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 Ontario, the term "executor" is now often replaced with "estate trustee" to more accurately reflect the fiduciary role they play in managing an estate. This change is not Canada-wide, but specific to Ontario's legal terminology.  21 Jul

Executor vs. Estate Trustee: Ontario Specific Legal Terminology

Acting as an Estate Trustee can be challenging. It is important to appoint an individual who is responsible and reliable to fulfil this role as they have a fiduciary responsibility to the beneficiaries. 18 Jul

What is an Estate Trustee? What are their Responsibilities?

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?”

The OBBBA provides unprecedented permanence in estate and gift exemptions, presenting a well-defined planning window for high-net-worth families and fiduciaries. Strategic action now can preserve and protect multigenerational wealth when it matters most. 03 Jul

U.S. Tax Reforms: What High-Net-Worth Families Need to Know

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul

How Much Does it Cost to Set Up a Trust?

24 Jun

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

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

If you're having issues with a trustee, you may be asking, "What can I do if a trustee refuses to distribute my inheritance?" Read on to learn what your rights are under California law, what might be causing the delay, and what you can do about it. 19 Jun

Trustee Refusing to Distribute Your Inheritance: California Law

Lack of communication is a significant factor contributing to inheritance disputes, often leading to mistrust and misunderstandings among family members and beneficiaries. When executors or trustees fail to keep beneficiaries informed about the estate's administration, including asset valuation and distribution, it can fuel suspicion and lead to legal challenges.  18 Jun

Mistrust & Misunderstandings Lead to Costly Inheritance Disputes

How will your stored reproductive material be dealt with after your death? Will the material be disposed of, or does the material form part of your estate to be passed on to a selected beneficiary? 16 Jun

Reproductive Material in Estate Planning: Canada