Estates / Wills / Trusts
The Canadian Bar Insurance Association
profile
Careful planning critical for bequests to dependent child

Financial planning for a child deemed incompetent is needed to ensure a smooth transition and inheritance through succession law, says Ottawa disabilities and estate planning ... Read more

profile
Trusts and family property – when can you trust a trust?

By Ian Hull The laws relating to trusts are complex enough before issues relating to family law are introduced. Even at the best of times, individuals establishing trusts ... Read more

profile
Holograph will at centre of $30 million estate dispute

By Charles Ticker Holograph will handwritten by Dallas Cade deals with $30 million estate A  recent story  serves as an interesting example of an estate ... Read more

profile
Choice of trustee vital to trust's financial, relational goals

A trust can provide individuals with asset protection, tax advantages and confidentiality — but choosing the right trustee is essential to achieving these objectives, ... Read more

profile
Joint property cannot be clawed back to satisfy deceased's debt

As jointly held real property is not actually ‘transferred’ to the surviving owner, it cannot be recovered to satisfy the debts of the deceased if the estate is ... Read more

profile
Proposed tax changes a ‘renewed attack’ on job creators

By Dennis Nerland The Department of Finance released new proposed tax legislation and policy on July 17, 2017. The new policies target income splitting in private ... Read more

profile
Ten things that happen if you die without a will in Ontario

By Timothy N. Sullivan If ‘making a will’ has been one of those things on your long-term to-do list but doesn’t seem to ever become a top priority, ... Read more

profile
Fill-in-the-blanks approach not suited to estate planning

Information is key to sensible and tax-efficient estate planning, Toronto wills and estates lawyer  Mary Wahbi tells AdvocateDaily.com . “Sometimes clients are ... Read more

profile
Intergenerational wealth transfer: keys for success

Inheritances can be a windfall, but how the next generation manages that estate is a critical part of the process, say Toronto estate lawyer  Ian Hull and INTEGRIS ... Read more

profile
Time to scrap Ontario's rule against perpetuities on trusts

The time has come for Ontario to scrap its rule against perpetuities on trusts, Toronto trusts and estates lawyer  David Mills tells  AdvocateDaily.com . A report ... Read more

profile
Embracing diversity the cornerstone of Romero’s practice

Toronto mediator Victoria Romero first began settling disputes in high school as part of a peer conflict-resolution program. She’s never looked back. ... Read more

profile
Embrace of videoconferencing good for the justice system

The Ontario Superior Court’s recent embrace of videoconferencing for uncontentious appearances is a welcome development, Toronto estates and trusts lawyer  Suzana ... Read more

profile
Communication with beneficiaries vital when preparing a will

Having an open discussion with family members, beneficiaries and intended executors is an important part of preparing an estate plan in order to minimize conflict, reduce expenses ... Read more

profile
Prince estate deal with Universal nullified

By Charles Ticker Prince estate deal with Universal Music Group rescinded Carver County District Judge Kevin Eide has rescinded a $31 million dollar deal between ... Read more

profile
Navigating the maze of estate planning options for special needs child

When planning for the future of a financially dependent child, choosing the option that will provide them with the most money is not always easy or straightforward, Ottawa special ... Read more

profile
The tricky business of deathbed estate planning

By Ian Hull It’s 8:30 am, you’ve just entered your office, and you get a call from the common-law spouse of one of your long-term clients. It’s bad news ... Read more

profile
Math studies give Toronto litigator a logical, analytical edge

When Toronto litigator Matthew Urback tells people his first university degree was in math, most are surprised and curious as to how that prepared him for a career in law. As ... Read more

profile
Feds unveil plans to stop 'unfair' business tax advantages

OTTAWA — The federal government is proposing measures to tighten what it calls “unfair'' loopholes for private corporations that enable many wealthy Canadians, ... Read more

profile
Elder abuse under the guise of a POA is all too common

By Lisa Laredo While awareness of elder abuse is on the rise, sadly, its prevalence is not falling. Spotting this kind of abuse is not all that easy though, because neglect ... Read more

profile
Facts required to support claim of undue influence

While the doctrine of undue influence is an important tool for challenging suspect wills or transactions, a recent Ontario Court of Appeal case shows that it is also necessary to ... Read more

Lawyer Directory
NearZeroHexigent Consulting (to remain until August 31/19)Janus Conferences BLOCKCHAINFeldstein Family Law (post until May 31/19)Greystones Health Fireman DayaKoster Consulting & AssociatesLee & Associates (post until Feb. 28/19)Rodney Employment Law