Estates / Wills / Trusts
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Voluntary disclosure and estate trustees

By Suzana Popovic-Montag With a list that includes a dozen current and former world leaders, over a hundred politicians and public officials, as well as many celebrities and ... Read more

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Hull, Popovic-Montag to co-chair Halton estates seminar

On May 6, Toronto estates and trusts lawyers  Ian Hull  and  Suzana Popovic-Montag  will co-chair the Halton County Law Association Estates & Family Law ... Read more

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Ontario to support Alzheimer Society ‘Finding Your Way’ program

By Ian Hull On March 10, 2016, the Seniors’ Secretariat posted a  news release  advising that Ontario will be investing $761,500 in the Alzheimer Society of ... Read more

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Robin Williams widow reveals the difficulties she experienced

By Charles Ticker I have covered the Robin Williams estate dispute in several different blog posts. As the dispute started, it appeared that it was going to become a ... Read more

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Polygamous marriages and the SLRA

By Suzana Popovic-Montag In Canada, polygamy is an indictable offence under the  Criminal Code of Canada . Under s. 293(1): “every one who (a) ... Read more

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Popovic-Montag to share expertise at Cambridge Forums event

Toronto estates and trusts lawyer  Suzana Popovic-Montag  will lead a discussion on issues such as policy attacks on wills at the Estate Planning & Litigation Forum ... Read more

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Carlton named president of Lupus Canada

Ottawa lawyer Tanya L. Carlton has been elected president of Lupus Canada , a charitable organization that has personal meaning for her. For the past year, ... Read more

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LSUC event to explore new rules of practice for estates

On May 3, Toronto estates and trusts lawyer  Suzana Popovic-Montag will discuss the new rules of practice for estates at the Six-Minute Estates Lawyer event, hosted by the ... Read more

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Redstone estate may become subject of will challenge

By Charles Ticker Sumner Redstone (born May 27, 1923) is an American billionaire and media magnate. Some of the assets owned and/or controlled by him or his family include ... Read more

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Executors: Prepare for CRA’s due diligence on deceased’s real estate

By Avi Dahary Occasionally, an estate executor may be in a situation where a deceased’s estate includes a real estate property that consists of attached principal ... Read more

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OCA decision favours principle of testamentary freedom

The Court of Appeal’s ruling in Spence Estate (Re), 2016 ONCA 196 reinstating a testator's will is a good decision in favour of testamentary freedom, Toronto wills and ... Read more

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Consider red flags, develop strategies to deal with undue influence

By taking certain precautionary measures at the will drafting stage, many undue influence challenges can be simplified or avoided altogether, Toronto trusts and estates lawyer ... Read more

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Laredo: Court of Appeal's decision in Spence is just

A Court of Appeal decision to reinstate a man's allegedly racist will restores certainty to the field of estate planning, Toronto wills and estates lawyer Lisa Laredo tells ... Read more

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Popovic-Montag to speak at OBA estates, family law event

Toronto estates and trusts lawyer  Suzana Popovic-Montag will share her thoughts on the role of arbitration in estates matters at an upcoming program presented by the ... Read more

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Hull to speak at LSUC primer on mediation for litigators

Toronto trusts and estates litigator  Ian Hull  will speak at an upcoming Law Society of Upper Canada (LSUC) program, aimed at providing litigators with a primer on ... Read more

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Probate fee reduction strategy must consider whole estate plan

While a number of strategies have sought to reduce estate administration tax since it was tripled in 1992, ultimately, the legal consequences and the overall estate ... Read more

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Expert 'hot-tubbing' and its use in will challenges

By Ian Hull When a will is challenged on the basis of testamentary capacity, one of the first considerations is whether the testator underwent a capacity assessment during ... Read more

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Withdrawal from parental control and dependant’s relief

By Suzana Popovic-Montag In Ontario, minors who are 16 years or older may choose to withdraw from parental control under s. 65 of the  Children’s Law Reform Act . ... Read more

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Morgan Freeman involved in step-granddaughter estate dispute

By Charles Ticker The highly successful and popular actor Morgan Freeman is involved in an estate dispute to ensure the assets of his murdered step-granddaughter’s ... Read more

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Solving the challenge of intertwining languages and law

Brampton lawyer-linguist  Suzanne Deliscar knew as early as high school that she wanted to combine her love of languages with a possible legal career — the challenge ... Read more

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