November 5, 2020

Lori Isaj contributes to Taxes & Wealth Management November 2020 edition

Lori Isaj contributes to Taxes & Wealth Management November 2020 edition

Written by: Lori Isaj

Beard Winter LLP estate and trust planning lawyer Lori Isaj has co-authored an article with partner Lucinda Main in the November 2020 edition of Thomson Reuters’ Taxes & Wealth Management newsletter.

In the November 2020 edition, Ontario Moving to Electronic Filing of Probate Applications and Other Estate Law Updates, Lori updates readers on the status of virtual executions of wills and powers of attorney in counterpart, finding that the “provisions are expected to be extended even further as Ontario enters the anticipated Fall second wave of the pandemic.” Lori writes about the introduction of remote commissioning of affidavits and online filing of probate applications, finding that “where processing times could be up to eight months in certain jurisdictions, the stated objectives of the new electronic filing procedure are to ensure a more efficient and timely processing of Certificates of Appointment to allow executors to move forward with the administration of estates.”

Taxes & Wealth Management examines a wide range of subjects that impact private companies and high net worth individuals such as tax, estate, and trust matters and other topics that relate to wealth management.

Lori Isaj is an associate in the firm’s Trusts and Estates Group. Acting for a wide range of individuals and trust companies, her practice focuses on estate and trust planning and administration.



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