ESTATE PLANNING & CAPACITY LAW Why Marriage Alone Does Not Give a Spouse Financial Authority Many married couples assume they can automatically step in to manage finances if their spouse becomes incapable. In Ontario, that assumption can quickly unravel where assets are held solely in one
spouse’s name and no valid Power of Attorney for Property exists. This article examines the costly and surprisingly complex guardianship issues that can arise when incapacity planning is overlooked.
ESTATE PLANNING & ESTATE LITIGATION The Estate Planning Trap Hidden Behind Corporate and Trust Structures A will may clearly express a testator’s intentions, but that does not mean the gift will succeed. In Ontario, gifts can fail where the testator did not beneficially own the asset,
even if they appeared to control it through a corporation, trust, or nominee arrangement. This article explores how doctrines like ademption can unexpectedly unravel estate plans and why careful drafting around ownership structures is critical.
WELCOME Tony Ma Cambridge LLP is pleased to welcome Tony Ma to the firm’s Estate Planning & Administration Group. Tony advises clients on wills, trusts, estate planning, and estate administration, with experience spanning complex estates, disability-focused planning, and estate litigation matters. His broad background and
practical approach allow him to guide clients through sensitive planning decisions with clarity, foresight, and compassion.
WELCOME Chelsea Hollidge We are also pleased to welcome Chelsea Hollidge to the Estate Planning & Administration Group. Chelsea works with clients on a wide range of estate planning and administration matters, combining strategic thinking with a compassionate, client-focused approach. From tailored wills and powers of
attorney to guiding executors through probate and estate administration, she is committed to helping clients navigate important decisions with confidence and clarity.
