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Posts By: Diane Vieira
21 ResultsSwedish Death Cleaning and Digital Clutter
Swedish Death Cleaning is the Scandinavian practice of taking stock of your life and pairing down your possessions. Unlike other decluttering methods, the purpose of Swedish Death Cleaning is to manage your possessions and assets in a way to not burden your loved ones after your death. It asks you to consider your legacy and…read more
What is the Role of Section 3 Counsel?
If an individual whose capacity is in issue in proceedings under the Substitute Decisions Act (“SDA”) does not have counsel, the court may direct the Public Guardian and Trustee (“PGT”) to arrange legal representation for that person. Pursuant to section 3 of the SDA, the alleged incapable person is deemed to have capacity to retain…read more
What Happens to My Air Miles When I Die?
Many Canadians collect loyalty points with hopes of redeeming the points for various rewards including free air travel, hotels, gas, groceries, and cash. This year with international travel interrupted by COVID-19, many people’s plans to redeem their travel points have been put on hold. Other Canadians have amassed large collections of points over the years…read more
What Happens When a Fiduciary Misappropriates Funds?
There is growing concern about the financial exploitation of the elderly by their attorneys for property. The combination of a cognitively impaired grantor (a person who appoints an attorney for property) paired with an attorney who has unfettered access to all of the grantor’s property creates the potential for financial abuse by attorneys. A power…read more
The Risks of Being an Estate Trustee
A recent news story highlighted one estate trustee’s regretful experience administering an estate. Due to lengthy litigation involving the validity of the Will and an unsuccessful result for the estate trustees, the estate trustee was ordered to personally pay over $100,000.00 in legal fees. While the personal cost order was a result of a unique…read more
Who makes decisions for me if I become incapable and have not made plans?
Before COVID-19, many of us had earmarked 2020 as the year we would get our affairs in order, including preparing powers of attorney for personal care and property. Unfortunately we may have not gotten around to it. The pandemic has accelerated discussions about intubation, CPR and end of life care. Additionally, many people, especially those…read more
Warring Trustees: More Isn’t Always Better
Two recent court cases look at the perils of choosing multiple estate trustees and attorneys for property. Often a testator will choose two or more of their children to act as co-estate trustees. They may feel that it would offend one of their children to not appoint them as an estate trustee or that…read more
What Happens to the Residue of a Trust when a Gift Over Fails?
In a recent Ontario case, the Applicant, a beneficiary of a testamentary trust, sought an order declaring that the gift over of the trust was voided for uncertainty. He also sought an order that the entire trust be paid out to him immediately. The estate trustee took the position that the gift over clause was…read more
Passing of Accounts: Adjusting An Estate Trustee’s Compensation
In a recent passing of accounts case, the court reduced the estate trustee’s compensation for the following reasons: – No compensation should be charged on investment losses listed as capital disbursements; – The costs connected to the sale of real property (real estate commission, property taxes, and legal fees) are not to be included when…read more
Alcoholism Alone Not Enough to Negate Testamentary Capacity
In daBalinhard, the Saskatchewan Court found that a history of alcoholism, short term memory loss and unusual behavior was not enough to sustain a will challenge. After a forty-year marriage, the testator, John, and his wife, Shirley, separated on August 16, 2011. Two months after their separation, John executed a new will on October 20,…read more