Estates / Wills / Trusts
Accounting for Law
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Jimmy Carter to mediate Martin Luther King Jr. dispute

By Charles Ticker I previously wrote a  story  about the dispute developing between some of the surviving children of Martin Luther King Jr. The dispute appears to ... Read more

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November is ‘Make a Will Month’

By Ian Hull The Ontario Bar Association (“OBA”) has once again designated November as “Make a Will Month.” Approximately 56 per cent of Canadians do ... Read more

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Voluntary Disclosures Program and estate trustee liability

By Suzana Popovic-Montag Engaging the personal liability of an estate trustee is always a concern when administering an estate. In particular, estate trustees must be ... Read more

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Hull to speak at Law Commission of Ontario event

Toronto trusts and estates litigator  Ian Hull  will speak at the launch of the Law Commission of Ontario’s Simplified Procedures for Small Estates report ... Read more

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November is ‘Make-a-Will Month’

By Timothy N. Sullivan A surprising number of people do not have wills. A recent study revealed that over half of Canadians haven’t gotten around to preparing ... Read more

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Hattie Poole estate dispute

By Charles Ticker Duane Albert Poole  (deceased September 17, 2012) was a successful American businessman and the founder of International Communications, a ... Read more

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Avoid conflict over disinheritance by being upfront

The decision to disinherit a child may be reasonable depending on the circumstances, but it will likely lead to hurt relationships and confusion if an upfront conversation with ... Read more

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Hull to chair webcast on new estates tax act

Toronto trusts and estates litigator Ian Hull will chair an upcoming webcast on the new Estates Tax Act, presented by the Law Society of Upper Canada. On Nov. 17 from 4 ... Read more

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Hospital guidelines still pending after Carter v. Canada

Following the Supreme Court of Canada decision in Carter v. Canada (Attorney General)   to lift the prohibition against physician-assisted dying, lawyers ... Read more

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Ask questions, take notes when undue influence suspected

It's important for lawyers to be on alert for signs of undue influence when conducting title transfers for clients, says Toronto estates lawyer Patrick J. Aulis . ... Read more

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New EU succession regulation is an effort to simplify conflicts

A new succession regulation in the European Union is an effort to simplify conflicts between member states including disparate forced-heirship schemes, Toronto estates lawyer ... Read more

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Hull, Popovic-Montag to discuss will challenges, estate planning

Toronto estates and trusts lawyers Ian Hull and Suzana Popovic-Montag will share their expertise on estate planning issues involving elderly clients at an upcoming program ... Read more

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Robin Williams estate dispute settled

By Charles Ticker I have been following the story of the Robin Williams estate dispute and it appears to have come to an amicable end. After his death by suicide on August ... Read more

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Ticker to co-chair program on advising the elderly client

Toronto-area estates litigator  Charles Ticker  will co-chair the 2015 Guide to Advising the Elderly Client program, hosted by Osgoode Professional Development. ... Read more

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Spousal and dependant support – the FLA vs. the SLRA

By Ian Hull Both the  Family Law Act , R.S.O. 1990, c. F.3 (“ FLA ”) and the  Succession Law Reform Act , R.S.O. 1990, c. ... Read more

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Detailed notes crucial when undue influence suspected

A recent Ontario Superior Court decision, which in part turned on the notes and evidence of the lawyer taking an elderly client’s instructions to transfer title of the ... Read more

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The high cost of probate

By Suzana Popovic-Montag Many third parties such as banking institutions and the Land Registry Office require probate as proof of authority to act as estate trustee. ... Read more

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The case for preparing annual estate accounts

It’s prudent for executors and trustees to hire an expert to prepare the estate accounts and the trust tax return at the same time, says  Avi Dahary , founder of  ... Read more

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Joint tenancy, survivorship, and adverse possession

By Ian Hull A recent decision of the Ontario Superior Court of Justice,  Post Estate (Trustee of) v. Hamilton , 2015 ONSC 5252 (available on Westlaw) considered a rather ... Read more

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CBA estates event to feature mediation role play panel

Toronto estates and trusts lawyers  Ian Hull  and  Suzana Popovic-Montag will be among the presenters at the upcoming Will, Estate and Trust Fundamentals for ... Read more

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