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Published on: 6 Apr 2022 By

Power of attorney issues: compensation for powers of attorney for personal care

Providing care to an elderly or sick family member is a significant and often thankless undertaking. Quite often, it is the attorney for personal care who assumes the caregiving responsibilities. Attorneys for personal care often spend hours cleaning, cooking, and driving their loved ones to…

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Published on: 15 Mar 2022 By

Receiving an inheritance while on the Ontario Disability Support Program

Receiving an inheritance, either as a beneficiary under a Will or through the proceeds of life insurance, while on Ontario Disability Support (“ODSP”) can require some additional steps and planning to avoid a loss of benefits. Since ongoing qualification for ODSP benefits is based on a finan…

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Published on: 14 Jan 2022 By

The impact of marriage and separation on an existing Will: recent changes to the Succession Law Reform Act

Recent amendments to the Succession Law Reform Act have changed the impact of marriage and separation on an existing Will. Prior to January 1, 2022, marrying after the date a Will was signed caused that Will to be automatically revoked.  To avoid revocation, the Will had to provide that it w…

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Published on: 15 Nov 2021 By

“Probate” in Ontario: common questions and concerns

What is Probate? In all estates, the estate trustee will need to consider whether they must “probate” the estate. The probate process is conducted by the proposed estate trustee submitting a court application to obtain a Certificate of Appointment of Estate Trustee. This Certificate confirms…

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Published on: 21 Jul 2021 By

What if Britney Spears lived in Ontario? Examining agency and guardianships in Ontario

Britney Spears’ conservatorship, and the resulting “Free Britney” movement, has been a topic of much discussion in the news. Plenty of attention, and rightfully so, has been focused on what Britney’s wishes are with respect to the conservatorship. Recently, Britney made a powerful statement …

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Published on: 18 Dec 2020 By

Considerations for the appointment of parents in minor guardianship applications: Santella v Bruneau (Litigation Guardian of)

In Santella v Bruneau (Litigation Guardian of), 2020 ONSC 2937, Justice Corthorn discussed factors that the Court will consider when making a determination regarding whether a parent will be appointed as Guardian of Property of their child’s funds or whether the funds will be paid into Court…

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Published on: 9 Nov 2020 By ,

Estate planning for professionals

As professionals progress in their careers, the estate planning process may become quite complex. The development of a clear estate plan is critical to ensure that the intentions of the testator are honoured, while dealing with the estate in the most tax efficient manner. Many business owner…

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