Estates / Wills / Trusts
SDR Valuations Inc.
profile
Draft legislation introduced to amend Income Tax Act

By Ian Hull A couple of months ago, I  blogged  about a letter from the Department of Finance in which it addressed concerns regarding amendments to the Income ... Read more

profile
Attorneyship, guardianship accounts and separating between capital and revenue transactions

By Avi Dahary Periodically, I am asked to comment on attorneyship or guardianship accounts that were prepared by someone else for court-passing and in some cases the first ... Read more

profile
Henson trust – advantages and disadvantages

By Ian Hull The “Henson trust” is a type of trust often used in estate planning to deal with situations where there is a disabled beneficiary who is entitled to ... Read more

profile
Failure to plan for your digital assets can have consequences

News that Apple demanded a Victoria widow obtain a court order in order to retrieve her dead husband's password is a good reminder to consider your digital assets when preparing ... Read more

profile
'Ask the Lawyer Day' coming to Guelph

On Jan. 27, Brampton lawyer-linguist  Suzanne Deliscar  will host a free “ Ask the Lawyer Day ” event in Guelph. From 10 a.m. – 4 p.m., Deliscar ... Read more

profile
New firm Mazzeo Law provides family law, real estate expertise

Greater Toronto Area lawyer Paul Mazzeo is pleased to announce the launch of his firm Mazzeo Law , focusing his expertise on assisting clients with family law ... Read more

profile
Popovic-Montag blogs: cherry picking

By Suzana Popovic-Montag When a trustee breaches his or her fiduciary duties, there are various remedies available to the beneficiaries. For instance, if a trustee makes an ... Read more

profile
Training for community workers can reduce elder abuse

By Charles Ticker I recently found an interesting story from Australia:  From GPs to hairdressers: community workers need elder abuse training . The author comments on ... Read more

profile
Hull to share mediator strategies for reaching consensus

Toronto trusts and estates litigator  Ian Hull  is set to share his tips and strategies for reaching consensus as a mediator at the upcoming Ontario Bar Association ... Read more

profile
Neville Wran estate dispute continues

By Charles Ticker I’ve been following a dispute involving the estate of the former Premier of New South Wales, Neville Kenneth Wran (October 11, 1926 – April 20, ... Read more

profile
The use of a unitrust

By Suzana Popovic-Montag The “ even hand rule ” is often found at the core of trustee obligations. This is because one of the most fundamental duties of a trustee ... Read more

profile
Seeking legal counsel, fiduciary accountant shouldn’t be an afterthought

It’s important for those acting as a guardian or a trustee during litigation to seek both experienced legal advice and fiduciary accounting expertise at the outset before ... Read more

profile
Fiduciary duties of joint account holders

By Ian Hull In a recent judgment, the Ontario Superior Court of Justice considered whether joint account holders owe a fiduciary duty with respect to the management and ... Read more

profile
Secret trusts – how to prove one and what happens if it fails?

By Ian Hull Secret and half-secret trusts are trust arrangements made between a testator and a trustee, without disclosure of the terms of the arrangement, but where an ... Read more

profile
Virtual real estate

By Suzana Popovic-Montag Massive multiplayer online role-playing games (“MMORPGs”)  are estimated  to generate $11 billion in annual revenues by ... Read more

profile
Consider relationship dynamics when choosing an estate trustee

Toronto-area estates litigator Charles Ticker says while courts will not lightly interfere with a testator’s choice of estate trustee, a recent case illustrates that ... Read more

profile
Consider digital assets when estate planning

As digital legacies are becoming an increasingly complicated issue, those planning their estate should be sure to seek advice about online accounts and assets from a lawyer ... Read more

profile
Before meeting with an estates lawyer, compile list of assets

Toronto estate litigator Felice Kirsh says prior to meeting with a lawyer to prepare your will, it’s a good idea to take stock of your assets, debts and ... Read more

profile
Should life insurance proceeds be included in the value of an estate?

By Ian Hull When a life insurance policy’s designated beneficiary is the estate of the policy-holder, the proceeds of the insurance policy will be paid into the ... Read more

profile
After the estate trustee is no longer accountable to the OCL

Although trustees are no longer legally compelled to submit estate accounts to the Office of the Children’s Lawyer after a beneficiary reaches 18 years of ... Read more

Lawyer Directory
BPFG: NEW AD TO ROTAE MONTHLY WITH BICOToronto Lawyers AssociationMKD InternationalFeldstein Family LawInfoware Canada  Aitken Robertson Professional Corporation,Yermus & Associates