Ontario Court Ruling: Funds transferred to deceased's Daughter were "valid inter vivos gifts" and not subject to a resulting trust. 30 Jul

Court Rules in Favour of Daughter: the Validity of Inter Vivos Gifts

A Cautionary Tale in Will Drafting and Limitation Periods... When Does the Clock Start Ticking? 28 Jul

A Cautionary Tale in Will Drafting and Limitation Periods

Recent Ontario Court of Appeal ruling reaffirms the modern cost approach in estate litigation: trustees who fail in their duties may not only be removed but may also bear the personal financial burden of their choices. 22 Jul

Personal Liability for Costs Due to Breach of Fiduciary Duty: Ontario

In a compelling High Court decision that has stirred conversations across both the legal and familial landscapes, a £14.5 million trust dispute between two brothers has culminated in a judgment that emphasizes intention over biology. 21 Jul

Landmark Case Ruling in £14.5m Trust Dispute

Leona Helmsley’s decision to leave her dog, Trouble, $12 million drew legal challenges, media scrutiny, and lasting debate about her legacy. 19 Jul

Leona Helmsley: The Woman Who Made Her Dog a Millionaire

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

How to File a Dependant Support Claim Against an Estate

Charitable Bequests: The Importance of Names 10 Jul

Charitable Bequests: “What’s in a Name?”

Inheritance Disputes: What is 'Scorched Earth' Litigation? 10 Jul

Inheritance Disputes: What is ‘Scorched Earth’ Litigation?

Vulnerable adult guardianship court cases involve legal proceedings where a court appoints a guardian to make decisions on behalf of an adult who is deemed incapable of making their own decisions. 08 Jul

Protecting Vulnerable Adults: Court Should Be a Last Resort!

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

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

24 Jun

Ontario Law: What is an Absolute Discretionary or a “Henson Trust”?

Just about anything that a client says to their lawyer is protected by solicitor-client privilege. This is a cornerstone of our legal system and a fundamental right in Canada. In practice, however, exceptions to privilege are commonplace when the client is deceased. 18 Jun

How Privileged are Estate Planning Discussions with Your Lawyer?