Estates / Wills / Trusts
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Do-it-yourself wills are a recipe for litigation

Do-it-yourself will kits can be a recipe for litigation, warns Toronto-area estates litigator and mediator Charles Ticker . “I do love those will kits you can buy for ... Read more

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Regular client contact key to keeping wills updated

Having an up-to-date will can help individuals and their families avoid a host of problems down the road, but lawyers need to encourage clients to revise their estate plans ... Read more

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Inter vivos shelter trust best for adult child with special needs

Many individuals who opt to buy a home for an adult child with special needs may choose to put the property in his or her name, but the use of an inter vivos shelter trust is ... Read more

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Regulate personal support workers: Popovic-Montag

A spate of recent abuse allegations shows the need for regulation of personal support workers (PSWs), says Toronto estates and trusts lawyer  Suzana Popovic-Montag . The ... Read more

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Duelling siblings, a heartbroken mother and undue influence

By Matthias Duensing Money, power and suspicion. In a recent case , the Ontario Court of Appeal has hopefully put an end to a sibling rivalry that, in the words of the ... Read more

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Estate Mediation part 2: what to expect

In Part 2 of our series on estate mediation, Toronto trust and estate litigator Felice Kirsh discusses what’s involved once the process gets underway. Realistic ... Read more

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Mirror wills vs. mutual wills – different documents, purposes

By Ian Hull Don’t let the similar sounding names fool you – while there are some similarities between “mirror wills” and “mutual wills,” ... Read more

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Ontarians with disabilities to benefit from exemption limit change

A number of recent changes that increase the exemption limits for those who receive funding from the Ontario Disability Support Program (ODSP) will mean more money for Ontarians ... Read more

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Communication key to avoiding estate disputes among adult children

When parents haven’t had a serious conversation with their adult children about how their estate is to be divided when they die, this can add confusion to the grieving ... Read more

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Avoiding estate planning is a recipe for problems: Hiebert-Simkin

Every love story ends unhappily, says Winnipeg wills and estate lawyer Cynthia Hiebert-Simkin , and much of her work is helping to ensure that in those cases where the story ends ... Read more

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Estate Mediation part 1: The benefits

In Part 1 of our series on estate mediation, Toronto trust and estate litigator Felice Kirsh explores the benefits of mediation in estates disputes. Estates disputes are ... Read more

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Clearly articulated wills reduce risk of court challenges

A will may never be totally lawsuit-proof, but Toronto litigator  Matthew Urback says there are steps people can take to minimize the chances it will be contested in court. ... Read more

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Time to abolish Ontario's perpetuities law: Hull

Moves by other provinces to abolish or replace perpetuities laws signals that it’s time for Ontario to reform its estate legislation, Toronto estate lawyer  ... Read more

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Push hard – get clients talking to family about their estate

By Suzana Popovic-Montag You’re planning a client’s estate. You’ve identified the assets and tax issues and planned accordingly. Most importantly, your ... Read more

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Duty of disclosure – the unique rules for estates and trusts

By Ian Hull We all know that lawyers have a duty to hold client information confidential – it’s one of the foundations of our legal system. But estates are a ... Read more

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Dividend tax insights

By Dennis Nerland Dividends themselves can be either eligible or non-eligible. An eligible dividend is subject to a 38 per cent gross-up. The dividend is generated by the ... Read more

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Lawyers play key role in helping common law spouses with wills

When it comes to drafting a will and estate plan, common law couples can bring unique challenges to the table, Ottawa family law and estate lawyer Timothy N. Sullivan writes in ... Read more

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Everything you need to know about naming a POA

By Lisa Laredo Two of the three most important documents every person should have are a Power of Attorney (POA) for Personal Care and a POA for Property (the third is a ... Read more

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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

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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

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