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The Importance of Religious and Cultural Values in Estate Planning

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This blog has been written by Najib Painda, Law Clerk at Fasken LLP Religious and cultural values in Estate Planning As an immigrant growing up in different parts of the Greater Toronto Area, I was fortunate enough to be part of and experience diverse communities which embraced different ethnicities, cultures and religious beliefs. As a result, my relationships expanded to include the people around me within a melting pot of….

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Estate Donations: Six Years Later

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The 2016 introduction of the Graduated Rate Estate (GRE) regime was accompanied by the “estate donations” rules. These Income Tax Act provisions altered the administrative and tax treatment of gifts by will, as well as direct designation gifts of life insurance, RRSP/RRIFs, and TFSAs.   How are charities and executors managing with these rules six and a half years later? I’d say the experience is mixed. Estate Donation Features Let me….

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

How to Get an Estate’s Bank Records (and why you need them)

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This blog was written by Holly LeValliant Bank records may be key evidence in estate litigation cases.  They can be the crux of a case where undue influence, financial mismanagement, or a history of dependant’s support are alleged. The bank may be the only practical source of information that would allow the parties to determine if the key facts of an estate litigation case can be proven.  Providing the bank in….

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Who is a “Spouse”?

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A ‘Playboy’ Millionaire’s Legacy The estate litigation of dismembered multi-millionaire Gang Yuan has once again made headlines. Last Friday, the British Columbia Court of Appeal denied leave to appeal by one of five mothers to his children who sought to establish that she was a “spouse” to Mr. Yuan. Mr. Yuan came to Canada in 2007. The ‘playboy’ millionaire fathered 5 children with 5 mothers, while romantically engaging as many….

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Estate Administration, Estate Litigation, In the News, Uncategorized

DEATH OF A DESIGNATED BENEFICIARY

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This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management *Note: This post was written by a Saskatchewan planner with a focus on common law. It is important to seek guidance in your own province to ensure your plan works there.*   Most people know about beneficiary designations. The investment vehicles under which beneficiaries can be designated include registered….

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Nova Scotia, Home to Many Older Canadians…..

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My batteries are recharged!!! I enjoyed a wonderful week in Nova Scotia, appreciating the beautiful views from Cabot Cape Breton. Walking the Links with a local caddy I asked how older Nova Scotians typically fare and asked about residences and home care.  He shared that many locals have large families (he has 90 first cousins) and they ‘look after their own’. This is a good thing because: “About 22 per….

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