Estates / Wills / Trusts
Epiq Systems, Inc.
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Ming porcelain collection dispute

By Charles Ticker A recent story from the United Kingdom found  here  illustrates what happens when siblings cannot come to an agreement on how to divide an ... Read more

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Fraudulent concealment

By Ian Hull Pursuant to s. 4 of the  Limitations Act ,  generally ,  a claim should be started by an individual within two years of the claim being ... Read more

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Elders a target for financial abuse

A recent CBC report on an elderly man whose children allegedly drained his bank account is a cautionary tale for those selecting a power of attorney (POA) for their assets, ... Read more

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The position of executor: from cradle to grave

By Avi Dahary Part I – An introduction to the position This is the first of a 10-part series in which the position of estate executor is explored from the time an ... Read more

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Growing popularity of cryonics raises legal issues

The falling price of cryonics has opened up the possibility of body preservation to more Canadians, Toronto estates and trusts lawyer Suzana Popovic-Montag  tells ... Read more

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Trustees can't always rely on the estate to pick up their legal tab

A series of recent cases should serve as a reminder to estate trustees that they could end up personally on the hook for litigation costs, says Toronto estates litigator ... Read more

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A view from the intersection of family, estate law

A recent discussion forum with senior estate and trust lawyers from across the country raised questions around the crossover of family and estate law that will play out in courts ... Read more

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Without a will, assets may go to unintended beneficiaries

By Matthias Duensing Having a lawyer draft your will is essential to ensure your assets are distributed according to your wishes. Not doing so can result in loved ones having ... Read more

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The doctrine of dependent relative revocation

By Suzana Popovic-Montag Section 15 of the  Succession Law Reform Act   ( SLRA ) sets out those events which may revoke a will: (a)  marriage  (subject ... Read more

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Redstone dispute mental examination denied

By Charles Ticker Over the last few months, I have written a few posts on the Sumner Redstone dispute. Redstone is an American billionaire and media magnate. Some of the ... Read more

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A win for testamentary freedom

By Daniel Bernstein A 2016 Court of Appeal ruling in the Spence Estate case reinstated a testator’s will and is a good decision in favour of testamentary freedom. The ... Read more

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Durante minore aetate – acting as executor for a minor

By Ian Hull When dealing with the administration of an estate, there is the possibility that a bequest will be left to a minor, resulting in the need for it to be held in ... Read more

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Zappa estate dispute continues

By Charles Ticker Frank Vincent Zappa (December 2, 1940 – December 4, 1993) was a world-famous American musician. He composed various kinds of music, including rock, ... Read more

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Customized personal care directives increasing in popularity

Choosing a power of attorney (POA) for personal care helps to ensures someone's directives about their medical and personal needs are carried out by an ... Read more

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Ticker rocks it for Ronald McDonald Charities

Toronto-area estates litigator and mediator  Charles Ticker trades case notes for musical notes as he joins band mates in the Faded Genes in a special concert to ... Read more

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Team approach key to family wealth protection, management

Given the increasingly complex nature of the investment marketplace, an all-inclusive approach, featuring an integrated team of professionals, is likely the best strategy when it ... Read more

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Upcoming changes to the Ontario Land Transfer Tax Act

By Suzana Popovic-Montag Proposed changes to the Land Transfer Tax Act The Ontario government introduced  Bill 70, Building Ontario Up for Everyone Act (Budget ... Read more

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Discriminatory wills and disinheritance

By Ian Hull How far can one’s discriminatory beliefs endure in regard to estate planning? We  previously blogged  about the Ontario case of  Spence ... Read more

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Are you eligible for the disability tax credit?

Canadians who qualify for the disability tax credit , but haven’t applied for it may be eligible to recover up to $16,000 in back credits, says Ottawa disabilities and ... Read more

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Revival of a revoked will

By Suzana Popovic-Montag Last week  we discussed the doctrine of republication, which makes an older valid will operate as if it had been executed on the (later) date ... Read more

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