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Wills, Trusts & Estates

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Thursday, January 04, 2018 @ 8:36 AM

Guidance on economic sanctions aims to help charities with due diligence

The Office of Financial Sanctions Implementation in the U.K. has released materials that can assist charities in Canada dealing with financial sanctions against countries in which they operate. ... [read more]

Friday, December 22, 2017 @ 9:07 AM

Canada Revenue Agency announces new program to help charities meet obligations

The CRA says the program is intended to provide early support and guidance to registered charities, and will include a visit by a charity education officer to review books and records, and make recommendations. It would be prudent for legal counsel to become familiar with the Charities Education Program so they can properly advise their clients. ... [read more]

Thursday, December 21, 2017 @ 8:17 AM

Tax tips every lawyer should implement now year_end_sm

Ideally, tax planning should be an ongoing process that lawyers, like other entrepreneurs or employees, focus on all year long. Given our busy schedules many lawyers pay attention to tax planning at year end, if at all. So here are some tax planning tips that, for the most part, should be implemented now. ... [read more]

Thursday, December 14, 2017 @ 4:25 PM

SCC clarifies proprietary estoppel in novel B.C. estates dispute Benjamin Arkin

The Supreme Court has liberalized the test for — and expanded the scope of — proprietary estoppel in a B.C. estates case involving a bitter dispute between two brothers and their older sister. ... [read more]

Thursday, December 14, 2017 @ 2:47 PM

INTERESTS IN LAND - Proprietary estoppel claims

Appeal by Cowper-Smith from a judgment of the British Columbia Court of Appeal which overturned the trial judge’s conclusion that he was entitled to purchase his sister’s interest in their mother’s house on the basis of proprietary estoppel. ... [read more]

Monday, December 11, 2017 @ 9:22 AM

Mediation of estate disputes is one of the best ways to encourage settlement Mediation

Mediation in estate disputes has been mandatory in parts of Ontario since 2002. In 2016, the Rules of Civil Procedure were amended to provide judges with authority on their own initiative to order mediation in jurisdictions that do not have mandatory mediation. ... [read more]

Friday, December 08, 2017 @ 11:52 AM

BLG partner elected to American College of Trust and Estate Counsel

Peter A Wong, a partner in the tax group of Borden Ladner Gervais LLP’s Vancouver office, has been elected as an international fellow of the American College of Trust and Estate Counsel (ACTEC). ... [read more]

Wednesday, December 06, 2017 @ 3:21 PM

New partner for Dentons’ Toronto office

Nicole Woodward has joined Dentons Canada LLP as a partner in the tax group and as a member of the firm’s trusts, estates and wealth preservation group. ... [read more]

Monday, December 04, 2017 @ 10:48 AM

Ambiguity about end-of-life wishes can lead to conflict among decision-makers Living will

When drawing up a health care directive, clients often want to include a general clause leaving it up to their appointed decision-maker to determine whether care should be withdrawn. While generality does serve a purpose, as it is impossible to foresee every possible scenario, three cases illustrate how clarity is often preferable. ... [read more]

Friday, December 01, 2017 @ 11:56 AM

McLeod Law adds wills and estates associate

Beverly Mendoza is the newest associate at McLeod Law LLP, even though she’s not new to the Calgary firm. ... [read more]