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Login to watch this video if you have a subscription. Learn more about subscriptions.Powers of Attorney and Beneficiary Designations examines recent Succession Law Reform Act changes affecting powers of attorney and beneficiary designations for registered plans. It explains how an attorney under a continuing power of attorney for property, or a guardian of property, may preserve an existing beneficiary designation when a plan is converted, renewed, replaced, or transferred, helping avoid unintended estate consequences.
Considerations When Dealing with US Beneficiaries of Ontario Estates examines cross-border estate planning issues that arise when an Ontario estate has a U.S. connection. The presentation highlights U.S. estate tax exposure for U.S. citizens and Canadian residents owning U.S. situs assets, filing thresholds, worldwide estate calculations, Treaty-based credits, Form 706-NA filing requirements, and the need for professional tax advice where U.S. assets, U.S. citizenship, or U.S.-resident beneficiaries may affect estate administration.
SLRA Section 21.1 - Substantial Compliance examines Ontario’s validation power for non-compliant testamentary documents under section 21.1 of the Succession Law Reform Act. The presentation highlights how drafts, notes, emails, texts, PDFs, and solicitor files may evidence testamentary intention, with practical guidance on authenticity, finality, electronic records, draft control, prompt execution, and careful file management.
Douglas Buchmayer is a partner in the Ottawa office of Gowling WLG, whose practice concentrates primarily in the areas of estate planning, estate litigation and estate administration. Douglas has chaired and spoken at various continuing legal education seminars over the years and has appeared on radio and television to discuss estate planning issues. A past Bar Admission Course instructor at the Law Society of Upper Canada for the Estate Practice section and current Solicitor Examination Tutor, Douglas has also lectured in the area of estate administration at the University of Ottawa for law clerks and lectured at the Faculty of Law, University of Ottawa, in trust law. Douglas is the general counsel for the Nunavut Trust, a past president of the Ottawa Estate Planning Council, and is a member of the Society of Trust and Estate Practitioners (S.T.E.P.). Douglas is a member of the East Region Solicitors Conference Planning Committee.
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