Estates & Wills & Trusts

Fill-in-the-blanks approach not suited to estate planning

Information is key to sensible and tax-efficient estate planning, Toronto wills and estates lawyer Mary Wahbi tells AdvocateDaily.com. Read more

Intergenerational wealth transfer: keys for success

Inheritances can be a windfall, but how the next generation manages that estate is a critical part of the process, say Toronto estate lawyer Ian Hull and INTEGRIS Pension Management Corp. founder and CEO Jean-Pierre Laporte. Read more

Embracing diversity the cornerstone of Romero’s practice

Toronto mediator Victoria Romero first began settling disputes in high school as part of a peer conflict-resolution program. She’s never looked back. Read more

Embrace of videoconferencing good for the justice system

The Ontario Superior Court’s recent embrace of videoconferencing for uncontentious appearances is a welcome development, Toronto estates and trusts lawyer Suzana Popovic-Montag tells AdvocateDaily.com. Read more

Prince estate deal with Universal nullified

By Charles Ticker . Prince estate deal with Universal Music Group rescinded Read more

Navigating the maze of estate planning options for special needs child

When planning for the future of a financially dependent child, choosing the option that will provide them with the most money is not always easy or straightforward, Ottawa special needs and disability estate planning lawyer Kenneth Pope writes in The Lawyer’s Daily. Read more

The tricky business of deathbed estate planning

By Ian Hull . It’s 8:30 am, you’ve just entered your office, and you get a call from the common-law spouse of one of your long-term clients. It’s bad news – your client is in palliative care and has a will from 2001 that he urgently needs to update. Time is of the essence. Read more

Math studies give Toronto litigator a logical, analytical edge

When Toronto litigator Matthew Urback tells people his first university degree was in math, most are surprised and curious as to how that prepared him for a career in law. Read more

Elder abuse under the guise of a POA is all too common

By Lisa Laredo . While awareness of elder abuse is on the rise, sadly, its prevalence is not falling. Spotting this kind of abuse is not all that easy though, because neglect and financial abuse may come under the guise of a Power of Attorney (POA). Read more

Facts required to support claim of undue influence

While the doctrine of undue influence is an important tool for challenging suspect wills or transactions, a recent Ontario Court of Appeal case shows that it is also necessary to point to specific facts that support this type of claim, Toronto wills and estates lawyer Matthias Duensing writes in The Lawyer’s Daily. Read more

Where is a trust resident?

By Suzana Popovic-Montag . In this recent decision , the Ontario Superior Court considered the residence of two trusts, for the purpose of taxation. The court held that although the trustees of the two trusts were resident in Alberta, the trusts were resident in Ontario and required to pay taxes in Ontario. Read more

Financial abuse of the elderly

By Ian Hull . The Retirement Homes Regulatory Authority was established in 2010 by the Ontario government under the Retirement Homes Act, 2010 , S.O. 2010 Chapter 11 (the Act ), and acts as a licensing body for retirement homes in Ontario. Read more

Prince siblings named estate heirs

By Charles Ticker . Prince’s six siblings will share in $200 million estate Read more

Breaking bad: protecting elders from financial abuse

Toronto wills and estates lawyer Patrick J. Aulis has witnessed first-hand the devastation of financial elder abuse but says seniors can take steps to protect themselves from becoming victims. Read more

What is a disclaimer?

By Ian Hull . Receiving an inheritance under a will is a gift, and there is no obligation, as a beneficiary, to accept it. It is possible for a beneficiary to waive their right, or “disclaim” their interest, to a gift under a will. Read more