Last blog added on Friday, January 3rd, 2020

Information About All About Estates

Recent Posts

Below is a preview of the five most recent posts from the blog All About Estates. To read these posts in their entirely or subscribe to future updates from this blog, please visit their website!

  • The New Simplified Procedure Rule (Rule 76)

    Since it was enacted in 1996, Rule 76 of the Ontario Rules of Civil Procedure has provided for a simplified procedure to streamline claims of relatively modest monetary value. The goal remains to reduce legal costs and speed up the administration of justice. The Government of Ontario made significan … Read more »

  • TOSI and the Estate Plan

    Since 2018, the tax on split income (TOSI) rules have impacted common estate planning practices. While much of the TOSI focus is on planning during one’s lifetime, post-mortem planning strategies have also been affected. It follows that a post-mortem planning strategy must now be considered in light … Read more »

  • Mild Cognitive Impairment Does Not = Normal Aging

    Are there any other “This Is Us” fans who eagerly awaited episode 10 last week?  Spoiler alert for those who have not yet watched.  Yes, as we suspected, Rebecca was diagnosed with Mild Cognitive Impairment (MCI).   Her diagnosis  is a fitting introduction for today’s blog  as  January is Alzheimers … Read more »

  • Paper vs. Electronic Filing of Estate Information Returns!

    Today’s blog was written by guest bloggers, Tracy Parkinson and Krista Brown, law clerks in the Private Client Services group of Fasken LLP. It’s hard to believe that we have been filing Estate Information Returns (the “EIR”) with the Ministry of Finance (the “Ministry”) since January 1, 2015, but i … Read more »

  • Challenge Accepted: Court Challenges to Wills and Claims Against Estates

    This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management As lawyers, we routinely field questions from testators about how to avoid challenges to their wills, especially where they’ve decided to leave a family member less than what they might have expecte … Read more »