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Category: Succession Laws

Powers of Attorney: Jurisdictional Challenges

Margaret O'Sullivan September 19, 2018

A power of attorney (“POA”) is a legal document in which one person, sometimes termed the “grantor”, appoints another person – the attorney – to make decisions and act on the grantor’s behalf. In Canada, POAs are governed by provincial and territorial laws. Two types of POAs are used in

Misuse and Abuse of Powers of Attorney – Why Law Reform is Necessary

Margaret O'Sullivan March 26, 2018

Having a power of attorney for property is a document we continually recommend to clients who are in the process of updating their estate plans. The purpose of a power of attorney for property is to give a named individual (the “attorney”) the authority to act on behalf of the

Estate Plan “Health Check-Up” – Keeping up to Date with Recent Legal and Tax Changes

Margaret O'Sullivan February 14, 2018

In both our August 2015 and March 2016 blog posts, we discussed the importance of frequently reviewing your estate planning documents, as personal and financial circumstances can constantly change. Failing to make necessary revisions to your estate planning documents may result in unintended consequences that do not accurately reflect your

New Developments in Interjurisdictional Incapacity Planning

Margaret O'Sullivan October 14, 2015

With the arrival of fall, many readers may be preparing to escape the pending cold by travelling to warmer climates for extended stays. In our February 12, 2014 blog post we highlighted the potential concerns and practical issues if you become incapable of making either financial or personal care decisions (whether