A dramatic family feud over the inheritance of a prized Oregon winery has concluded with a landmark penalty for the misuse of artificial intelligence in court proceedings, exposing deep rifts between siblings and raising serious questions about legal ethics in the digital age. 20 Apr

Landmark Penalty for Misuse of Artificial Intelligence in Court

A recent decision of the Ontario Superior Court of Justice provides a stark reminder that unsuccessful litigants—particularly those who advance self-interested claims—may be ordered to pay millions of dollars in costs personally. 27 Feb

Ontario Beneficiary Held Personally Liable for Legal Costs

This guide explains how Canada taxes estates at death, what executors and beneficiaries need to know, and why professional advice is critical. 17 Feb

Estate and Inheritance Taxes in Canada: Complete Guide

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.  02 Dec

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

Being an executor doesn’t end when you hand out the last inheritance check. Your legal liability stretches far beyond the day you think you’re done, and the mistakes that trigger lawsuits aren’t always obvious when you’re making them. 28 Nov

Executor Personal Liability: Mistakes That Trigger Lawsuits

Trust distributions fall into two categories, and the difference is significant. Mandatory distributions versus discretionary distributions: the difference the trust document makes... 10 Nov

Trust Distributions: Mandatory vs Discretionary

When someone dies owing more money than their estate contains, the situation becomes an insolvent estate. Understanding the laws governing insolvent estates is crucial for anyone appointed as an estate trustee. 23 Oct

Complete Guide to Understanding Insolvent Estates in Ontario

Losing a loved one is never easy. What makes it even harder is when this loss is compounded by uncertainty about what happens to their debts... 10 Aug

Are You Responsible for a Deceased Loved One’s Debt in Canada?

Are you planning to leave real estate to a loved one under your Will? Do you want that property to be transferred free of debt or other claims? Language matters! 08 Aug

Navigating Bequests of Real Estate: Language Matters!

An executor has both authority and legal duty. With that comes potential risk. Acting without proper guidance can expose you to delays, disputes, or even personal liability. This article highlights the top five executor missteps and how to steer clear of them... 03 Aug

Top 5 Mistakes Executors Make & How To Avoid Them: Ontario

Dealing with the loss of a loved one is overwhelming, and the complexity of probate court can add to the stress. Clear communication about fee responsibility allows families to focus on honoring their loved one’s wishes... 26 Jul

Probate Attorney Fees: Who Covers These Costs?

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