Estates / Wills / Trusts
The Canadian Bar Association
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Outdated estate law needs to evolve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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Alexander Turner finds fair solutions to estate issues

Alexander Turner thrives on helping people find fair and practical resolutions to estate legal issues. The Toronto litigator advises and represents clients seeking solutions ... Read more

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Will challenge failure results in sum going to group founder

By Charles Ticker I recently came across an interesting story that illustrates some of the problems that may occur if a will challenge fails. This story is also a reminder ... Read more

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Detailed notes important in case of will challenge

Toronto estate litigator Sean Lawler says lawyers drafting wills should take careful notes in the event there is a challenge later on. Lawler, a partner with ... Read more

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Felice Kirsh endorsed in 2016 Legal Lexpert Directory

Toronto trust and estate litigator Felice Kirsh is named in the 2016 Canadian Legal Lexpert Directory as one of the most consistently recommended practitioners for her ... Read more

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An update on statutory wills

By Suzana Popovic-Montag Testamentary capacity is a prerequisite to the creation of a valid will. For those who do not possess testamentary capacity, either due to a change ... Read more

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Wills basics: revocation, revival, republication

By Ian Hull The nature of a will is that it is revocable, meaning that testators can change their mind, cause their will to no longer be in effect, and make a new will at any ... Read more

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OCA: lower court erred in finding woman had no money of her own

Toronto wills and estates lawyer Daniel Bernstein says a recent decision by the Court of Appeal is “insightful” in its take on beneficial ownership of a house ... Read more

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