Estates / Wills / Trusts
The Canadian Bar Insurance Association
profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

profile
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

Lawyer Directory
BICO: NEW AD TO ROTAE MONTHLY WITH BPFGToronto Lawyers AssociationMKD InternationalFeldstein Family LawLegal Print & Copy Inc.SJO Legal Jennifer Shuber