Pre-Death POA Disputes

I have no statistics on this, but anecdotally, I have had many conversations lately with fellow estate litigators who have noticed the same recent trend in their practices.  That rather unseemly development is this:  expectant beneficiaries no longer wait until a person is dead to start fighting over inheritance money.  In more and more cases, the fights begin while the testator is still alive. A case decided earlier this month,….

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Elder Law, Estate Litigation, Family Conflict, Guardianship, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Trustee Disputes

Tis the Season For Giving – Encouraging CRA Commentary for Charitable Giving by Spouses

Those of us in Toronto this morning woke up to… snow! The weather is a picturesque reminder that the holiday season is nearly here. For many, December inspires consideration not only of what gifts to make to family and friends, but also of what gifts to make to charity…..

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Estate Planning

Please Pass The Gravy

Many families will be traveling this week for the American Thanksgiving holiday. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. For example, are you noticing weight loss, balance issues, is Mom now finishing Dad’s sentences because she always has or….

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Disability, Elder Care, Family Conflict, Geriatric Care Management, U.S. Citizen

Home Care Reform

Being a provincial jurisdictional issue, health care reform was not a hot button topic during the media’s election coverage. But health care issues and reform are fundamental to the current issues facing our governments, be that at the municipal, provincial or federal level. “Home Care,” that is, support services for those living in their home, is a particular area in need of attention given our aging population. Home care appears….

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Estate Planning

Private Foundation Continuity

The combination of “private foundation and perpetuity” is a bit like “Fred and Ginger”, always linked in the public mind. Since 2000, however, the charitable status of 1,750 Canadian private foundations has been revoked. Of that number, 1,088 private foundations deregistered on a voluntary basis at the request of trustees or directors. To put these numbers in context, the number of new private foundations registered since 2000 is 2,983. In….

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Estate Planning, Philanthropy/Charitable Giving
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