Estates / Wills / Trusts
Redress Risk Management (post until May 31/19)
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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Outdated estate law needs to evolve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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Inspecting property held by an estate

By Ian Hull One of the primary duties of an estate trustee is to ascertain the assets of the estate. Sometimes, at the time of death, property of another person may be left ... Read more

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Removing an estate trustee for conflict of interest

By Suzana Popovic-Montag Estate trustees play a critical role in administering an estate. Their role can give them great decision- making power. Yet this power can be abused. ... Read more

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Will challenge failure results in sum going to group founder

By Charles Ticker I recently came across an interesting story that illustrates some of the problems that may occur if a will challenge fails. This story is also a reminder ... Read more

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Detailed notes important in case of will challenge

Toronto estate litigator Sean Lawler says lawyers drafting wills should take careful notes in the event there is a challenge later on. Lawler, a partner with ... Read more

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Felice Kirsh endorsed in 2016 Legal Lexpert Directory

Toronto trust and estate litigator Felice Kirsh is named in the 2016 Canadian Legal Lexpert Directory as one of the most consistently recommended practitioners for her ... Read more

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An update on statutory wills

By Suzana Popovic-Montag Testamentary capacity is a prerequisite to the creation of a valid will. For those who do not possess testamentary capacity, either due to a change ... Read more

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BridgePoint Financial Services (post to 5.31.19)Toronto Lawyers Association (post to 6.30.19)MKD International (post until Sept. 30/18)Feldstein Family Law (post until May 31/19)Greystones Health Stancer Gossin Rose Lawrence Forstner