Estates / Wills / Trusts
Institute for Divorce Financial Analysts™ (IDFA)
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Mediation a great option in estates disputes

The number of interested parties in estates matters makes mediation a great option for settling disputes, says Toronto estates litigator Alexander Turner . Under the Rules of ... Read more

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Lawyers play key role in helping common law spouses with wills

When it comes to drafting a will and estate plan, common law couples can bring unique challenges to the table, Ottawa family law and estate lawyer Timothy N. Sullivan writes in ... Read more

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Everything you need to know about naming a POA

By Lisa Laredo Two of the three most important documents every person should have are a Power of Attorney (POA) for Personal Care and a POA for Property (the third is a ... Read more

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Careful planning critical for bequests to dependent child

Financial planning for a child deemed incompetent is needed to ensure a smooth transition and inheritance through succession law, says Ottawa disabilities and estate planning ... Read more

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Trusts and family property – when can you trust a trust?

By Ian Hull The laws relating to trusts are complex enough before issues relating to family law are introduced. Even at the best of times, individuals establishing trusts ... Read more

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When family, estate law converge

How a life insurance policy impacts an estate depends on a variety of factors, including family circumstances, Toronto estate and family lawyer Karon Bales tells ... Read more

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Holograph will at centre of $30 million estate dispute

By Charles Ticker Holograph will handwritten by Dallas Cade deals with $30 million estate A  recent story  serves as an interesting example of an estate ... Read more

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Choice of trustee vital to trust's financial, relational goals

A trust can provide individuals with asset protection, tax advantages and confidentiality — but choosing the right trustee is essential to achieving these objectives, ... Read more

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Joint property cannot be clawed back to satisfy deceased's debt

As jointly held real property is not actually ‘transferred’ to the surviving owner, it cannot be recovered to satisfy the debts of the deceased if the estate is ... Read more

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Proposed tax changes a ‘renewed attack’ on job creators

By Dennis Nerland The Department of Finance released new proposed tax legislation and policy on July 17, 2017. The new policies target income splitting in private ... Read more

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Ten things that happen if you die without a will in Ontario

By Timothy N. Sullivan If ‘making a will’ has been one of those things on your long-term to-do list but doesn’t seem to ever become a top priority, ... Read more

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Fill-in-the-blanks approach not suited to estate planning

Information is key to sensible and tax-efficient estate planning, Toronto wills and estates lawyer  Mary Wahbi tells AdvocateDaily.com . “Sometimes clients are ... Read more

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Intergenerational wealth transfer: keys for success

Inheritances can be a windfall, but how the next generation manages that estate is a critical part of the process, say Toronto estate lawyer  Ian Hull and INTEGRIS ... Read more

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Time to scrap Ontario's rule against perpetuities on trusts

The time has come for Ontario to scrap its rule against perpetuities on trusts, Toronto trusts and estates lawyer  David Mills tells  AdvocateDaily.com . A report ... Read more

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Embracing diversity the cornerstone of Romero’s practice

Toronto mediator Victoria Romero first began settling disputes in high school as part of a peer conflict-resolution program. She’s never looked back. ... Read more

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Family trust property not always sheltered from spouse in a divorce

Unless careful thought has gone into setting up a family trust, spouses who hold an interest in property through such a trust can not necessarily stop a partner from getting their ... Read more

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Embrace of videoconferencing good for the justice system

The Ontario Superior Court’s recent embrace of videoconferencing for uncontentious appearances is a welcome development, Toronto estates and trusts lawyer  Suzana ... Read more

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Communication with beneficiaries vital when preparing a will

Having an open discussion with family members, beneficiaries and intended executors is an important part of preparing an estate plan in order to minimize conflict, reduce expenses ... Read more

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Prince estate deal with Universal nullified

By Charles Ticker Prince estate deal with Universal Music Group rescinded Carver County District Judge Kevin Eide has rescinded a $31 million dollar deal between ... Read more

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Navigating the maze of estate planning options for special needs child

When planning for the future of a financially dependent child, choosing the option that will provide them with the most money is not always easy or straightforward, Ottawa special ... Read more

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