Estates / Wills / Trusts
Redress Risk Management (post until May 31/19)
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Outsource estates financials, advises accountant

Unbiased estate and trust accounting for large estates, or those being disputed, should be handled by independent accountants rather than within law firms that don’t ... Read more

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Conduct due diligence before agreeing to act as an ETDL

If approached to be an estate trustee during litigation (ETDL), it is important to agree to do so only with an understanding of what the role will entail and the inherent risk of ... Read more

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Small will-drafting errors can have big repercussions

Toronto wills and estates lawyer Daniel Bernstein says small words can have big consequences if they are omitted or included in error in a person’s estate plan. He ... Read more

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The perils of bequeathing the family cottage

Leaving the family cottage for the next generation to enjoy often sounds like a wonderful idea to parents who want their children and grandchildren to continue making memories, ... Read more

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Mediating estate disputes part 2: the process

In the second instalment of a three-part series, Toronto-area estates litigator and mediator Charles B. Ticker discusses how the mediation process works. Due to the ... Read more

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Tips for estate planning across borders

People should update their wills and powers of attorney if they move to another province or country, says Toronto wills and estates lawyer  Elinor Shinehoft . The ... Read more

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Five bad things that could happen if you die without a will

By Lisa Laredo Do you know what happens if you die without a will? Here’s the story of one family who learned the hard way. In this family, the grandmother (who had a ... Read more

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Experts don’t always pass muster in court

An estates matter involving a testator’s difficult relationship with alcohol illustrates that retroactively determining capacity is a big challenge, Toronto trusts and ... Read more

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Providing for children after a second marriage

In the second instalment of a two-part series, Winnipeg wills and estate lawyer Cynthia Hiebert-Simkin discusses how to provide for children when there’s a ... Read more

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Travel much? Currency exchange is getting easier

By Ian Hull We’ve seen it first hand in many estates situations: families with property and assets in different countries. In the estate administration process, this ... Read more

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Charles Manson estate dispute offers broader lessons

The dispute over the estate of Charles Manson offers lessons for testators with less controversial backgrounds, Toronto litigator  Matthew Urback  tells  ... Read more

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Preparing your client for an estate mediation

When preparing for an estate mediation, there are a number of issues both counsel and clients should be mindful of, says Toronto estates and trusts lawyer Suzana Popovic-Montag . ... Read more

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Mediating estate disputes part 1: preparation

In the first instalment of a three-part series, Toronto-area estates litigator and mediator Charles B. Ticker discusses how to prepare for mediation. Due to the ... Read more

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Can you win the lottery and remain anonymous?

By Ian Hull When it comes to money matters, privacy is a big issue. We see it all the time in the estates area – a great deal of time and planning can go into ensuring ... Read more

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Do you need a life insurance trust?

By Lisa Laredo Answering the question of whether you need a life insurance trust first requires an explanation of what it is. A life insurance trust is a trust established by ... Read more

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Guardianship enables parents to legally remain in caretaking role

In the final instalment of a two-part series, Ottawa disabilities and estate planning lawyer Ken Pope explains the process of applying for legal guardianship. ... Read more

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Estate plans should account for cognitive and physical decline

Effective estate planning is about much more than what happens after you’re gone, Toronto trusts and estates lawyer  David Mills  tells  AdvocateDaily.com . ... Read more

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Dust (or ashes) in the wind

By Suzana Popovic-Montag Here’s a scenario that’s becoming more common. A family member dies. The deceased had expressed a preference for cremation, and you, as ... Read more

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Cryptocurrency assets may call for an update to estate plan

In the final instalment of a two-part series, Cornwall wills and estates lawyer Michele Allinotte explores the nuances of dealing with cryptocurrency assets in your estate plan. ... Read more

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How a walk in the park can improve your mental health

By Ian Hull Anxiety, depression and other mental health issues can occur for any number of reasons, but they often emerge when a loved one has died. While grief is a natural ... Read more

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