Estates & Wills & Trusts

Triggers to update your will: family changes

This is Part 2 of 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 family life situations that should spur you to update your will. Read more

Crucial for business owners to give thought to succession plan

It is never too early to have a succession plan in place that ensures the continuity or smooth transfer of a business and its assets in the event of the owner’s death — especially if an individual’s family is dependent on the company’s income, Vancouver corporate lawyer Jonathan Reilly tells Read more

Deal with digital assets in your will

Testators need to turn their minds to their digital assets just as much as their physical ones, Toronto trusts and estates lawyer Patrick J. Aulis tells Read more

Five more reasons you need to write a will now

By Lisa Laredo . January has come and gone but we’re still going on about the New Year’s resolution that should have been at the top of the list for at least half of Canadians — to write a will. And now that it’s February, it’s time to get on it, preferably before you take that next trip (March Break plans, anyone?) Read more

Experience key for Henson Trust lawyers

Experience is the key attribute families should look for when seeking help to set up a Henson Trust, Ottawa disabilities and estate planning lawyer Kenneth Pope tells Read more

Simplifying the search for a deceased’s life insurance policy

By Ian Hull . Beneficiary designations for life insurance policies can be an integral part of one’s estate plan. As designated policy proceeds typically pass outside of an estate, and are not subject to costly probate fees, policyholders often use these designations as a strategic method to transfer assets upon their death. Read more

Electronic estate trustees a new reality

Social media has become such a relevant presence in our lives that we must start thinking about how it's to be dealt with after we die, says Toronto litigator Matthew Urback , whose practice focuses on wills and estates law. Read more

Estate planning saves money and aggravation

Toronto lawyer Peter Murphy knows first hand how easy it can be to avoid making a will. Read more

Blade Runner: estate planning in a futuristic world

By Ian Hull . Could assets be passed one day to non-living beings, those created through artificial intelligence but possessing human-like qualities? Read more

Millionaire's handwritten notes wouldn't count as final wishes in Ontario

A Nova Scotia case — where a deceased millionaire's unsigned handwritten memos were ruled to count toward her testamentary intention — would play out differently in Ontario courts, Toronto-area estates litigator and mediator Charles B. Ticker tells . Read more

How green is your estate plan?

By Suzana Popovic-Montag . Climate change remains a leading topic of concern – and most of us have at least some awareness of our environmental footprint. Many of us have undertaken actions to reduce it, from energy-efficient light bulbs to low flush toilets, to hybrid cars. Read more

Upcoming concert to benefit Heart and Stroke Foundation

Toronto-area estates litigator and mediator Charles Ticker hits the stage with The Faded Genes on February 8 in support of the Heart and Stroke Foundation of Canada. Read more

Demographics driving rise in POA litigation

Disputes among attorneys will increasingly come before Canadian courts as the country’s population continues to age, says Toronto estates and trusts lawyer Suzana Popovic-Montag. Read more

Don’t break this New Year’s resolution: write a will

By Lisa Laredo . With the holidays done and gone, it’s now that time of year — the time to buckle down and get on with fulfilling those New Year’s resolutions. You know the ones where we all resolve to go to the gym every day, lose 10 pounds and maybe even call our mothers more than once a week. Read more

Hull honoured with Honsberger award

It was largely from his father and former partner, the late Rodney Hull Q.C. LSM, that Toronto estates and trusts lawyer Ian Hull was taught to give back, and his community work is one of the three pillars of the Honsberger Award, which he will receive in March. Read more