Estates / Wills / Trusts
Institute for Divorce Financial Analysts™ (IDFA)
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Contractual obligations and estates

By Ian Hull An estate trustee may be bound to a contract previously entered into by the deceased. This duty is distinct from the duty of an estate trustee to discharge all ... Read more

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Banked genetic material should be included in estate plan

In the context of estate planning, it is appropriate for drafting solicitors to inquire whether a testator or potential beneficiaries have banked genetic material and, if so, how ... Read more

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Why drag the rest of the province into Toronto’s housing headache?

Ottawa real estate lawyer  Tanya Carlton wonders why efforts to cool Toronto’s hot housing market have to cast such a long shadow over the rest of ... Read more

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Governance strategy crucial to family business succession

Successfully transferring a company to the next generation requires planning and open communication between the owner, heirs and key advisors — including a disciplined ... Read more

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Lund business involved in dispute

By Charles Ticker A  recent story  summarizes the sibling dispute among the owners of the Lunds & Byerlys chain of grocery stores. Lunds & Byerlys ... Read more

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Ruling shows flexibility in section of Limitations Act

One of the first decisions to deal with the issue of limitations periods when it comes to an application brought under the Succession Law Reform Act  (SLRA) on behalf of a ... Read more

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Podcast tackles risks of will exclusions

Testators who plan to leave a child or spouse out of their will should discuss their intentions with the rest of their family, says Toronto estate and civil litigator  ... Read more

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Age and testamentary capacity

By Suzana Popovic-Montag “Testamentary capacity” is a term with a particular legal meaning: whether an individual has the necessary cognitive abilities to be ... Read more

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The lawyer’s estate planning retainer with a married couple

By Ian Hull As an estate planner and a lawyer, it is important to remember that when creating an estate plan, familial relations may turn negative. It becomes crucial for ... Read more

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Trusts and estates law a family affair for Mills

Toronto trusts and estates lawyer David Mills ’ forebears set high standards at Mills & Mills LLP , the oldest law firm in Canada with a continuous family presence. ... Read more

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Keeping your family informed

By Dennis Nerland Your children are your greatest legacy. If they are trusted to be the custodians of your business and wealth, at the very least they should be informed ... Read more

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Trustees, lawyers must distinguish their roles in estate administration

Confusion about the overlapping roles of lawyers and trustees could lead to problems in estate administration, Toronto estates and trusts lawyer Suzana Popovic-Montag  told ... Read more

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Hull, Popovic-Montag to discuss succession planning for litigators

On May 25, Toronto estates and trusts litigator  Ian Hull  will chair an event on ‘Succession Planning for Litigators,’ presented by the Law Society of Upper ... Read more

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Muhammad Ali estate dispute brewing

By Charles Ticker After Muhammad Ali passed away on June 3, 2016, several news sources reported that his estate may become the subject of a dispute. Although few details have ... Read more

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Hull e-State Planner automates estate planning

Estate planning can be a complex undertaking, but a new tool developed by Toronto estate lawyer  Ian Hull  aims to make the process easier for lawyers and their ... Read more

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Choose wisely when appointing a power of attorney

With financial abuse of elders on the rise, Toronto trust and estate litigator Felice Kirsh  tells AdvocateDaily.com it’s important to choose wisely when appointing ... Read more

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Ensure beneficiary designations are properly done

When planning your estate, give serious consideration to beneficiary designations, says Toronto trust and estate lawyer  Jessica Feldman . “Properly naming ... Read more

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Faded Genes rock it for the kids

Toronto-area estates litigator and mediator Charles Ticker  hits the stage with the Faded Genes  May 11 for a fundraiser for children with special needs. ... Read more

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Ontario court rules man born out of wedlock can't inherit from grandmother

A man who was born out of wedlock has been denied a share of his grandmother's estate after an Ontario court found the law at the time the woman's will was made excluded children ... Read more

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Wealth management insights

By Dennis Nerland Wealth is not finite. That implies it can be created. There are three generally accepted, primary methods by which to create wealth. These are: 1) ... Read more

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