Estates / Wills / Trusts
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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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Estate Mediation part 1: The benefits

In Part 1 of our series on estate mediation, Toronto trust and estate litigator Felice Kirsh explores the benefits of mediation in estates disputes. Estates disputes are ... Read more

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Clearly articulated wills reduce risk of court challenges

A will may never be totally lawsuit-proof, but Toronto litigator  Matthew Urback says there are steps people can take to minimize the chances it will be contested in court. ... Read more

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Time to abolish Ontario's perpetuities law: Hull

Moves by other provinces to abolish or replace perpetuities laws signals that it’s time for Ontario to reform its estate legislation, Toronto estate lawyer  ... Read more

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Push hard – get clients talking to family about their estate

By Suzana Popovic-Montag You’re planning a client’s estate. You’ve identified the assets and tax issues and planned accordingly. Most importantly, your ... Read more

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Duty of disclosure – the unique rules for estates and trusts

By Ian Hull We all know that lawyers have a duty to hold client information confidential – it’s one of the foundations of our legal system. But estates are a ... Read more

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Dividend tax insights

By Dennis Nerland Dividends themselves can be either eligible or non-eligible. An eligible dividend is subject to a 38 per cent gross-up. The dividend is generated by the ... Read more

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Lawyers play key role in helping common law spouses with wills

When it comes to drafting a will and estate plan, common law couples can bring unique challenges to the table, Ottawa family law and estate lawyer Timothy N. Sullivan writes in ... Read more

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Everything you need to know about naming a POA

By Lisa Laredo Two of the three most important documents every person should have are a Power of Attorney (POA) for Personal Care and a POA for Property (the third is a ... Read more

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Careful planning critical for bequests to dependent child

Financial planning for a child deemed incompetent is needed to ensure a smooth transition and inheritance through succession law, says Ottawa disabilities and estate planning ... Read more

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Trusts and family property – when can you trust a trust?

By Ian Hull The laws relating to trusts are complex enough before issues relating to family law are introduced. Even at the best of times, individuals establishing trusts ... Read more

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Holograph will at centre of $30 million estate dispute

By Charles Ticker Holograph will handwritten by Dallas Cade deals with $30 million estate A  recent story  serves as an interesting example of an estate ... Read more

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Choice of trustee vital to trust's financial, relational goals

A trust can provide individuals with asset protection, tax advantages and confidentiality — but choosing the right trustee is essential to achieving these objectives, ... Read more

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Joint property cannot be clawed back to satisfy deceased's debt

As jointly held real property is not actually ‘transferred’ to the surviving owner, it cannot be recovered to satisfy the debts of the deceased if the estate is ... Read more

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Proposed tax changes a ‘renewed attack’ on job creators

By Dennis Nerland The Department of Finance released new proposed tax legislation and policy on July 17, 2017. The new policies target income splitting in private ... Read more

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Ten things that happen if you die without a will in Ontario

By Timothy N. Sullivan If ‘making a will’ has been one of those things on your long-term to-do list but doesn’t seem to ever become a top priority, ... Read more

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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 . “Sometimes clients are ... Read more

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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 ... Read more

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