Changes to Probate Rules You and Your Executor Need to Know

Article posted February 21, 2012

Did you know that the Ontario government is proposing significant changes to Ontario’s Estate Administration Tax Act? Do you know what these changes are? And more importantly what these changes could mean to you?

To fully understand these changes and how they might affect you please join us at our Community Meeting on Tuesday February 28th. This will take place at our usual location, Burlington Seniors Centre, 2285 New St. (next to the Library and Arena). This is new information that you need to know.

The meeting is open to everyone in Halton Region and is not intended to be for Burlington residents only.

Doors will open at 6.30pm and the featured presentation will take place between 7.00pm and 9.00pm.

There is no charge to attend this meeting. Everyone is welcome. Members bring a friend. Support your local chapter.

Light refreshments, coffee, tea and cookies, will be available.

The meeting will begin with a welcoming address from our Chairperson, Tom Carrothers. Tom will also provide an update on your CARP Halton Chapter and CARP National activities.

This will be followed by our keynote speaker, LéonyDe Graff Hastings. Léony is a retirement and estate planning specialist. The focus of her presentation will be the changes to the legislation around wills, executors, trustees and probate and how those changes will affect you. Léony will address the changes in Ontario’s legislation and what these mean for those who accept duties as estate trustees and executors.

DeGraaf Financial Services will also sponsor our meeting. They have a strong focus on family wealth creation and preservation. For more information please visit their website at

Wade Group Professional Services will be co-sponsors. Wade Group are Chartered Accountants and Strategic Advisors. Representatives will be available to answer any questions you might have. For more information please visit their website at

We will also be joined at this meeting by volunteers from S.A.L.T. Halton (Seniors and Law Enforcement Together)

S.A.L.T. is a volunteer, community- based organization designed to meet the public safety concerns of seniors in Halton Region. It is a police advisory council and an action committee. For more information about S.A.L.T. please go to their website at

Our meeting sponsors and S.A.L.T. will have display tables where you will be able to obtain additional information and to chat with their representatives.

The meeting will end at 9.00pm with a few closing remarks from Tom.

If you would like more information about this meeting or Halton Chapter please send us an email: [email protected]. Or you can call Tom at 905 319 7345.

We also encourage you to visit this website regularly. As you can see you will find more information about our Chapter and we frequently post items of interest to seniors.