Estates / Wills / Trusts
Michael Ford (post until Oct. 31/18)
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Appropriate match key to successful family business handover

When it comes to passing down a family business to the next generation, simply wanting to work together is not always enough to ensure a smooth transition — the ... Read more

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Barnes estate illustrates dangers of late-life will changes

By Charles Ticker A recent story in the Kitsap Sun , a Bremerton, Washington newspaper, caught my attention. The full story is found  here . The scenario is about the ... Read more

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Paying money into court – minor beneficiaries

By Suzana Popovic-Montag You are an estate trustee of an estate which leaves an interest to a beneficiary who is presently under 18 years of age. Knowing that, as the amount ... Read more

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Real estate and the matrimonial home

By Ian Hull Recently, the Toronto Real Estate Board (TREB) released a report that Toronto home prices in the month of June jumped nearly 17 per cent compared with the same ... Read more

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Selecting an appropriate estate trustee requires careful consideration

Choosing an estate trustee to carry out the wishes and instructions in your will can be a daunting task so it’s key to understand the duties and responsibilities of this ... Read more

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Event to demystify process of creating a will

Toronto lawyer  Sarita Samaroo-Tsaktsiris will share her insights into creating and planning a will at an upcoming special presentation, hosted by SickKids Foundation. On ... Read more

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Avoid costly estate litigation by pre-planning wills

Canadian Baby Boomers will transfer $750-billion to their heirs over the next 10 to 20 years, according to a recent CIBC study, and that means there will be an increase in estate ... Read more

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Effecting an insurance designation by declaration

By Ian Hull What language will be sufficient to effect a beneficiary designation by codicil? The decision in  The Bank of Nova Scotia Trust Company v. Ait-Said , 2016 ... Read more

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Trustees should act in interest of estate or risk paying the price

Toronto estate litigator Sean Lawler says the lesson learned from a recent Court of Appeal decision is that the court will be less inclined to protect an estate trustee who ... Read more

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Power of attorney disputes on the rise?

By Suzana Popovic-Montag Our population is aging but living longer. This has resulted in an increase in the prevalence of dementia and other aging-related conditions ... Read more

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Genetic testing of a deceased’s beneficiaries

By Rachel Migicovsky Prince died on April 21, 2016 at his home in Minnesota without a will and with an estate worth an estimated US$300 mi llion. The late musician didn't ... Read more

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Ticker to co-chair Advising the Elderly Client program

T oronto-area estate litigator Charles Ticker will co-chair an upcoming Osgoode Professional Development program, designed specifically for those who provide legal advice to ... Read more

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Popovic-Montag to discuss will challenges at Osgoode program

Toronto estates and trusts lawyer  Suzana Popovic-Montag will be among the faculty of expert speakers at this year’s ‘Advising the Elderly Client: The 2016 ... Read more

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Hull, Popovic-Montag to speak at Probate Essentials program

Toronto estates and trusts lawyers  Ian Hull  and  Suzana Popovic-Montag  will share their insights into some of the complications that can arise ... Read more

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Outdated estate law needs to evolve

Toronto wills and estates lawyer Patrick Aulis says clients are often surprised to learn that any previous will they have is automatically revoked upon marriage. ... Read more

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Sibling dispute results in hundreds of millions going to sisters

By Charles Ticker A recent story reported in the Cincinnati Business Courier found  here , discusses a decision by a U.S. District Court Judge awarding the female ... Read more

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Hull remembers lawyer for mentorship, benevolence

Lawyer Martin Teplitsky will be remembered not only as a mentor who shared his wisdom and understanding of human nature with others in the profession, but also as an ... Read more

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Can you bequeath Twitter followers and other digital assets?

Facebook anticipates that by  2098  there will be more profiles for deceased users than for the living, and that highlights the importance of getting digital assets in ... Read more

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Ontario Court of Appeal sticks estate litigants with the tab

A decision by the Ontario Court of Appeal declining to award legal costs to litigants in an estate dispute is a cautionary tale for squabbling families, says Toronto estate ... Read more

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Trustee duties extend to relational, financial issues

For trustees, the ability to manage a trust’s tax and investment needs is vital – but a focus on relational issues among stakeholders is also key to effectively ... Read more

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NearZeroToronto Lawyers Association (post to 6.30.19)MKD International (post until Sept. 30/18)Feldstein Family Law (post until May 31/19)Greystones Health Steve Rastin (post until Jan. 31/19)Dewshi Law Practice