Estates & Wills & Trusts

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 personal liability, Toronto estates and trusts lawyer Suzana Popovic-Montag tells AdvocateDaily.com . Read more

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. Read more

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, but that’s not an approach Toronto wills and estates lawyer Mary Wahbi recommends lightly. Read more

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. Read more

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. Read more

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 will) died. While the estate was being settled, her adult daughter died, leaving behind three children in their early 20s. Read more

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 second marriage. Read more

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 can present a host of problems if proper planning hasn’t been done. Read more

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 AdvocateDaily.com. Read more

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

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. Read more

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 that estate details remain confidential. Read more

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 the settlor to deal with the life insurance proceeds that are payable upon his or her death. Read more

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

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 the estate trustee, honour those wishes. The funeral home hands you a rather heavy velvet bag full of ashes and then, well, and then what? Read more