Estates & Wills & Trusts

Vital to include specifics when creating advanced directives

An advance directive conveys the health care wishes of an individual while they are still mentally capable of expressing them, but these instructions have been criticized for being vague, difficult to interpret and potentially unreliable in the face of changing technology, Toronto wills and estates lawyer Matthias Duensing writes in The Lawyer’s Daily. Read more

Estate planning discussions prudent before an emergency

It can be one of the toughest subjects to talk about, but discussing estate planning is important for families to ensure final wishes are honoured, says Toronto wills and estates lawyer Elinor Shinehoft . Read more

Mandatory will registry would aid estate administration process

A central database of wills is a helpful tool for lawyers to turn to when they’re in need of information, but it would be more beneficial if these registries were made mandatory nationwide, Toronto estates and trusts lawyer Suzana Popovic-Montag tells The Lawyer’s Daily. Read more

High net worth individuals need special insurance solutions

By Ian Hull. High net worth individuals typically have more than enough money to live their desired lifestyle. But there’s an important element that even the wealthiest amongst us may be lacking – protection. According to recent research by Chubb, more than 50 per cent of high net worth individuals worry that they are underinsured, and less than 30 per cent look for insurers who are specialists in providing coverage for the affluent: Read more

Charitable pledges tough to enforce

Charitable pledges are generally not enforceable, Toronto estates and trusts lawyer Ian Hull tells Read more

Time to up the ante on advice and wealth planning for women

By Ian Hull . There are a few holdovers from the Mad Men era of 50 or 60 years ago when men were the primary breadwinners and wealth managers – and women looked after the home and family. Read more

Joint accounts: the gift that keeps on giving (to estate litigators)

Conflicting court decisions are contributing to a rise in estate litigation over joint bank accounts, Toronto-area estates litigator and mediator Charles B. Ticker writes in The Lawyer's Daily. Read more

The nightmare of retaining estate planning documents

Like most of her estate-planning colleagues, Toronto wills and estates lawyer Mary Wahbi retains the originals of clients’ wills — encompassing wills and other estate planning documents, such as powers of attorney — in a “vault,” she writes in The Lawyers Daily. Read more

Broaching difficult conversations with aging parents

Having a conversation with aging parents about their wishes once they’re unable to care for themselves is difficult, so Toronto litigator Matthew Urback advises adult children to have these talks earlier in life’s stages. Read more

Blanket ban on assisted dying for minors could breach the Charter

Barring minors from medical assistance in dying (MAiD) could be unconstitutional, Toronto estates and trusts lawyer Suzana Popovic-Montag tells The Lawyers Daily. Read more

Blended family adds wrinkles to intestacy

Intestacy takes on an extra level of complication when blended families are involved, says Toronto trust and estate litigator Felice Kirsh. Read more

Wahbi to speak on the importance of making a will

Toronto wills and estates lawyer Mary Wahbi will share her insights with a local community on the importance of making a will at an upcoming Ontario Bar Association event. Read more

Funding Henson trusts with life insurance

Parents often worry about how their children with disabilities will be taken care of after they’re gone, but there are options that aren’t always so obvious, Ottawa disabilities and estate planning lawyer Kenneth Pope tells Read more

Estate Mediation part 3: the settlement

In Part 3 of the estate mediation series, Toronto trust and estate litigator Felice Kirsh discusses settlement at mediation. Read more

The position of executor: from cradle to grave – Part IV

By Avi Dahary . The determination and discharging of debts and liabilities Read more