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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.
REGIONAL PRACTICE DIRECTIONS – SCHEDULING, FILING, AND COMMUNICATING WITH THE COURTS
When it comes to scheduling a date with the courts and subsequently serving and filing materials, you must first consult your region’s Practice Directions. These handy guides provide detailed steps to ensure your date is secured and your materials are provided to opposing counsel and your presiding Judge.
JOINT ACCOUNTS AND THE PRESUMPTION OF RESULTING TRUST: WHY YOUR ADULT CHILD MIGHT NOT INHERIT THAT MONEY
Many clients tell us that their deceased parent received explicit advice from their bank that adding an adult child as a joint account holder is an appropriate probate planning strategy. However, relying on joint accounts to transfer inheritance to your children can carry legal complexities that are misunderstood and can lead to unintended consequences.
THINK BEFORE YOU SEND: WIRE TRANSFER SAFETY
In today’s financial and legal world, wire transfers are a routine part of many transactions – whether it’s settlements, estate distributions, or real estate transactions. With the growing convenience of wire transfers, it is important to stay alert and informed about cybercrime and to take the necessary steps to protect your funds throughout the process.
ACTING AS AN EXECUTOR OR ATTORNEY? HERE’S WHY YOU NEED NOTARIZED COPIES.
While acting in your role as executor or power of attorney, you may be asked to produce the original Will or Power of Attorney to prove that you are authorized to act on behalf of the Estate (if probate has not yet been received) or another person (for attorneyships). These requests usually come from financial institutions, healthcare providers, or the Canada Revenue Agency.
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
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
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