Estates & Wills & Trusts

Gen Z brings strong multitasking, tech skills to law firms

Members of ‘Generation Z’ have been born with technology attached to their fingers and are adept at multitasking — and this group will soon be represented in the legal profession, Toronto estates and trusts lawyer Suzana Popovic-Montag tells The Lawyer’s Daily. Read more

Predatory marriages 'increasingly common problem' in Ontario

With the elderly population living longer and more independently than in the past, predatory marriages are becoming a growing phenomenon in Ontario, Toronto estates and trusts lawyers Ian Hull and Suzana Popovic-Montag write in The Huffington Post . Read more

New 'Atin Model' app digitizes taking will instructions: Hull

An in-house model designed to take will instructions is the basis for a new application available to lawyers by Toronto estate lawyer Ian Hull. Read more

'Why do I get $863 and he gets $1,128?': ODSP

Adult children with disabilities living at home often don’t get the maximum disability allowance possible despite repeated requests for more than the basic $863 room and board allowance, says Ottawa special needs and disability estate planning lawyer Kenneth Pope . Read more

Executor's role is no small job: Laredo

The role of an executor is to quarterback the assets of the deceased and it’s no small job, says Toronto lawyer, Lisa Laredo. Read more

Contractual obligations and estates

By Ian Hull . An estate trustee may be bound to a contract previously entered into by the deceased. This duty is distinct from the duty of an estate trustee to discharge all debts of the deceased. Read more

Banked genetic material should be included in estate plan

In the context of estate planning, it is appropriate for drafting solicitors to inquire whether a testator or potential beneficiaries have banked genetic material and, if so, how any children born are to be treated in the estate plan, Toronto estates and trusts lawyer Suzana Popovic-Montag writes in The Lawyer’s Daily. Read more

Lund business involved in dispute

By Charles Ticker . A recent story summarizes the sibling dispute among the owners of the Lunds & Byerlys chain of grocery stores. Lunds & Byerlys is one of the main grocers in the Minneapolis, Minnesota. The company was found by Russell Lund in 1939. It has grown to 26 stores in Minnesota. Read more

Age and testamentary capacity

By Suzana Popovic-Montag . “Testamentary capacity” is a term with a particular legal meaning: whether an individual has the necessary cognitive abilities to be capable of making a valid will. The classic statement of the test for testamentary capacity, which remains the most frequently applied version of the test, is found in Banks v. Goodfellow (1870), L.R. 5 Q.B. 549: Read more

The lawyer’s estate planning retainer with a married couple

By Ian Hull . As an estate planner and a lawyer, it is important to remember that when creating an estate plan, familial relations may turn negative. It becomes crucial for estate planners to ensure that their instructions are complete, in order to protect themselves in the case of a family fight. Read more

Trustees, lawyers must distinguish their roles in estate administration

Confusion about the overlapping roles of lawyers and trustees could lead to problems in estate administration, Toronto estates and trusts lawyer Suzana Popovic-Montag told a recent gathering of lawyers at the Law Society of Upper Canada (LSUC). Read more

Hull, Popovic-Montag to discuss succession planning for litigators

On May 25, Toronto estates and trusts litigator Ian Hull will chair an event on ‘Succession Planning for Litigators,’ presented by the Law Society of Upper Canada. Read more

Muhammad Ali estate dispute brewing

By Charles Ticker . After Muhammad Ali passed away on June 3, 2016, several news sources reported that his estate may become the subject of a dispute. Although few details have surfaced since his passing, a recent story suggests some of Ali’s children may be at odds with his widow, Lonnie Ali. The estate has been estimated to be worth $80 million. There is also a trust in place. The children are reportedly getting a $6 million inheritance. Their stepmother, Lonnie Ali would earn $12 million. Read more

Hull e-State Planner automates estate planning

Estate planning can be a complex undertaking, but a new tool developed by Toronto estate lawyer Ian Hull aims to make the process easier for lawyers and their clients. Read more

Choose wisely when appointing a power of attorney

With financial abuse of elders on the rise, Toronto trust and estate litigator Felice Kirsh tells it’s important to choose wisely when appointing a power of attorney (POA) for property. Read more