Estates / Wills / Trusts
Institute for Divorce Financial Analysts™ (IDFA)
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Costs rulings show how public policy plays out in estate litigation

Although in estate litigation, the unsuccessful party is often responsible for the successful side's costs, there is an exception when public policy considerations are engaged ... Read more

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Feds unveil plans to stop 'unfair' business tax advantages

OTTAWA — The federal government is proposing measures to tighten what it calls “unfair'' loopholes for private corporations that enable many wealthy Canadians, ... Read more

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Elder abuse under the guise of a POA is all too common

By Lisa Laredo While awareness of elder abuse is on the rise, sadly, its prevalence is not falling. Spotting this kind of abuse is not all that easy though, because neglect ... Read more

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Facts required to support claim of undue influence

While the doctrine of undue influence is an important tool for challenging suspect wills or transactions, a recent Ontario Court of Appeal case shows that it is also necessary to ... Read more

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Where is a trust resident?

By Suzana Popovic-Montag In this recent decision , the Ontario Superior Court considered the residence of two trusts, for the purpose of taxation. The court held that ... Read more

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Financial abuse of the elderly

By Ian Hull The Retirement Homes Regulatory Authority was established in 2010 by the Ontario government under the  Retirement Homes Act, 2010 , S.O. 2010 Chapter 11 ... Read more

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Prince siblings named estate heirs

By Charles Ticker Prince’s six siblings will share in $200 million estate Prince passed away on April 21, 2016, due to an overdose from the powerful drug Fentanyl. ... Read more

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Breaking bad: protecting elders from financial abuse

Toronto wills and estates lawyer Patrick J. Aulis has witnessed first-hand the devastation of financial elder abuse but says seniors can take steps to protect themselves from ... Read more

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Bales offers concierge service to estate, family clients

Last time she checked, Toronto estate and family lawyer Karon Bales was the only Ontario lawyer certified by the Law Society of Upper Canada as a specialist in both family law ... Read more

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Corporation can be effective wealth preservation tool

For some individuals, a corporation can play a key role in personal wealth management — but it is crucial to undertake a cost-benefit analysis before pursuing this ... Read more

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What is a disclaimer?

By Ian Hull Receiving an inheritance under a will is a gift, and there is no obligation, as a beneficiary, to accept it. It is possible for a beneficiary to waive their ... Read more

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Family fight over remains a good lesson in estate planning

A case being played out this week in a New Brunswick courtroom is a good example of what can go wrong if one’s wishes aren’t made clear, says B.C. wills and estates ... Read more

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Peace of mind guaranteed

By Suzana Popovic-Montag An estate trustee has the legal authority to arrange the place and manner of the burial or cremation of the deceased. The estate trustee also has a ... Read more

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Court's embrace of technology welcomed

Toronto trusts and estates lawyer  David Mills says he’s encouraged by the Ontario Superior Court’s recent embrace of videoconferencing for minor appearances. ... Read more

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Gen Z brings strong multitasking, tech skills to law firms

Members of ‘Generation Z’ have been born with technology attached to their fingers and are adept at multitasking — and this group will soon be represented in the ... Read more

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Predatory marriages 'increasingly common problem' in Ontario

With the elderly population living longer and more independently than in the past, predatory marriages are becoming a growing phenomenon in Ontario, Toronto estates and trusts ... Read more

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New 'Atin Model' app digitizes taking will instructions: Hull

An in-house model designed to take will instructions is the basis for a new application available to lawyers by Toronto estate lawyer Ian Hull . “I wanted to create an ... Read more

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Appeal court's life insurance decision strengthens support security

Family lawyers can breathe easy after an appeal court decision limited when life insurance proceeds can be counted towards the value of an estate, says Toronto estates litigator ... Read more

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'Why do I get $863 and he gets $1,128?': ODSP

Adult children with disabilities living at home often don’t get the maximum disability allowance possible despite repeated requests for more than the basic $863 ... Read more

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Executor's role is no small job: Laredo

The role of an executor is to quarterback the assets of the deceased and it’s no small job, says Toronto lawyer, Lisa Laredo . But there is a prescribed process to ... Read more

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