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Estate Planning in a Pandemic: No Easy Solutions

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management It is not surprising that in a pandemic many people are very concerned about their estate plan.  This blog will focus on making a valid Will. In Canada each province and territory has its own legislation which sets out the legal requirements for a valid Will.  Some provinces, such as British Columbia, have a “substantial….

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Estate Planning, Executors, In the News, Uncategorized, Wills

The How To’s of “Virtual Commissioning” as a result of COVID-19!!

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Today’s blog was written by guest blogger, Tracy Parkinson, law clerk in the Private Client Services group of Fasken LLP. By now, I expect the general consensus among us is that we’ve heard enough COVID-19 related information to last a lifetime.  I know I have, but in the meantime life goes on! For now, while in person face to face meetings are not possible or recommended and proposed changes to….

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Time to Refreeze: Redux

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The freezing of current share value so that your chosen successors can easily participate in the future growth of your enterprise is a common estate planning technique. What if the value of the frozen shares now exceeds the value of the enterprise as a whole? I wrote about this sometime ago and I think the current economic circumstances create an opportunity to revisit it. The Covid-19 crisis has lead to….

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Business Succession Planning, Canada Revenue Agency, Estate Planning, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Trusts, Uncategorized, Wills

Delusions and Capacity

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 This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management We all know how important it is to have a valid will. Part of that validity stems from ensuring that the testator was capable and of sound mind when he or she signed the will.  This test can become tricky, however, if the testator is suffering from delusions or hallucinations. While it seems instinctually clear….

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Capacity Law, Contested wills, Uncategorized, Wills

Let’s meet for a virtual coffee!

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Today’s blog is sent from my home office to yours, as you are likely  working from home- whether you are already in self quarantine or being socially distant and respectful. So much can change in one week and hard for us all to imagine what next week will bring.  However until then, I want to share some positive activities that can be initiated as we figure out how best to….

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Caregiving, Elder Care, Uncategorized

Dancing with the Dead

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This blog was written by Aathiya Bala, Associate Estate and Trust Consultant with Scotia Wealth Management   If you had the chance to see your favourite artist perform in concert after they passed away, would you attend? For many Whitney Houston fans, this is now a legitimate question to ask themselves. In May 2019, Whitney Houston’s estate signed a deal with Primary Wave Music Publishing, a boutique marketing and music….

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Executors, In the News, Uncategorized, Wills
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