Estates & Wills & Trusts

Getting remarried? Three conversations to have before you say ‘I do’

By Michele Allinotte . Wedding planning season is upon us. Many area couples are marrying late in life and might be trying their hand at love for the second or third time. But, as many newly remarried couples will soon find out, starting a new life together can get downright complicated, especially when there are premarital assets and children from previous marriages thrown into the mix. Read more

OCA enforces rule of convenience

Estate trustees should address interest on delayed legacies in settlements with will challengers after a recent decision enforcing the common law “rule of convenience," says Toronto-area estates litigator and mediator Charles B. Ticker. Read more

Cross-border estates planning grows as world shrinks

More Canadians than ever need cross-border estates advice as the world continues to shrink due to travel and technological developments, Toronto estates and trusts lawyer Ian Hull tells AdvocateDaily.com. Read more

Eight steps to a successful succession plan for lawyers

Some basic planning steps can help ease a lawyer’s transition out of practice and into retirement, Toronto estates and trusts lawyer Suzana Popovic-Montag told a recent gathering of lawyers at the Law Society of Ontario (LSO). Read more

Do-it-yourself wills not worth the risk

Preparing a do-it-yourself will can bring complications and should only be done in the rarest of circumstances, Cornwall wills and estates lawyer Michele Allinotte tells AdvocateDaily.com. Read more

Triggers for updating your will: changes in estate and tax law

This is the final post in a three-part series where Toronto wills and estates lawyer Mary Wahbi talks about the life events that should trigger a review of your will. In this instalment, she explores changes in estate and tax law. Read more

Challenging a will can be expensive, time-consuming

Will disputes over lack of testamentary capacity or undue influence are becoming increasingly popular, Toronto estates and trusts lawyer Suzana Popovic-Montag tells the Globe and Mail . Read more

How to prepare for your meeting with an estates lawyer

Testators can help smooth the process of drawing up a will by getting their documents in order ahead of their first meeting with counsel, Toronto wills and estates lawyer Lisa Laredo tells AdvocateDaily.com. Read more

It’s hard to read the label when you’re inside the bottle

By Ian Hull . One quality often overlooked in this frantic information era of texts, tweets, and instagrams is clarity. Our communications and responses are faster than ever, and you’ve likely seen first-hand how clarity can suffer. In a perfect world, we’d have a friend by our side objectively reviewing each communication and setting us straight when our message wasn’t clear. Read more

Consider a second will if you own foreign property

By Suzana Popovic-Montag . If you own property in the U.S. or another foreign jurisdiction, having a valid and up-to-date will that complies with the laws in your province may not be enough to protect your estate. The reason? Your Canadian will may not be recognized if it doesn’t comply with the laws of the foreign jurisdiction. Read more

Tax talk: caregiver credits

Families of people with special needs have an underused tool at their disposal that can help save them money every year, Ottawa disabilities and estate planning lawyer Kenneth Pope tells AdvocateDaily.com. Read more

Lawyers should take note of cheap, online legal tools: Urback

Lawyers should pay attention to online platforms that offer legal documents at a fraction of the price, Toronto litigator Matthew Urback tells The Lawyer’s Daily . Read more

Ticker to present at upcoming OBA program

Toronto-area estates litigator and mediator Charles B. Ticker will lead a session on how to handle expert evidence during an upcoming Ontario Bar Association professional development course. Read more

Preparing for mediation of estate disputes

Mediation has come to play such a significant role in estates disputes that lawyers need to undertake extensive preparation in order to represent their clients’ best interests, Toronto estates and trusts lawyer Ian Hull tells AdvocateDaily.com. Read more

Ticker: DIY legal services an estate litigator's best friend

An online platform for people to create legal documents without the assistance of a lawyer is essentially the modernized version of will kits, Toronto-area estates litigator and mediator Charles B. Ticker tells The Lawyer’s Daily . Read more