Incorporating tools and strategies into your estate plan to mitigate a beneficiary’s spendthrift habits is vital to protect both the beneficiary and your assets. 21 Mar

Estate Planning Strategies for Managing a Spendthrift Beneficiary

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?

25 Jan

Charity Explains Why Dunfermline Church Plans Fell Through

While Canada’s tax system doesn’t impose a traditional inheritance tax, estate taxes through capital gains, final income returns, and probate fees can still shrink inheritances dramatically. By leveraging these strategies, you can pass down more of your hard-earned wealth. 20 Nov

Things to Know Before Filing a Loved One’s Final Tax Return

Will your family inherit your outstanding debts? Who’s responsible for paying them off? Can creditors pursue your beneficiaries for payment? 25 Oct

Don’t Leave Your Family Battling Debt Collectors

High legal and ethical standards apply to estate executors and trustees. It is essential to understand your obligations... 27 Sep

Estate Executor “Self-Dealing” Assets: Conflict of Interest

18 Sep

Estate Planning Strategies: 7 Common Uses for Trusts

While not intended to be comprehensive in nature, this guide lays out a basic summary of what is involved and some things to keep in mind if you are involved in settling a loved one’s estate. 29 Aug

Basic Guide to The Probate Court Process in Ontario

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

Kate Rothko Prizel, the daughter of renowned abstract artist Mark Rothko, once said being 19 was the worst year of her life. Still only a teenager, in 1970, Prizel was embroiled in a bitter legal battle with her father’s estate executors and the directors of the Marlborough Fine Art gallery. 10 Aug

How Greed Rocked the Art World: The Estate of Mark Rothko

Different Roles & Responsibilities: Trustee vs. Guardian vs. Executor 27 Apr

Roles & Responsibilities: Trustee vs. Guardian vs. Executor

Navigating Inheritance Disputes Between Siblings | Curated Content | Family Disputes | Ontario Law | Estates Gone Wrong 18 Mar

Navigating Inheritance Disputes Between Siblings