Total 460 Posts
I’m confident that lawyers and clerks who work with assistants will agree: legal assistants are vital to the daily operations of a legal practice. There have been a number of blogs written about the day in the life of an estate planner or a law clerk working in estates. In today’s blog, I’ve invited my assistant, Sarah Whelan, to share insights into her role and highlight the key aspects of….
The Institute of Law Clerks of Ontario recently hosted an education session on Ontario’s Estate Administration Tax (“EAT”) and the Estate Information Return (“EIR”), presented by a representative of the Ontario Ministry of Finance (“MOF”). I was particularly interested in this session as I wrote about the new online filing process for EIRs in my last blog post https://allaboutestates.ca/estate-information-return-the-new-online-process/. Today’s blog will share some of the key takeaways from….
Ontario Estate Information Return Essentials Continue Reading »
Estate Administration, Estate Administration and Probate Applications, Estate Planning, Probate Tax, Tax Issues, Wills
This blog post was written by: Holly Van Schouwen, Estate and Trust Consultant, Scotiatrust Victoria It’s a sad time, A parent has passed on and the adult children are reviewing the Will. One or more of the children are named to provide oversight in distribution of personal effects (articles). This can become a contentious issue if there are strained relations within the family. Where there is no specific language around….
Articles and Personal Effects – Oversight for Wills Continue Reading »
Estate Administration, Estate Planning, Executors, Trustee Disputes, WillsI recently had the pleasure of leading a course for lawyers who want to learn how to draft Wills (or improve their existing skills). One of the topics that we discussed at some length was how best to draft a residue provision in a Will, where there are multiple residuary beneficiaries. I thought it may be helpful to summarize a key discussion point from our session here, as in my….
Avoiding an Accidental Intestacy: A Reminder for Drafting Lawyers Continue Reading »
Estate Administration, Estate Planning, WillsYou’ve already beaten the odds — now make sure your fortune doesn’t roll the dice without you. Over the years, I’ve had the privilege of helping lottery winners turn sudden wealth into lasting legacies. Here are six key considerations to keep in mind from an estate planning perspective: Assemble a Strong Advisory Team Winning the lottery is thrilling — but it can also be overwhelming and cause immense anxiety…..
Winner/Gagnant!!!!! Six Estate Planning Considerations For Lottery Winners Continue Reading »
Charitable Giving, Estate Planning, Succession Planning, Trusts, Wills
Today’s blog was written by Douglas Buchmayer, partner with the Ottawa office of Gowling WLG (Canada) LLP When deriving an estate plan, it can sometimes be difficult to balance the needs of one’s spouse or partner against the wish to benefit (and protect) the next generation. While perhaps less relevant or compelling when a couple is young or share the same children, the concern becomes more poignant when such spouse….
Mutual Wills: Pros & Cons Continue Reading »
Estate Administration and Probate Applications, Probate Tax, Uncategorized, Wills