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

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

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

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

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

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

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

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

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

Estate Planning & Probate Legal Forms: 50-State Resources

Balancing fairness with religious and cultural customs in estates— The law requires equality between men and women. Following tradition may not stand up in court... 09 Mar

Balancing Cultural Tradition and Estate Law in BC

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

What Happens if a Person Has Multiple Wills in Ontario? 28 May

What Happens if a Person Has Multiple Wills in Ontario?