Estates / Wills / Trusts
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It’s spring cleaning time! Add ‘write my will’ to your list

By Lisa Laredo For most of us, spring cleaning means a chance to declutter, downsize and simplify. It’s about new beginnings and fresh starts and there’s ... Read more

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Know what to do in the event of death outside Canada

Knowing what to do when someone dies while travelling outside Canada can alleviate a significant amount of stress, Cornwall wills and estates lawyer  Michele Allinotte ... Read more

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Will challenges occur frequently in Britain

By Charles Ticker A  recent online  article outlines some of the reasons why will challenges occur frequently in Britain. According to this story, a recent poll ... Read more

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Review the life insurance policies in your estate: Allinotte

Reviewing life insurance policies can be vital in estate planning, Cornwall wills and estates lawyer  Michele Allinotte  tells  AdvocateDaily.com . Allinotte, ... Read more

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Limited grounds to contest a will: Ticker

There are limited grounds upon which someone's will can be successfully challenged, Toronto-area estates litigator and mediator Charles B. Ticker tells ... Read more

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Co-ordinate payments from RDSPs and Henson Trusts

Disbursements from Henson Trusts and Registered Disability Savings Plans (RDSP) can be co-ordinated to provide for children with special needs, Ottawa disabilities and estate ... Read more

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Is there a duty to account when requested by a beneficiary?

By Ian Hull In this recent decision , the Ontario Superior Court of Justice confirmed that an attorney for property and/or estate trustee has a duty to pass accounts in ... Read more

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Alexa – take a hike

By Suzana Popovic-Montag Amazon Echo and Google Home – here’s my prediction about these smart speakers. In 25 years, we’ll look at film clips or ads that ... Read more

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Separated from one, common-law with another – who gets what?

People who live common-law with a new partner after the breakdown of a marriage are advised to get their affairs in order — and get a will, Toronto litigator ... Read more

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Properly worded shareholders agreement is a must: Horst

When someone dies with a life insurance policy listing a clear beneficiary, anyone with a dispute   should have solid evidence to support their argument, ... Read more

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E-wills are coming, till then paper documents crucial: Wahbi

While electronic forms of wills may be common one day, there are a number of hurdles that have to be dealt with to get there, Toronto wills and estates lawyer  Mary ... Read more

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Blended families complicate estate planning

By Lisa Laredo You already know that dying without a will is the safest way to ensure that you have absolutely no options whatsoever as to how your estate is to be divided. ... Read more

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Five things that will disappear in our lifetime

By Suzana Popovic-Montag It never stops. Another year on the calendar turns, and we receive another jolting reminder of the years passing. It’s not just loved ones that ... Read more

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Holographic will can create issues around testator's intention

It’s best to avoid a handwritten informal will because improper drafting may lead to the document not being valid and could create significant questions of interpretation, ... Read more

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Preferred beneficiary versus qualifying disability trust elections

Electing to make a testamentary trust a qualifying disability trust (QDT) is not always the best option for beneficiaries with special needs, Ottawa disabilities and estate ... Read more

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Audits on the rise for Estate Information Returns

Executors must take care to accurately complete their Estate Information Return (EIR) as the province steps up its compliance efforts, Toronto wills and estates lawyer  ... Read more

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Estate of Aretha Franklin facing various difficulties

By Charles Ticker Aretha Franklin passed away from pancreatic cancer on August 16, 2018, at the age of 76. Immediately after her death, it became apparent that she died ... Read more

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SCC rules on importance of irrevocable beneficiary designation

A recent Supreme Court of Canada (SCC)  case shows the importance of an irrevocable beneficiary designation for spouses hoping to secure support payments using life ... Read more

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Take proper steps to prove mental capacity in a will: Laredo

While the standards of mental capacity required to draw up a will are well known, a court challenge is always a possibility if the proper steps are not taken when it is being ... Read more

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Good record-keeping key to tax-efficient cottage estate plan

In the second instalment of a four-part series on transferring ownership of the family cottage, Winnipeg wills and estates lawyer Cynthia ... Read more

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