenter" width="471"] Donor Miriam Bergen’s photo is held by her niece, Doris Geitz. (CBC)[/caption] On Giving Tuesday last month, The Winnipeg Foundation announced a $500 million estate donation from a local donor, Miriam Bergen.  The donation is of two companies.  Appleton Holdings Ltd., which owns Edison Properties, which in turn holds 27 rental apartment and commercial buildings in Winnipeg. The donor’s wished that her 200 employees “retain their….

An Estate Donation of a Company   Continue Reading »

Estate Donations, Philanthropy/Charitable Giving, Uncategorized

The Secret Language of Estates, and Inflation

Estates clerks and lawyers “speak” their own language.  We use acronyms or initialisms[1] such as CAET, EIR, RCP, ARI, AET, GRE, POA and COLA.  We use abbreviations like Benys and T’ees, and we draw triangles.  The idea for this blog was born when reflecting on having to interpret a lawyer’s handwritten notes for an assistant last week and on answering a “silly” question for a corporate colleague earlier this week. ….

The Secret Language of Estates, and Inflation Continue Reading »

Estate Administration, Estate Planning, Uncategorized

Dead people who made WAY more money than you

Concert tickets are a horrible Christmas gift. The concert is a year away. They’re expensive, so the gift receiver is bound to feel guilty. You gave me a pair of tickets, are you implying that I have to take you? Cause now I’m thinking you like this singer more than I do. How can a gift giver make this even more awkward? How about tickets to a concert headlined by….

Dead people who made WAY more money than you Continue Reading »

Uncategorized

Mental Illness and Medical Assistance in Dying: Changes to the Law Coming Soon

This blog was written by Christopher Cook, student-at-law. Medical assistance in dying (“MAiD”) is yet in its infancy in Canada. It was only in 2015 that the Supreme Court of Canada struck down as unconstitutional the Criminal Code’s prohibition on physician-assisted suicide. The following year, the Parliament of Canada amended the Criminal Code to permit MAiD for those suffering from grievous and irremediable physical or physiological medical conditions. On March….

Mental Illness and Medical Assistance in Dying: Changes to the Law Coming Soon Continue Reading »

Uncategorized

Investing Prudently in Trusts for Dependents with Disabilities

Like so many other things, continuing care and living costs are on the rise. Whether you are a Henson Trust Trustee or a Discretionary Inheritance Trust Trustee, the onus to prudently manage investments is more crucial than ever. It is also imperative that investment plans fit the circumstances of the beneficiary in order to maximize investment value. That being the case, a Trustee for a Henson Trust is called upon….

Investing Prudently in Trusts for Dependents with Disabilities Continue Reading »

Uncategorized
Scroll to Top