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FROM REASONS TO JUDGMENT: SETTLING AN ORDER UNDER RULE 59.04
I will never forget the first time I received a judge’s Endorsement. We had won our case, putting an end to months of protracted litigation. I remember poring over the judge’s reasons, carefully reviewing the analysis and spotting all of the cases taken from our factum.
DON’T FORGET ABOUT YOUR FURRY FRIENDS WHEN YOU PREPARE YOUR WILL (BUT LET’S BE REAL… HOW COULD YOU FORGET ABOUT THEM?)
If you had kids, wouldn’t you make sure they were taken care of if something were to happen to you? Of course. So why aren’t we doing the same for our furry friends? I’ve worked in Estates for 5 years and have been an animal lover for 28. I’ve seen a lot of Wills, however, I’ve noticed that none of them specify what would happen to their pets if they were to pass.
POA DISPUTES PART 2: IF YOU ARE WILLING TO LITIGATE FOR THIS JOB, IT MAY BE BECAUSE YOU DON’T FULLY UNDERSTAND WHAT THE JOB IS
This blog is part 2 of a series which started with this one: “Re-thinking Power of Attorney Litigation.”
My first modest suggestion for power of attorney (“POA”) litigation is to fully explore clients’ assumptions about the rights and powers of POAs before initiating litigation.
CONGRATULATIONS, YOU’RE AN ESTATE TRUSTEE: OBTAINING ASSET VALUES FROM FINANCIAL INSTITUTIONS
After months of waiting, you’ve finally received your Certificate of Appointment from the Court, and you can now manage the estate, pay debts, bring in the assets, file taxes, and distribute funds.
But what do you do if you don’t know the full value of the estate and the Estate Information Return (EIR) deadline is 180 days away and fast approaching?
WHAT SUCCESS LOOKS LIKE
I am the type of person who spends a lot of time planning for the future. When I was 16, I developed a ten year plan: Attend Queen’s University for the commerce program, move out to British Columbia to go to UBC for law school, then move back to Toronto to work in corporate law at a large law firm, and eventually make partner. That, to me, was what success looked like.
NON-COMPENSABLE TRANSACTIONS IN FIDUCIARY ACCOUNTING
Generally, the rule that applies to a guardian or attorney’s compensation is a charge of 3% on all receipts and disbursements in the guardianship or attorneyship accounts, per the regulations under the Substitute Decisions Act, 1992. However, like many legal principles, there are exceptions to this general rule. There are certain receipts and disbursements that the 3% charge should not be applied to.
WHERE TO FIND US
OFFICE
20 Adelaide Street East
Suite 1500, Mailbox 50
Toronto, Ontario M5C 2T6
(east of Yonge Street)
T. 647.490.1385
F. 647.494.0085
PLEASE NOTE: Our Firm does not accept retainers via email; and sending an email to our Firm does not constitute a retainer. You will not be considered a client of the Firm unless and until we have agreed to act for you according to our usual procedures for accepting clients which includes a signed written retainer agreement. Do not include any confidential information in your email.
ANGELA CASEY
D: 647.494.5497
acasey@caseyandmoss.com
CARA ZACKS
D: 647.494.0309
czacks@caseyandmoss.com
FELICIA CYRIL
D: 647.494.3990
fcyril@caseyandmoss.com
REBECCA SUGGITT
D: 647.351.9990
rsuggitt@caseyandmoss.com
JENNIFER JIANG
D: 647.368.6173
jjiang@caseyandmoss.com
STACIE CHRYSANTHOPOULOS
D: 647.368.5958
stacie@caseyandmoss.com
ANGELIQUE MOSS
D: 647.494.5447
amoss@caseyandmoss.com
ZARA WONG
D: 647.497.6395
zwong@caseyandmoss.com
OLESYA JOHNSON
MATIAS GUTIERREZ
D: 437.564.2743
mgutierrez@caseyandmoss.com
EMILIA SZCZEPKOWSKI
T: 437.561.5946
eszczepkowski@caseyandmoss.com
SAMANTHA VALVONA
T: 437.561.6694
svalvona@caseyandmoss.com
LAURA CARDIFF
D: 647.494.3975
lcardiff@caseyandmoss.com
ADAM GIANCOLA
D: 647.497.6394
agiancola@caseyandmoss.com
ROSLYN BLACKETTE
T: 647.368.6708
rblackette@caseyandmoss.com
COLLEEN DOWLING
D: 647.368.6556
cdowling@caseyandmoss.com
HANNAH HENLEY
T: 647.797.0252
hhenley@caseyandmoss.com