Estates / Wills / Trusts
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Hull to present at 19th Annual Estates and Trusts Summit

Toronto trusts and estates litigator  Ian Hull  will share his insights with attendees on Day One of this year’s 19 th Annual Estates and Trusts Summit, ... Read more

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Hull named to Chambers Canada 2017 guide

Toronto estates and trusts lawyer  Ian Hull has been recognized in the Chambers Canada 2017 guide for his expertise in contentious estates. In the category of Private ... Read more

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Performance-based law firm culture a valuable asset

Although Shea Nerland Law used to emphasize loyalty to its long-term employees, Calgary tax and fiduciary services lawyer Dennis Nerland tells Lawyers Weekly that the ... Read more

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Hull, Popovic-Montag to discuss mediation at CBA event

Toronto estates and trusts lawyers  Ian Hull  and  Suzana Popovic-Montag will be among the expert faculty at this year’s ‘Will, Estate and Trust ... Read more

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Law places some limits on testamentary freedom

By Matthias Duensing Many people assume that a properly drafted and signed will is not at risk of being invalidated, but as the recent ruling in Poitras Estate v ... Read more

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Invalid marriage incentive for potential beneficiaries to challenge will

Couples married by an unlicensed officiant may need to go to court to validate their unions in order to minimize the risk of a challenge to their wills further down the line, says ... Read more

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Too young to plan?

By Ian Hull The death of a celebrity will sometimes cause the media to focus enquiry on estate planning. We recently blogged about the circumstances surrounding  ... Read more

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Personal injury settlements and ODSP benefits

Ottawa disabilities and estate planning lawyer Kenneth Pope says before signing off on the terms of settlement, plaintiff personal injury lawyers should ensure their ... Read more

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Siblings pursue lawyer who drafted questionable will

By Charles Ticker A  recent story  published in the Santa Fe, New Mexican online reports of an estate dispute where siblings have alleged malpractice by the ... Read more

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Transparency, communication key for power of attorney role

How someone acting as a power of attorney for an estate communicates and reports to the other interested parties goes a long way in avoiding court action, says Toronto estate ... Read more

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Webinar to explore filing a certificate of appointment of estate trustee

Brampton lawyer-linguist  Suzanne Deliscar will share her insights into filing an application for certificate of appointment of an estate trustee through ... Read more

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Ticker, The Faded Genes, to play at fundraising event

Toronto-area estate litigator  Charles Ticker ’s ’60s and ’70s rock band,  The Faded Genes , will be providing entertainment for the upcoming Parkinson ... Read more

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Appropriate match key to successful family business handover

When it comes to passing down a family business to the next generation, simply wanting to work together is not always enough to ensure a smooth transition — the ... Read more

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Barnes estate illustrates dangers of late-life will changes

By Charles Ticker A recent story in the Kitsap Sun , a Bremerton, Washington newspaper, caught my attention. The full story is found  here . The scenario is about the ... Read more

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Paying money into court – minor beneficiaries

By Suzana Popovic-Montag You are an estate trustee of an estate which leaves an interest to a beneficiary who is presently under 18 years of age. Knowing that, as the amount ... Read more

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Real estate and the matrimonial home

By Ian Hull Recently, the Toronto Real Estate Board (TREB) released a report that Toronto home prices in the month of June jumped nearly 17 per cent compared with the same ... Read more

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Selecting an appropriate estate trustee requires careful consideration

Choosing an estate trustee to carry out the wishes and instructions in your will can be a daunting task so it’s key to understand the duties and responsibilities of this ... Read more

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Event to demystify process of creating a will

Toronto lawyer  Sarita Samaroo-Tsaktsiris will share her insights into creating and planning a will at an upcoming special presentation, hosted by SickKids Foundation. On ... Read more

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Avoid costly estate litigation by pre-planning wills

Canadian Baby Boomers will transfer $750-billion to their heirs over the next 10 to 20 years, according to a recent CIBC study, and that means there will be an increase in estate ... Read more

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Effecting an insurance designation by declaration

By Ian Hull What language will be sufficient to effect a beneficiary designation by codicil? The decision in  The Bank of Nova Scotia Trust Company v. Ait-Said , 2016 ... Read more

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