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  • Legacy Lexicon
A successful dependant support application requires clear, detailed and credible evidence. This article explores these requirements, highlighting key principles from recent case law. 15 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Burden of Proof: Building a Strong Dependant Support Claim

Few legal disputes are as personal and emotional as challenging a will. Whether you are considering contesting a will or defending against a challenge, you should know what to expect... 08 Oct
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Contesting a Will in Ontario: How it Works & What to Expect

In What Circumstances Can an Attorney for Personal Care Restrict Visitors from Visiting an Incapacitated Person in a Long-Term Care Home? 23 Sep
  • by Estates Gone Wrong
  • Curated Content, Long-Term Care Crisis

Can a Power of Attorney for Personal Care Restrict Visits?

Landmark Supreme Court of Canada decision, from 1991, established principles for proving undue influence in trust cases: the Geffen v. Goodman family and trust estate dispute... 28 Aug
  • by Estates Gone Wrong
  • Family Disputes, Generated Content

Landmark Supreme Court of Canada Decision: Undue Influence

Predatory marriage occurs when someone marries a vulnerable elderly person, often with cognitive decline, to gain financial control. Early intervention is essential – contact an experienced estate professional immediately upon discovering suspicious circumstances. 24 Jul
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Marriage: Protecting Aging Populations in Alberta

Learn how to handle an estate dispute under Canadian law. This guide will help you understand the grounds for disputing a will and its effect on the division of assets. 22 Jul
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Canadian Guide to Understanding the Grounds for Disputing a Will

To file a dependant support claim against an estate, you must file a Notice of Application with the court and provide supporting evidence in an affidavit, typically within six months of the estate trustee being appointed.  15 Jul
  • by Estates Gone Wrong
  • Generated Content, Related Resources

How to File a Dependant Support Claim Against an Estate

For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Cautionary Tale: Estate Planning for a Loved One With a Disability

Whilst there are some proposals for reform, the effects of a predatory marriage are wide ranging and very difficult to undo legally. It is therefore the best approach for a concerned family to keep in touch with their relative and to act swiftly where a predatory marriage is suspected... 16 Jun
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Predatory Marriages: Is Law Reform Coming to the UK?

This case is a testament to how even well-intentioned actions, when shrouded in ambiguity, can ignite protracted legal battles, leaving emotional scars and financial burdens on grieving families. 06 Jun
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

A Family Divided: Vancouver Condo at Centre of Estate Dispute

Understanding Undue Influence: Estate Law Canada 23 May
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Understanding Undue Influence: Estate Law, Canada

Canadian Estate Law: The Presumption of Resulting Trust 04 Feb
  • by Estates Gone Wrong
  • Generated Content, Legacy Lexicon

Canadian Estate Law: The Presumption of Resulting Trust

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Ever thought about gifting a property to your children? I recently had this very discussion with my own aging parents. This resulted in some important discussions about our family home, their goals and consideration for the tax outcomes of any decisions made...

Transferring the Family Home: Considerations for Canadians

Transferring property to heirs "inter vivos" offers emotional benefits and potential probate fee reduction, but can trigger an immediate capital gains tax liability and means a loss of control and potential exposure to your heir's creditors. 

Gifting Property to Your Heirs “Inter Vivos”: Pros and Cons

Major life transitions can cause stress that makes it hard to think clearly, leading to poor financial decisions. A Certified Financial Transitionist can help you manage the financial and emotional aspects of these events.

The Financial and Emotional Challenges of Major Life Changes

Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations.

Dementia Hub: Fraud Prevention Resources from AARP

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