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Predatory Probate Lending: an Epidemic in Need of Law Reform? 22 May
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Probate Lending: an Epidemic in Need of Law Reform?

Does the Court Have Jurisdiction to Terminate a Charitable Trust? The answer to the question is Yes. But the jurisdiction must be exercised sparingly and not indiscriminately. 14 Feb
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Does the Court Have Jurisdiction to Terminate a Charitable Trust?

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

It’s hard to know how much of Barbara Hutton’s tragic life was caused by her early inheritance. But her story still can be useful to help spare children and grandchildren the irreversible damage caused by too much money at too early an age. 14 Feb
  • by Estates Gone Wrong
  • Curated Content, Squandered Fortunes

The Woolworth Misfortune: How Not To Provide For Heirs

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 crooked legal guardian who drains the savings of her elderly wards meets her match when a woman she tries to swindle turns out to be more than she first appears. 12 Sep
  • by Estates Gone Wrong
  • Dramatized Content, Guardian Safeguards

I Care A Lot | Satirical Comedy Thriller | 2020

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

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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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