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Estate Planning Lessons from “The Dutch House”

This blog was published January 20, 2021 on All About Estates, written by Gosha Sekhon, LL.B. TEP

It is probably no small irony that when an estate planning specialist such as myself randomly selected a novel to read over the holiday season it turned out that the central conflict was an estate plan gone wrong…(Read More)

Promises, Promises…or is that Expectations, Expectations?

This Blog was published on All About Estates on May 4, 2017 and written by Gosha Sekhon, LL.B., TEP.

A not uncommon occurrence these days finds single adult children residing with an elderly, surviving parent. The parent, more often than not, requires some assistance with their health care, household tasks and the management of their financial affairs. Usually the co-habiting child… (Read More)

Demonetization – Dreams Become Nightmares

This Blog was published on All About Estates on March 16, 2017 and written by Gosha Sekhon, LL.B., TEP.

I recently visited India and thought I would share some interesting information. My family has travelled back to India on numerous occasions since my parents immigrated to Canada in the early 1980s. On this trip, we were surprised to learn about the federal… (Read More)

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  • The Gift of Peace of Mind: Estate Planning during the Holiday Season November 30, 2023
      As the holiday season approaches, our thoughts naturally turn to gift-giving, festive gatherings, and the joy of spending time with loved ones. Amidst the holiday cheer, it is important to recognize the profound gift of peace of mind that comes with a well-considered estate and trust plan.  While estate... The post The Gift of […]
  • Proportionality and costs awards November 29, 2023
    In Fanelli v. Fanelli-Bruno, 2023 ONSC 6501, Justice Myers provided clear direction on the principle of proportionality in litigation, and the ways in which it can influence a decision on costs.   The decision The estate of Ms. Lina Fanelli, the mother of the Applicant and Respondent, was the subject... The post Proportionality and costs […]
  • Non-Resident Beneficiary and Part XIII Withholding Tax – Trustee Beware November 28, 2023
    When trustees distribute income of a trust to a non-resident beneficiary, they must be mindful of potential Canadian tax implications. Part XIII tax is a tax withheld at source when income is paid to a non-resident. For Canadian trust and estate purposes, Part XIII requires a non-resident beneficiary to pay... The post Non-Resident Beneficiary and […]
  • How Separate is “Separate as to Property”? November 24, 2023
    This blog has been written by Darren Lund a partner at Fasken LLP. Marriage contracts and cohabitation agreements are an increasingly important aspect of estate planning and wealth preservation. They can be used for a number of reasons and in a variety of contexts. Think of the parents wishing to... The post How Separate is […]
  • Modernizing Ontario Wills: a case update November 23, 2023
    In Ontario, Bill 245, a large omnibus Bill, the Accelerating Access to Justice Act 2021 (AAJA) received Royal assent on April 19, 2021. It made amendments to many Ontario statutes. Schedule 9 of this Act made significant changes to the Succession Law Reform Act, R. S.O. 1990, c.S. 26 (SLRA)... The post Modernizing Ontario Wills: […]