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  • Estates Gone Wrong
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  • Legacy Lexicon
In today’s increasingly digital world, traditional processes are being transformed by technology, and estate planning is no exception. Recent developments in technology and changes to the legal landscape are creating room for the possibility of electronic wills... 10 Dec
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Electronic Wills: The Future of Estate Planning in Ontario

Can Your Subscription Service Limit Your Estate’s Ability to Sue? | Digital Distress | Streaming Subscription Agreement | Estates Gone Wrong 02 Oct
  • by Estates Gone Wrong
  • Curated Content, Digital Distress

Warning: Read “Subscriber Agreements” Very Carefully

Learn why fiduciary access to digital assets matters and how a new Alberta Act would help facilitate access... 07 Aug
  • by Estates Gone Wrong
  • Curated Content, Law Reform

Alberta Law Reform: Fiduciary Access to Digital Assets

Executor —the deceased's son— transferred estate properties to himself and his brother without fair market value compensation. His conduct was deemed a significant conflict of interest: favouring certain beneficiaries over others. 06 Aug
  • by Estates Gone Wrong
  • Curated Content, Family Disputes

Court Removes Deceased’s Son as Estate Executor for “Self-Dealing”

Navigating the complex web of estate planning for Canadians with foreign ties requires a deep understanding of both domestic and international tax laws. That is why involvement of legal experts from the relevant foreign jurisdictions is often necessary and strongly recommended. 30 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Complexities of International Estate Planning for Canadians

People often believe that they can litigate a wills and estate matter in a “risk-free” manner because the estate will bear the legal costs of the disputants. That is generally not true... 06 May
  • by Estates Gone Wrong
  • Curated Content, Related Resources

The Legal Costs of Estate Litigation: Know The Risks!

Does the Court Have Jurisdiction to Terminate a Charitable Trust? The answer to the question is Yes. But the jurisdiction must be exercised sparingly and not indiscriminately. 14 Feb
  • by Estates Gone Wrong
  • Charitable Misgivings, Curated Content

Does the Court Have Jurisdiction to Terminate a Charitable Trust?

If a personal representative wishes to purchase estate assets, it should be with the consent of all beneficiaries or occur at fair market value with the approval of the court. 14 Aug
  • by Estates Gone Wrong
  • Curated Content, Related Resources

BC Supreme Court Ruling: When “Self-Dealing” May Be Allowed

In Canada, estate laws fall under provincial jurisdiction, meaning they can vary from one province to another. Therefore, it’s essential to be familiar with the laws in the province where the estate is located. 01 Aug
  • by Estates Gone Wrong
  • Beneficiary Rights, Curated Content

Estate Disputes in Canada: Your Legal Rights & Protections

When it comes to estate litigation, the payment of costs from the estate may not be guaranteed. It is important for litigants to always be mindful of the potential costs consequences... 02 Jun
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Litigation Costs Covered By The Estate? Not Guaranteed!

Just because the law allows for a testator to hand-write their own will does not make it a good idea, as a recent court decision shows. Even a harmonious family is likely to end up in court, seeking confirmation that the handwritten document was indeed a valid Holograph Will.  30 Mar
  • by Estates Gone Wrong
  • Common Mistakes, Curated Content

Handwritten Will Declared Invalid by Ontario Judge

Individuals who are making plans related to end-of-life decisions, providing assistance to adults or minors in need of care, or making other life changes may need to complete and file a number of estate planning or probate forms in court. Some of the most common areas in which people may seek out forms of this nature include those related to advance directives, guardianships, and name changes. 30 Mar
  • by Estates Gone Wrong
  • Curated Content, Related Resources

Estate Planning & Probate Legal Forms: 50-State Resources

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Recent:

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties.

Caregiving Crisis at Work: Millions of Canadians Struggling

Discretionary trusts can be an effective way to provide for beneficiaries without granting them fixed entitlements. However, these structures can create uncertainty for beneficiaries... Understanding the legal framework is critical for both sides.

Ontario Guide to Discretionary Trusts and Beneficiary Rights

What happens when the domestic tax rules of two different countries look at the same person and both conclude that the individual is a tax resident?

Navigating Dual-Residency: Canada’s Tax Treaty Tie-Breakers

One widely shared social post says putting “everything you own” into a Trust could bypass probate, leaving more funds for your kids when passing on your estate. But that advice is far from universal.

Put “Everything in a Trust” to Bypass Probate: Is This Good Advice?

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