Estates / Wills / Trusts
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Bales offers concierge service to estate, family clients

Last time she checked, Toronto estate and family lawyer Karon Bales was the only Ontario lawyer certified by the Law Society of Upper Canada as a specialist in both family law ... Read more

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Corporation can be effective wealth preservation tool

For some individuals, a corporation can play a key role in personal wealth management — but it is crucial to undertake a cost-benefit analysis before pursuing this ... Read more

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What is a disclaimer?

By Ian Hull Receiving an inheritance under a will is a gift, and there is no obligation, as a beneficiary, to accept it. It is possible for a beneficiary to waive their ... Read more

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Family fight over remains a good lesson in estate planning

A case being played out this week in a New Brunswick courtroom is a good example of what can go wrong if one’s wishes aren’t made clear, says B.C. wills and estates ... Read more

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Peace of mind guaranteed

By Suzana Popovic-Montag An estate trustee has the legal authority to arrange the place and manner of the burial or cremation of the deceased. The estate trustee also has a ... Read more

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Court's embrace of technology welcomed

Toronto trusts and estates lawyer  David Mills says he’s encouraged by the Ontario Superior Court’s recent embrace of videoconferencing for minor appearances. ... Read more

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Gen Z brings strong multitasking, tech skills to law firms

Members of ‘Generation Z’ have been born with technology attached to their fingers and are adept at multitasking — and this group will soon be represented in the ... Read more

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Predatory marriages 'increasingly common problem' in Ontario

With the elderly population living longer and more independently than in the past, predatory marriages are becoming a growing phenomenon in Ontario, Toronto estates and trusts ... Read more

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New 'Atin Model' app digitizes taking will instructions: Hull

An in-house model designed to take will instructions is the basis for a new application available to lawyers by Toronto estate lawyer Ian Hull . “I wanted to create an ... Read more

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Appeal court's life insurance decision strengthens support security

Family lawyers can breathe easy after an appeal court decision limited when life insurance proceeds can be counted towards the value of an estate, says Toronto estates litigator ... Read more

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'Why do I get $863 and he gets $1,128?': OSDP

Adult children with disabilities living at home often don’t get the maximum disability allowance possible despite repeated requests for more than the basic $863 ... Read more

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Executor's role is no small job: Laredo

The role of an executor is to quarterback the assets of the deceased and it’s no small job, says Toronto lawyer, Lisa Laredo . But there is a prescribed process to ... Read more

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Contractual obligations and estates

By Ian Hull An estate trustee may be bound to a contract previously entered into by the deceased. This duty is distinct from the duty of an estate trustee to discharge all ... Read more

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Banked genetic material should be included in estate plan

In the context of estate planning, it is appropriate for drafting solicitors to inquire whether a testator or potential beneficiaries have banked genetic material and, if so, how ... Read more

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Why drag the rest of the province into Toronto’s housing headache?

Ottawa real estate lawyer  Tanya Carlton wonders why efforts to cool Toronto’s hot housing market have to cast such a long shadow over the rest of ... Read more

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Governance strategy crucial to family business succession

Successfully transferring a company to the next generation requires planning and open communication between the owner, heirs and key advisors — including a disciplined ... Read more

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Lund business involved in dispute

By Charles Ticker A  recent story  summarizes the sibling dispute among the owners of the Lunds & Byerlys chain of grocery stores. Lunds & Byerlys ... Read more

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Ruling shows flexibility in section of Limitations Act

One of the first decisions to deal with the issue of limitations periods when it comes to an application brought under the Succession Law Reform Act  (SLRA) on behalf of a ... Read more

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Podcast tackles risks of will exclusions

Testators who plan to leave a child or spouse out of their will should discuss their intentions with the rest of their family, says Toronto estate and civil litigator  ... Read more

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Age and testamentary capacity

By Suzana Popovic-Montag “Testamentary capacity” is a term with a particular legal meaning: whether an individual has the necessary cognitive abilities to be ... Read more

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