Privacy Rights, Public Access and Sealing Orders

Litigants in estates proceedings are sometimes concerned that sensitive and private information – though relevant to the court proceedings – will be made publicly available once filed with the court. Litigants may wonder whether that information can be kept “under wraps”. Indeed, our courts retain the ability to prevent information and documentation from being available to the public; the provisions restricting public access to hearings and documents are found in sections….

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Estate Litigation

Testamentary Capacity and Lewy Body Dementia

Today’s blog was written by guest blogger Dr. Richard Shulman. Dr. Shulman is a Geriatric  Psychiatrist, and is the Service Medical Director for Seniors Mental Health Services at Trillium Health Partners (Mississauga Hospital, Credit Valley Hospital and Queensway Health Centre). He is available for independent medical-legal capacity assessments. He is an assistant professor at the University of Toronto. It was my pleasure to have participated in the recent 18th annual Estates and Trusts….

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Geriatric Care Management, In the News, Testamentary Capacity

Principal residence and co-ownership (continued)

In my last blog on this topic I shared with you the comments of the Canada Revenue Agency (CRA) on an implied agreement between a couple regarding their ownership of a property. The CRA went on to comment on the tax implications of both an actual and a deemed sale…..

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Canada Revenue Agency, Estate Planning, Executors, Joint Tenancy, Property, Tax Issues, Trustee

LIFE … Death & Taxes

Today’s blog is written by guest blogger Katherine Downey. Katherine is a professional educator and licensed funeral director specializing in prepaid funeral planning. She can be reached at (905) 717-9197 or at (905) 399-5341. Email: katdowney@legacymatters.ca. Website: www.legacymatters.ca You have died. Over the next few days what will that look like for your loved ones? Your family is grief stricken and they must decide what to do with your body…..

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Estate Planning
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