Estates / Wills / Trusts
Accounting for Law
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Time to scrap Ontario's rule against perpetuities on trusts

The time has come for Ontario to scrap its rule against perpetuities on trusts, Toronto trusts and estates lawyer  David Mills tells  AdvocateDaily.com . A report ... Read more

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Embracing diversity the cornerstone of Romero’s practice

Toronto mediator Victoria Romero first began settling disputes in high school as part of a peer conflict-resolution program. She’s never looked back. ... Read more

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Embrace of videoconferencing good for the justice system

The Ontario Superior Court’s recent embrace of videoconferencing for uncontentious appearances is a welcome development, Toronto estates and trusts lawyer  Suzana ... Read more

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Communication with beneficiaries vital when preparing a will

Having an open discussion with family members, beneficiaries and intended executors is an important part of preparing an estate plan in order to minimize conflict, reduce expenses ... Read more

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Prince estate deal with Universal nullified

By Charles Ticker Prince estate deal with Universal Music Group rescinded Carver County District Judge Kevin Eide has rescinded a $31 million dollar deal between ... Read more

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Navigating the maze of estate planning options for special needs child

When planning for the future of a financially dependent child, choosing the option that will provide them with the most money is not always easy or straightforward, Ottawa special ... Read more

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The tricky business of deathbed estate planning

By Ian Hull It’s 8:30 am, you’ve just entered your office, and you get a call from the common-law spouse of one of your long-term clients. It’s bad news ... Read more

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Math studies give Toronto litigator a logical, analytical edge

When Toronto litigator Matthew Urback tells people his first university degree was in math, most are surprised and curious as to how that prepared him for a career in law. As ... Read more

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Feds unveil plans to stop 'unfair' business tax advantages

OTTAWA — The federal government is proposing measures to tighten what it calls “unfair'' loopholes for private corporations that enable many wealthy Canadians, ... Read more

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Elder abuse under the guise of a POA is all too common

By Lisa Laredo While awareness of elder abuse is on the rise, sadly, its prevalence is not falling. Spotting this kind of abuse is not all that easy though, because neglect ... Read more

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Facts required to support claim of undue influence

While the doctrine of undue influence is an important tool for challenging suspect wills or transactions, a recent Ontario Court of Appeal case shows that it is also necessary to ... Read more

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Where is a trust resident?

By Suzana Popovic-Montag In this recent decision , the Ontario Superior Court considered the residence of two trusts, for the purpose of taxation. The court held that ... Read more

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Financial abuse of the elderly

By Ian Hull The Retirement Homes Regulatory Authority was established in 2010 by the Ontario government under the  Retirement Homes Act, 2010 , S.O. 2010 Chapter 11 ... Read more

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Prince siblings named estate heirs

By Charles Ticker Prince’s six siblings will share in $200 million estate Prince passed away on April 21, 2016, due to an overdose from the powerful drug Fentanyl. ... Read more

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Breaking bad: protecting elders from financial abuse

Toronto wills and estates lawyer Patrick J. Aulis has witnessed first-hand the devastation of financial elder abuse but says seniors can take steps to protect themselves from ... Read more

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Corporation can be effective wealth preservation tool

For some individuals, a corporation can play a key role in personal wealth management — but it is crucial to undertake a cost-benefit analysis before pursuing this ... Read more

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What is a disclaimer?

By Ian Hull Receiving an inheritance under a will is a gift, and there is no obligation, as a beneficiary, to accept it. It is possible for a beneficiary to waive their ... Read more

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Peace of mind guaranteed

By Suzana Popovic-Montag An estate trustee has the legal authority to arrange the place and manner of the burial or cremation of the deceased. The estate trustee also has a ... Read more

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Court's embrace of technology welcomed

Toronto trusts and estates lawyer  David Mills says he’s encouraged by the Ontario Superior Court’s recent embrace of videoconferencing for minor appearances. ... Read more

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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 ... Read more

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