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Removing an Estate Trustee: How Bad is Bad Enough? | Family Disputes | Court Rulings | Ontario | Estates Gone Wrong 10 Apr
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Removing an Estate Trustee: How Bad is Bad Enough?

Estate Law Reform is urgent and imperative to protect elders from financial abuse: specifically in the areas of power of attorneys, intervivos gifts, and will planning. 23 Oct
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Elder Abuse Epidemic: Urgent Need for Estate Law Reform

Abusive Guardianships: Prevention & Taking Action 19 Sep
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Abusive Guardianships: Prevention & Taking Action

Money left to Heart and Stroke Foundation in Will Allegedly Misappropriated | Curated Content | Charitable Bequests | Estates Gone Wrong 31 Aug
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Alleged Misappropriation of Substantial Charitable Bequest

Kate Rothko Prizel, the daughter of renowned abstract artist Mark Rothko, once said being 19 was the worst year of her life. Still only a teenager, in 1970, Prizel was embroiled in a bitter legal battle with her father’s estate executors and the directors of the Marlborough Fine Art gallery. 10 Aug
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

How Greed Rocked the Art World: The Estate of Mark Rothko

When Caretakers Empty the Coffers: A Look at Guardianship Fraud 13 Apr
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

When Caretakers Empty the Coffers: A Look at Guardianship Fraud

Guardianship Scams: The Stuff of Recurring Nightmares | Ransacking the Wealth and Autonomy of Countless Older Americans | Estates Gone Wrong 23 Feb
  • by Estates Gone Wrong
  • Curated Content, Guardian Safeguards

Guardianship Scams: The Stuff of Recurring Nightmares

A French court has found eight people guilty of exploiting 92-year-old L'Oreal heiress Liliane Bettencourt, one of the world's richest people. The verdict brings to an end a long-running case that began with a feud between Mrs Bettencourt and daughter. 28 May
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

The Exploitation of L’Oreal Heiress Liliane Bettencourt

Jay Pritzker quietly built a $15 billion empire of more than 200 companies, including Hyatt Hotels Corp., and a network of 1,000 family trusts. 12 Jan
  • by Estates Gone Wrong
  • Curated Content, Infamous Feuds

Pritzker Family Settles Dispute with $900 Million Agreement

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Recent:

Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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