Estates / Wills / Trusts
Accounting for Law
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Trustees should act in interest of estate or risk paying the price

Toronto estate litigator Sean Lawler says the lesson learned from a recent Court of Appeal decision is that the court will be less inclined to protect an estate trustee who ... Read more

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Power of attorney disputes on the rise?

By Suzana Popovic-Montag Our population is aging but living longer. This has resulted in an increase in the prevalence of dementia and other aging-related conditions ... Read more

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Genetic testing of a deceased’s beneficiaries

By Rachel Migicovsky Prince died on April 21, 2016 at his home in Minnesota without a will and with an estate worth an estimated US$300 mi llion. The late musician didn't ... Read more

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Ticker to co-chair Advising the Elderly Client program

T oronto-area estate litigator Charles Ticker will co-chair an upcoming Osgoode Professional Development program, designed specifically for those who provide legal advice to ... Read more

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Popovic-Montag to discuss will challenges at Osgoode program

Toronto estates and trusts lawyer  Suzana Popovic-Montag will be among the faculty of expert speakers at this year’s ‘Advising the Elderly Client: The 2016 ... Read more

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Feldman to chair event on intersection of fertility, estates law

Toronto trust and estate lawyer Jessica Feldman is chairing an upcoming program which will explore the issues estate lawyers should consider when advising clients in cases that ... Read more

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Hull, Popovic-Montag to speak at Probate Essentials program

Toronto estates and trusts lawyers  Ian Hull  and  Suzana Popovic-Montag  will share their insights into some of the complications that can arise ... Read more

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Outdated estate law needs to evolve

Toronto wills and estates lawyer Patrick Aulis says clients are often surprised to learn that any previous will they have is automatically revoked upon marriage. ... Read more

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Sibling dispute results in hundreds of millions going to sisters

By Charles Ticker A recent story reported in the Cincinnati Business Courier found  here , discusses a decision by a U.S. District Court Judge awarding the female ... Read more

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Strongly consider written agreement when executing mutual will

Toronto estate litigator Alexander Turner says a recent Ontario Superior Court of Justice decision illustrates an interesting example of the application of the mutual wills ... Read more

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Dealing with business assets, liabilities in your estate plan

By Kristine Anderson In part one of this series, I explored what happens to your sole proprietorship when you die, provided information on the pitfalls of dying ... Read more

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The importance of estate planning for young families

Young families may think estate planning is too expensive or that it’s not a priority, but there are several considerations to take into account, says Toronto trust and ... Read more

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Last-minute wills more costly for clients

Last-minute flights can help you save big on a vacation, but last-minute wills are more likely to cost you money, according to Ottawa wills and estates lawyer Tanya Carlton. ... Read more

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Hull remembers lawyer for mentorship, benevolence

Lawyer Martin Teplitsky will be remembered not only as a mentor who shared his wisdom and understanding of human nature with others in the profession, but also as an ... Read more

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Can you bequeath Twitter followers and other digital assets?

Facebook anticipates that by  2098  there will be more profiles for deceased users than for the living, and that highlights the importance of getting digital assets in ... Read more

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Ontario Court of Appeal sticks estate litigants with the tab

A decision by the Ontario Court of Appeal declining to award legal costs to litigants in an estate dispute is a cautionary tale for squabbling families, says Toronto estate ... Read more

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Trustee duties extend to relational, financial issues

For trustees, the ability to manage a trust’s tax and investment needs is vital – but a focus on relational issues among stakeholders is also key to effectively ... Read more

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Inspecting property held by an estate

By Ian Hull One of the primary duties of an estate trustee is to ascertain the assets of the estate. Sometimes, at the time of death, property of another person may be left ... Read more

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What happens to my business when I die?

By Kristine Anderson Starting and running your own business as a sole proprietor may be more common today but that doesn't mean it’s easy — it takes ... Read more

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Removing an estate trustee for conflict of interest

By Suzana Popovic-Montag Estate trustees play a critical role in administering an estate. Their role can give them great decision- making power. Yet this power can be abused. ... Read more

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