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Celebrating

our 10th year
blog anniversary

Author: Michael G. von Keitz

How to Plan for Beneficiaries with Disabilities Using RDSPs

Commencing with the introduction of registered retirement savings plans (“RRSPs”) in 1957, registered plans have generally become an integral part of the estate planning process. Although registered plans play an important role in both the financial and estate planning of many Canadians, the tax treatment of such plans can vary

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Accidental Drowning: Estate and Third-Party Claims

As we settle into the latter half of the summer months, it bears remembering there are risks associated with the water-related activities which attract many of us at this time of year. Whether swimming, boating, or floating, the majority of drownings occur in lakes, ponds, and rivers, while the victim

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Testamentary Freedom: Spence Up Your Life

Spence v BMO Trust Company, 2016 ONCA 196, is a topical case which has featured in our blog as recently as January 2023. This case serves as a reminder that testamentary freedom – a will-maker’s right to dispose of his or her property as he or she sees fit – is

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Don’t Wonder if the Court Could Save Your Will, Wonder if it Should

Effective January 1, 2022, the Succession Law Reform Act (SLRA) was amended to include section 21.1, permitting Court-ordered validity of an otherwise deficient Will. The language of subsection 21.1(1) reads as follows: “If the Superior Court of Justice is satisfied that a document or writing that was not properly executed

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Never Will I Ever: Constraints on the Authority of Attorneys

The ability of a person to appoint a substitute decision-maker, known as an attorney, is a longstanding right of those in Ontario with the requisite capacity and is governed by various provincial legislation and case law. This right is much the same in many other common law jurisdictions, but terminology

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