Estates / Wills / Trusts
Epiq Systems, Inc.
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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 ... Read more

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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 ... Read more

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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 . Just ... Read more

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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 . Kirsh, a partner with  ... Read more

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Second life for post mortem tax planning

By Matt Trotta  and Josh Proulx The “death” The Department of Finance released potential changes to the Income Tax Act on July 18, 2017, that ... Read more

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Larson offers a personal touch with house calls

Every morning, Thunder Bay wills and estates lawyer Rene Larson walks his German shepherd four kilometres near his home on a small lake north of the city. It’s an ... Read more

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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 ... Read more

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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 ... Read more

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Trustworthiness the pillar of a power of attorney

Online research can be helpful to those contemplating a power of attorney (POA), but because rules differ in each province, it’s always best to seek legal counsel, says ... Read more

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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. With proper planning and preparation, ... Read more

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

By Avi Dahary The determination and discharging of debts and liabilities In part three of this series, I discussed identifying the assets that become part of the ... Read more

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Event to explore estate planning strategies

Brampton lawyer-linguist  Suzanne Deliscar will share some estate planning strategies at an upcoming event in Guelph, presented in partnership with Scotiabank St. ... Read more

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Samaroo-Tsaktsiris to discuss charitable gift planning

Toronto lawyer  Sarita Samaroo-Tsaktsiris  will discuss the importance of charitable gift planning at the SickKids Foundation's 5th Annual Advisors Breakfast.  ... Read more

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Beware of traps with multiple wills

Many high-net-worth Ontarians have two wills to avoid paying high probate fees, but there are pitfalls to the practice, Toronto wills and estates lawyer Mary Wahbi tells ... Read more

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Abuse of a power of attorney: when good people do bad things

By Ian Hull We all know that bad people can do some very bad things. So, if your estate plan includes a continuing power of attorney for property (as it likely should), and ... Read more

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'Ask the Lawyer' event to answer questions on wills, powers of attorney

Brampton lawyer-linguist  Suzanne Deliscar  will present a free ‘Ask the Lawyer’ day program at Immigrant Services Guelph-Wellington  this ... Read more

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Estate planning for prisoners and their families

For families with a loved one who is in prison, routine financial issues such as making a will, keeping a family business afloat and supporting children are fraught with ... Read more

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Proper planning best way to address complex blended family estates

Blended family situations have become increasingly common as many people remarry after a divorce or the passing of their spouse — but these individuals need ... Read more

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Only irrevocable beneficiaries can be sure of life insurance proceeds

Individuals who expect to collect on life insurance need to make sure they are designated as irrevocable beneficiaries under the policy following a Court of Appeal ruling, says ... Read more

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Sibling rivalry the source of most estate disputes

Humans may be hard-wired by their DNA to wage war with their siblings over the estates of family members, says Toronto-area estates litigator and mediator Charles Ticker . ... Read more

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