Estates / Wills / Trusts
Michael Ford (post until Oct. 31/18)
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Follow these tips to bulletproof your will

With careful consideration during the drafting process, there are ways to make a will bulletproof, Toronto estates and trusts lawyer  Ian Hull  tells  ... Read more

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Rejection of probate applications confounds lawyers

A long-established practice to use primary and secondary wills is running up against some turbulence in the courts, Toronto wills and estates lawyer Mary Wahbi tells ... Read more

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Pot talk: coverage for medical cannabis is here

By Suzana Popovic-Montag Unless there’s an unexpected shift or delay by our government, the  Cannabis Act  will make the use of cannabis for recreational ... Read more

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Married vs. common-law rights in estate matters

Married couples and those in common-law relationships are generally treated the same in estates matters, but there are a couple of key differences that can have a financial impact ... Read more

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Be specific if you want to direct how charity spends bequest

Testators who want a say over how their funds are spent should be specific with their bequests to larger charities, Toronto trust and estate litigator Felice Kirsh tells ... Read more

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What you should do when ‘unexpected’ financial news is good

By Ian Hull The financial industry is relentless in encouraging Canadians to “plan for the unexpected” – and highlighting how anything can happen. You could ... Read more

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Stay flexible – roll with those financial planning punches

By Suzana Popovic-Montag Financial planning is a tricky business at the best of times – especially for longer-term goals like retirement and estate planning. But when ... Read more

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Billionaire's estate will not go to his family

By Charles Ticker A  recent story online found here  reveals the estate plan of the billionaire founder of a furniture giant. The man (March 1926 – January ... Read more

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Drafting a solid will helps ward off estate disputes

The death of a loved one is an emotional time for a family and can sometimes lead to disputes over the estate, but there are ways to draft a lawsuit-proof will to ensure that ... Read more

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Insurance trusts control timing, use of funds upon death

An insurance trust is a good mechanism for controlling the use and timing of life insurance proceeds following the death of the insured, Toronto wills and estates lawyer Lisa ... Read more

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Estate talk awkward but necessary: Aulis

Broaching the “estate talk" with a reluctant older family member is awkward but necessary for younger relatives, Toronto trusts and estates lawyer  Patrick J. ... Read more

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Elder abuse often tough to spot: Urback

The often-subtle signs of elder abuse make it a tricky problem to diagnose, Toronto litigator  Matthew Urback  tells  AdvocateDaily.com . Urback, an associate ... Read more

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Worst-case scenario thinking improves will accuracy

Planning for family disasters makes for a more accurate estate plan, Cornwall wills and estates lawyer  Michele Allinotte  tells  AdvocateDaily.com . Allinotte, ... Read more

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Make it your year for ‘best picture’ critical thinking

By Ian Hull Do you ever wonder how your emotions impact your decision-making? Or more specifically, how many sub-optimal decisions you make based on emotion? We get caught ... Read more

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No downward momentum in billing rates

Toronto's Mills & Mills LLP sets its fees by comparing what other lawyers in the same practice areas charge, business and estates lawyer David Mills tells Canadian ... Read more

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Brothers fighting over their mother’s estate

By Charles Ticker A  recent story  from England outlines some of the difficulties siblings may encounter with respect to their parents’ estates. The story is ... Read more

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OCA decision a warning to trustees to be reasonable

Trustees must tread carefully if they want to avoid ending up personally on the hook for litigation costs, Toronto-area estates litigator and mediator  Charles B. Ticker ... Read more

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The benefits and risks of naming a second POA

Appointing more than one person to be an attorney for property has its benefits, not the least of which is convenience, but it’s not always necessary and can have a downside ... Read more

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Can I amend my own will?

By Michele Allinotte I often have clients call me and either ask me if they can change their wills themselves, or if they can change their will by crossing out and ... Read more

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OCA ruling a reminder not to delay administering an estate

An Ontario Court of Appeal decision that ordered an estate trustee to pay interest to the beneficiaries of legacies highlights the “rule of convenience” and ... Read more

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