Estates / Wills / Trusts
Accounting for Law
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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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Kirsh to participate in panel discussion on validity of gifts

Toronto estate litigator Felice Kirsh will participate in a panel discussion on the validity of gifts at the upcoming B’nai Brith Estates and Trusts CLE Seminar for ... Read more

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Does solicitor/client privilege extend to trustee, beneficiary?

By Ian Hull Last week  we considered the application of solicitor/client privilege to a deceased testator and their testamentary intentions. A further consideration in ... Read more

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Hull to chair panel discussion on validity of gifts

Toronto estates and trusts litigator Ian Hull will chair a panel discussion on the validity of gifts at the upcoming B’nai Brith Estates and Trusts CLE Seminar for Lawyers ... Read more

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Use caution when granting power of attorney for property

Powers of attorney are often granted in anticipation of an individual becoming incapable of managing property, but   as Toronto wills and estates lawyer  Lisa ... Read more

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Hull, Popovic-Montag to speak at ‘Six-Minute Estates Lawyer 2017’

Toronto estates and trusts litigator  Ian Hull  is set to co-chair the upcoming "Six-Minute Estates Lawyer 2017" program, presented by the Law Society of Upper Canada. ... Read more

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Family communication key to avoiding estate litigation

In some families, the death of a loved one can spark a dispute that results in expensive and protracted litigation — but it is possible to minimize conflict by taking ... Read more

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Administration of Prince estate becomes more complicated

By Charles Ticker When Prince passed away on April 21, 2016, he left behind an estate believed to be worth several hundreds of millions of dollars. He died without a will and ... Read more

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Including children conceived posthumously in SLRA raises questions

Recent legislative changes that include children conceived posthumously in the definition of ‘child,’ — allowing them to claim financial support from the ... Read more

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Hull, Popovic-Montag to co-chair HCLA Estates & Family Law Seminar

On May 5, Toronto estates and trusts lawyers Ian Hull and Suzana Popovic-Montag of  Hull & Hull LLP will co-chair the Halton County Law Association (HCLA) Estates ... Read more

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Vital to consider human side of trustee-beneficiary relationship

While it's   important to pay close attention to the financial and legal responsibilities associated with a trust, trustees should also be aware there's   an ... Read more

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Can delivery of a gift precede intention?

By Suzana Popovic-Montag In the recent decision of  McKendry v. McKendry ,  the British Columbia Court of Appeal considered the elements of a valid  inter ... Read more

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What happens when a trustee's claim seems excessive?

By Matthias Duensing There is no question that estate trustees are entitled to compensation for their work. But the amount they claim can be contentious. When a ... Read more

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Top 10 estate planning mistakes: Oxtoby

Don’t let indecision stall your estate planning goals, says B.C. wills and estates lawyer  Alison Oxtoby .  “There are often no right answers and no ... Read more

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Samaroo-Tsaktsiris to share insights on estate and retirement planning

Toronto lawyer Sarita Samaroo-Tsaktsiris will share her insights on estate and retirement planning at an upcoming “Planning for your financial future” session, ... Read more

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How does solicitor/client privilege apply on testator’s death?

By Ian Hull What happens to communications between a solicitor and a testator once the testator passes away? Can privilege be waived in order to determine the intentions of a ... Read more

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The pitfalls of pre-death transfers to estate beneficiaries

By Alexander Turner   In estate administrations, it is not uncommon for beneficiaries to receive   substantial amounts of money, or property, from the deceased ... Read more

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Second homes bring capital gains tax headache

The rise in second homeownership and in property values generally means more testators and heirs need to consider the effect of capital gains tax, Toronto estates ... Read more

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Lifetime benefit trusts protect RRSPs for children with special needs

Financial planning for the future needs of a child with special needs is a challenging responsibility, but starting early can give parents peace of mind, says Ottawa ... Read more

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