Estates / Wills / Trusts
Accounting for Law
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Henson Trusts: an estate-planning tool for all

Although Henson Trusts were originally designed to protect the inheritance of children with special needs, they can also be an effective estate planning tool for other families, ... Read more

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Wise to choose tech-savvy trustee for digital estate plan

Digital assets are new territory for many lawyers and accountants — but failing to pay attention to these accounts when estate planning may leave them completely ... Read more

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Adding children to title: Road to hell paved with good intentions

By Kristine Anderson Parents often have good intentions when passing their house to their children upon death. However, adding people to the title of your property can be ... Read more

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Legal podcast gives clients, firm extra connection

Although it started out as part of a concerted marketing push, Hull on Estates is now Canada’s longest-running legal podcast — and its regular expert ... Read more

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Discriminatory wills worthy of judicial intervention

Although testamentary freedom is the general rule in modern succession law, as a matter of public policy, courts should not condone wills where the testator's motives are racially ... Read more

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Beneficiary nurse stands to receive almost $1 million

By Charles Ticker A  recent story  from Australia published online on The Age illustrates some of the difficulties seniors and their caregivers may face as a result ... Read more

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Life-tenants, remaindermen and home expenses

By Suzana Popovic-Montag A life-interest allows a testator to gift the ultimate benefit of real property, while providing in the interim for a loved one during their ... Read more

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Successful parties can't always count on recouping fees

A judge's decision to spare two disinherited family members a costs award following a failed attempt to challenge their stepfather's will is a useful reminder to lawyers and ... Read more

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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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