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Tag: <span>estate planning</span>

FELICE KIRSH, JORDAN OELBAUM, AND SENDER TATOR NAMED TO BEST LAWYERS IN CANADA 2024; MITCHELL RATTNER NAMED TO BEST LAWYERS: ONES TO WATCH

Felice C. Kirsh, Jordan D. Oelbaum, and Sender B. Tator were again recognized by their peers as three of the Best Lawyers in Canada, for the year 2024, in the “Best Lawyers in Canada” survey for the specialty area of Trusts and Estates. Mitchell J. Rattner was again recognized by his peers as “One to […]
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Virtual Witnessing of Wills

By Liza Saad: The circumstances surrounding the COVID-19 pandemic have prompted many to think about writing their Wills or making changes to existing Wills. However, during a time of social distancing and self-isolation, the legal requirement that a Will must  be signed in the physical presence of two witnesses posed a major challenge. In response […]
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Make a Will Month

by Robin Spurr November is the Ontario Bar Association’s Make a Will Month, and events are being scheduled all over the city to promote the importance of making a Will.  Mitchell Rattner recently spoke to community members at Barbara Frum Public Library and answered questions about the practicalities of making a Will and Powers of Attorney.  […]
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Buzz Aldrin Guardianship Dispute & the Importance of Planning for Incapacity

Apollo 11 astronaut Buzz Aldrin is suing his two children and his business manager for improperly taking control of his finances, using his funds for their own benefit, and defaming him by stating publicly that he suffers from dementia. This lawsuit was brought in response to a guardianship application commenced by Aldrin’s two children. Regardless […]
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Powers of Attorney – Common Myths

by Mitchell Rattner Last November was the Ontario Bar Association’s “Make a Will Month”, and I spoke at Barbara Frum Library about the benefits of having a will. While a will is an important and effective tool for directing how your property is to be distributed following your death, powers of attorney enable you to authorize […]
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Estate Planning – Digital Assets

by Mitchell Rattner When meeting with a lawyer to discuss estate planning, most often the client will consider the dispositions of his/her real property, personal possessions, business interests, and other investments. Proper consideration also needs to be given to the extent and nature of the client’s digital assets. Almost everyone has a digital presence, but every […]
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2016 Amendments to the Income Tax Act – Graduated Rate Estates and Qualified Disability Trusts

by Mitchell Rattner Amendments to the Income Tax Act (R.S.C., 1985, c. 1 (5th Supp.)) (“ITA”), which came into effect on January 1, 2016, stipulate that the income and realized capital gains of testamentary trusts will now be taxed at the highest marginal rate (29%), but for two key exceptions. Exception #1: Graduated Rate Estate Graduated Rate Estate […]
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