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Wine and Estates Revisited

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When I last wrote about wine and estates it was 2019. A distant epoch. The Canadian situation has changed dramatically since then. Not only have I been drinking more and better wine (I’m not alone), but the secondary wine market has changed. It’s more liquid, if you will. This is helpful to wine collectors and executors. What’s Changed? The pandemic lock downs of 2020 disrupted long-held, post-prohibition rules around wine….

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

Beneficial ownership reporting – don’t rush to wind-up the trust

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Proposed trust reporting rules I have read a number of articles published throughout 2021 stating that the new proposed trust reporting rules are coming.  Under the proposed new trust reporting rules, express trusts are required to report the beneficial ownership information to Canada Revenue Agency (CRA) and unless the Department of Finance changes the effective date for trusts that have a taxation year ending after December 30th, 2021, then the….

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Canada Revenue Agency, Estate Administration, Tax Issues, Trusts, Uncategorized

“I don’t want to be a burden to my children”

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This is a common refrain that I hear and one that my trust colleagues do as well. In today’s blog I would like to discuss the role and importance of naming an Attorney for Personal Care.    [Note:  Of course this is in addition to naming either a trust company, which is my preference or another person as the attorney for property]. As I work with many older individuals who have….

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Making a List, Checking it Twice: Getting Ready to Talk About Your Estate Plan this Holiday Season

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As we approach the holiday season, many of us are looking forward to spending time away from work to get together with our families. For some of us, this will be the first holiday in two years that we have been able to all gather together. Many people’s holiday preparation list includes planning menus, decorating the home, and purchasing presents. If you’re checking it twice, you may wish to include….

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Another reminder about beneficiary designations – Simard v Hall

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Today’s blog has been written by Yvonne Mazurak, associate at Fasken LLP I’ll admit it–I love watching holiday movies. And the more predictable, the better. I recently watched one that hit many of the expected tropes: the main character returns to their hometown from the “big city” to reconnect with an aging parent, who they have been estranged from since the death of their other parent (and–of course–in the process….

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Saying goodbye

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This blog was written by Teresa Acs Saying goodbye.  When the blog you are writing is called All About Estates, you might think this is a goodbye to a dear loved one and, in many ways, you would be right.  I am retiring at the end of the year after more than 35 years in the Estate and Trust industry.  Retiring brings excitement and joy in the possibilities and I….

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