Estates & Wills & Trusts

Client complaints inevitable in emotional practice areas

Law society complaints are an occupational hazard for lawyers in emotional practice areas, Toronto trust and estate litigator Felice Kirsh tells Read more

Legal advice key when planning for children with special needs

With proper planning, the parents of a child with special needs can provide them with a secure future, Ottawa disabilities and estate planning lawyer Kenneth Pope tells Read more

Updating your will: Allinotte

By Michele Allinotte . As an estate planning lawyer in Cornwall, Ont., I commonly see people who understand the importance of the initial estate planning, but then forget that they need to keep their wills and trusts up-to-date. These documents aren’t something that should just be done once and then tucked into a safety deposit box never to be visited again. Actually, there are several times in the course of your life that you need to dig out your wills and make changes. Read more

POA beats DNR tattoo across chest: Shinehoft

Communicating one’s wishes for end-of-life care is essential to ensure they’re honoured, but there’s still no guarantee that family members and doctors will be aware of a patient’s request, Toronto wills and estates lawyer Elinor Shinehoft tells Read more

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 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 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 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 Read more