Estates / Wills / Trusts
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Mediating estate disputes part 3: common mistakes

In the final instalment of a three-part series, Toronto-area estates litigator and mediator Charles B. Ticker discusses common mediation mistakes. In order for an estate ... Read more

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Does your estate plan need a touch up?

By Suzana Popovic-Montag If you have a will, you’re one of a minority of Canadians who have taken that crucial step in the estate planning process. A recent  ... Read more

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Ensuring one’s wishes are R-E-S-P-E-C-T-ed and other lessons from Aretha

Dying without a will means an estate will be dispersed among family in an orderly way, but not necessarily the way the person would have wanted, says Toronto wills and estates ... Read more

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The perils of do-it-yourself wills

By Lisa Laredo Have you ever thought about using an online service to write a will instead of hiring a lawyer to draft one for you? After all, dozens of websites offer to ... Read more

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A different approach to work-life balance

By Ian Hull A recent Globe and Mail  article  on vacation time caught my eye. In it, Elizabeth Renzetti notes an ADP Canada study that found that: only one ... Read more

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Planning, advice may help mitigate joint tenancy tax issues

While property transfers can be a relatively straightforward estate planning tool, clients can inadvertently trigger tax liabilities if they make seemingly "insignificant" changes ... Read more

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Looking out for pets amid divorce and estate planning

It’s only a matter of time before society's popular opinion changes the law that relegates pets as property, predicts Toronto lawyer Elinor Shinehoft . "Animals are ... Read more

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Pope’s practice dedicated to families of children with special needs

Ottawa disabilities and estate planning lawyer  Kenneth Pope  works within a narrow niche, but he says there are many more people in Ontario he can help. Pope, ... Read more

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Charging consultation fee pays off for lawyer, clients

Charging for initial consultations may actually boost the number of new clients coming through the door, Ottawa trusts and estates lawyer  Timothy N. Sullivan ... Read more

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Expertise, financial savvy key factors in choosing estate trustee

Determining whether a loved one or a trust company will manage your estate can be almost as important as setting out what your beneficiaries will receive, says Toronto wills and ... Read more

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Your health — don’t let your financial guard down

By Suzana Popovic-Montag We’re lucky in Canada — our healthcare system pays for doctor bills and hospital visits, and many employer-sponsored benefit plans ... Read more

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OCA split decision underscores difficulty in drafting for contingencies

Disputes involving the division of a family farm or cottage are common and it’s challenging to foresee what issues might arise after a will has been drafted, Toronto-area ... Read more

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Top 10 tips for estate executors: Dahary

The position of estate executor is fraught with pitfalls, particularly for a person doing the job for the first time, says  Avi Dahary , founder of  AccounTrust. In ... Read more

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Aretha Franklin died without an estate plan

By Charles Ticker Aretha Franklin passed away on August 16, 2018. A  recent story  online about her death suggests that she died without a will or a trust. This ... Read more

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Inheritance tax unlikely to benefit income inequality: Horst

A report that suggests the federal government could collect $2 billion annually if it implements a tax on inheritances of $5 million or more doesn’t take some unintended ... Read more

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Substantial indemnity costs ordered against estate trustees

By Ian Hull This case  was a dispute between three siblings over a $30,000 painting. The three siblings were beneficiaries and estate trustees of their late ... Read more

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Dependant's relief an option for surviving common-law spouse

Common-law spouses have options even if they’re left out of the wills of their deceased partners, Toronto trusts and estates lawyer  Daniel Bernstein tells ... Read more

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'Vicious' dispute sees family members fight over wealth

A recent case in the Ontario Superior Court shows how wealth can tear a family apart, Toronto wills and estates lawyer Matthias Duensing writes in The Lawyer's Daily . The ... Read more

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Regular reviews keep estate plans fresh

Testators should revisit their wills at regular intervals to ensure they still match their wishes, Toronto trust and estate litigator  Felice Kirsh  tells  ... Read more

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Disability tax credit application system flawed: Pope

The Canada Revenue Agency (CRA) is arbitrarily turning down applications for families seeking the Disability Tax Credit for their children, says Ottawa disabilities and estate ... Read more

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