Estates / Wills / Trusts
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Not naming an executor can add cost, complications

Death might be a certainty, but preparing for it sure isn’t, Toronto wills and estates lawyer Matthias Duensing tells The Lawyer’s Daily . “While everyone ... Read more

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Blended family feud over large estate

By Charles Ticker A recent  story  about a matter before the London High Court illustrates some of the estate planning difficulties a blended family may ... Read more

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Ask a lawyer: what happens when two executors can’t agree?

By Timothy N. Sullivan What are the rights and responsibilities of executors? “My cousin wants a car from the estate of our recently-deceased, not-wealthy uncle. ... Read more

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Attorneys for property and the right to claim compensation

By Suzana Popovic-Montag The Ontario Court of Appeal recently considered the issue of the applicable limitation period for claims for compensation on a passing of accounts. ... Read more

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Questions an effective decision-making tool

Instead of pushing your point of view on a colleague, a preferable approach is to ask questions that prompt   an individual to come to their own conclusion on an ... Read more

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Uncertainty in dependant relief applications

Diligent estate planners should counsel clients on the potential hazards of not properly providing for a spouse or dependents in their estate plans and wills, says Toronto estate ... Read more

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Hull, Popovic-Montag to share estate planning meeting tips at TLA event

Toronto estates and trusts lawyers  Ian Hull  and  Suzana Popovic-Montag will share their methodology for conducting streamlined estate planning meetings at an ... Read more

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Plan early for transfer of family cottage

While the family cottage is generally a place filled with happy memories, the significant sentimental and financial value that some attach to the property may lead to contentious ... Read more

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The common law slayer rule

By Ian Hull The common law slayer rule makes the law in Canada clear that committing murder will prevent a person from inheriting the estate of the victim. For clarity, the ... Read more

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Joint ownership to reduce probate fee can prove problematic

Although the estate administration tax has some lawyers and their clients focusing on probate fee reduction strategies including the transfer of assets to a joint owner, this can ... Read more

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Caring for Fido and other family pets in estate plans

Pets are a much-beloved part of many families so it’s not surprising more people are making provisions for them in their estate plans, says Toronto trust and estate lawyer ... Read more

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Hull to explore connection between estates, family law

Toronto trusts and estates litigator  Ian Hull will share his insights on the connection between estate matters and family law at a pair of events this April. On ... Read more

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Heirs fighting over estate of famous harpist

By Charles Ticker A recent  story  from London, England is a great example of a will challenge caused by a beneficiary being disinherited. The dispute involves the ... Read more

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Focus on independent practices key to retention

Although keeping lawyers on board is the preferred route, law firms have to be realistic about the fact that not much can be done to stop individuals who exhibit an ... Read more

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Risk profile key in assessing best tax, estate planning strategy

There are a number of approaches lawyers and other advisors can take when implementing estate and tax planning strategies for individuals and families — but it is ultimately ... Read more

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Rulings provide contrasting views on court's role in probate

Although a pair of recent Ontario Court of Appeal decisions address the issue of a court’s jurisdiction and role in matters of probate, the rulings send a mixed message on ... Read more

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The position of executor: from cradle to grave – Part III

By Avi Dahary Taking inventory of estate assets In part two of this series, I explored the initial steps one needs to take when they are named an executor in a ... Read more

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Make peace before the estate wars break out

A recent decision making an estate trustee pay costs resulting from a family squabble over scrapbooks highlights the need to plan for emotional upheaval when making a will, says ... Read more

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Use of image, likeness after death gifted under will

The use of 'personality' — such as a deceased celebrity’s image — is recognized as an asset that can be gifted under wills, and may be the subject of more court ... Read more

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Aim for family harmony in estate planning: Oxtoby

B.C. wills and estates lawyer Alison Oxtoby knows most people cringe at the thought of their own death, but she says having an estate plan can bring peace of mind. While ... Read more

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