Estates / Wills / Trusts
Accounting for Law
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Brothers fighting over their mother’s estate

By Charles Ticker A  recent story  from England outlines some of the difficulties siblings may encounter with respect to their parents’ estates. The story is ... Read more

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OCA decision a warning to trustees to be reasonable

Trustees must tread carefully if they want to avoid ending up personally on the hook for litigation costs, Toronto-area estates litigator and mediator  Charles B. Ticker ... Read more

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The benefits and risks of naming a second POA

Appointing more than one person to be an attorney for property has its benefits, not the least of which is convenience, but it’s not always necessary and can have a downside ... Read more

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Can I amend my own will?

By Michele Allinotte I often have clients call me and either ask me if they can change their wills themselves, or if they can change their will by crossing out and ... Read more

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OCA ruling a reminder not to delay administering an estate

An Ontario Court of Appeal decision that ordered an estate trustee to pay interest to the beneficiaries of legacies highlights the “rule of convenience” and ... Read more

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The ultimate 'selfie': video record your health care wishes

By Suzana Popovic-Montag In an ideal situation, if you suffer a health crisis, you’ll be able to communicate your health care preferences directly to your doctors or ... Read more

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Take steps to account for RESPs in estate plan

A Registered Education Savings Plan (RESP) is a popular and useful way to save for a child’s or grandchild’s post-secondary tuition — but if ... Read more

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Client complaints inevitable in emotional practice areas

Law society complaints are an occupational hazard for lawyers in emotional practice areas, Toronto trust and estate litigator  Felice Kirsh  tells  ... Read more

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Legal advice key when planning for children with special needs

With proper planning, the parents of a child with special needs can provide them with a secure future, Ottawa disabilities and estate planning lawyer  Kenneth Pope ... Read more

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Updating your will: Allinotte

By Michele Allinotte As an estate planning lawyer in Cornwall, Ont., I commonly see people who understand the importance of the initial estate planning, but then forget ... Read more

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POA beats DNR tattoo across chest: Shinehoft

Communicating one’s wishes for end-of-life care is essential to ensure they’re honoured, but there’s still no guarantee that family members and doctors will be ... Read more

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Digital assets, accounts should be included in estate planning

Technology may have changed most Canadians’ day-to-day lives, but it’s also having an impact on how they should prepare for their declining years and even death, says ... Read more

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Getting remarried? Three conversations to have before you say ‘I do’

By Michele Allinotte Wedding planning season is upon us. Many area couples are marrying late in life and might be trying their hand at love for the second or third ... Read more

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OCA enforces rule of convenience

Estate trustees should address interest on delayed legacies in settlements with will challengers after a recent decision enforcing the common law “rule of convenience," says ... Read more

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Cross-border estates planning grows as world shrinks

More Canadians than ever need cross-border estates advice as the world continues to shrink due to travel and technological developments, Toronto estates and trusts lawyer  ... Read more

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Eight steps to a successful succession plan for lawyers

Some basic planning steps can help ease a lawyer’s transition out of practice and into retirement, Toronto estates and trusts lawyer Suzana Popovic-Montag told a recent ... Read more

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Do-it-yourself wills not worth the risk

Preparing a do-it-yourself will can bring complications and should only be done in the rarest of circumstances, Cornwall wills and estates lawyer Michele Allinotte tells ... Read more

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Triggers for updating your will: changes in estate and tax law

This is the final post in a three-part series where Toronto wills and estates lawyer Mary Wahbi talks about the life events that should trigger a review of ... Read more

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Diamond, Feldman named partners at Bales Beall

Lawyers can enrich their professional lives and form valuable associations by getting involved in legal organizations and the community, say Toronto family lawyer Richard Diamond ... Read more

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Challenging a will can be expensive, time-consuming

Will disputes over lack of testamentary capacity or undue influence are becoming increasingly popular, Toronto estates and trusts lawyer Suzana Popovic-Montag tells the Globe ... Read more

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