Estates / Wills / Trusts
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What happens when you die without a will

By Lisa Laredo A will is one of the three most important documents every person should have (the other two being a Power of Attorney for Property and a Power of Attorney for ... Read more

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Timing key to maintaining advantages of GRE designation

Although changes that took effect in 2016 mean that testamentary trusts are now generally subject to tax at the highest marginal rate, a notable exception is now in play — ... Read more

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Age 65 or older? There may be a trust for you

By Ian Hull Trusts have been around for hundreds of years, so a type that’s only been around for 17 years is still considered “new” in the trust world. Two ... Read more

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Estate planning for special assets

By Suzana Popovic-Montag The disposition at death of many personal assets – a home, stocks, bank deposits – is typically straightforward in terms of how they are ... Read more

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Insights into general partnerships

By Dennis Nerland Family limited partnerships offer tax benefits, lawsuit protection, and financial control. To gain a full understanding of a family limited partnership, ... Read more

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Goals, objectives, tax considerations paramount when choosing a trust

Trusts are “purpose-driven” vehicles that can be beneficial in a number of circumstances, but it is important for individuals and families to begin by reviewing their ... Read more

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Making the case for reforming estates legislation

Ontario needs to follow other provinces and revamp its wills and estates legislation to reflect current needs, Toronto estates and trusts lawyer  Ian Hull tells ... Read more

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'Ask the Lawyer' day to discuss wills, powers of attorney

Brampton lawyer-linguist  Suzanne Deliscar will present a free ‘Ask the Lawyer’ day program at the Alzheimer Society of Peel this month, to share her ... Read more

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Getting legal documents in order gives seniors peace of mind

With an aging population, it’s important to get your legal documents in order — and the earlier, the better, says Toronto wills and estates lawyer Lisa Laredo . ... Read more

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Do-it-yourself wills are a recipe for litigation

Do-it-yourself will kits can be a recipe for litigation, warns Toronto-area estates litigator and mediator Charles Ticker . “I do love those will kits you can buy for ... Read more

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Regular client contact key to keeping wills updated

Having an up-to-date will can help individuals and their families avoid a host of problems down the road, but lawyers need to encourage clients to revise their estate plans ... Read more

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Inter vivos shelter trust best for adult child with special needs

Many individuals who opt to buy a home for an adult child with special needs may choose to put the property in his or her name, but the use of an inter vivos shelter trust is ... Read more

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Regulate personal support workers: Popovic-Montag

A spate of recent abuse allegations shows the need for regulation of personal support workers (PSWs), says Toronto estates and trusts lawyer  Suzana Popovic-Montag . The ... Read more

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Duelling siblings, a heartbroken mother and undue influence

By Matthias Duensing Money, power and suspicion. In a recent case , the Ontario Court of Appeal has hopefully put an end to a sibling rivalry that, in the words of the ... Read more

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Estate Mediation part 2: what to expect

In Part 2 of our series on estate mediation, Toronto trust and estate litigator Felice Kirsh discusses what’s involved once the process gets underway. Realistic ... Read more

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Mirror wills vs. mutual wills – different documents, purposes

By Ian Hull Don’t let the similar sounding names fool you – while there are some similarities between “mirror wills” and “mutual wills,” ... Read more

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Ontarians with disabilities to benefit from exemption limit change

A number of recent changes that increase the exemption limits for those who receive funding from the Ontario Disability Support Program (ODSP) will mean more money for Ontarians ... Read more

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Online creditor notices 'the way of the future' for trustees

Estate trustees will save time and money after the Ontario Superior Court recognized an online service for publishing notices to creditors, says Toronto trusts and estates ... Read more

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Communication key to avoiding estate disputes among adult children

When parents haven’t had a serious conversation with their adult children about how their estate is to be divided when they die, this can add confusion to the grieving ... Read more

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Avoiding estate planning is a recipe for problems: Hiebert-Simkin

Every love story ends unhappily, says Winnipeg wills and estate lawyer Cynthia Hiebert-Simkin , and much of her work is helping to ensure that in those cases where the story ends ... Read more

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