Staying informed isn’t just good practice. It protects relationships, builds trust, and ensures clients feel safe and supported. Consider bookmarking the BankSafe Dementia Hub as a go-to reference when navigating delicate client situations. 17 Nov

Dementia Hub: Fraud Prevention Resources from AARP

Elderly and vulnerable people are prime targets for cybercriminals and scammers. Talk to your entire family about the common schemes that cybercriminals employ. Have a conversation about how they can protect themselves today. 23 Oct

Helping Elderly and Vulnerable Loved Ones Avoid Cyber Scams

Few legal disputes are as personal and emotional as challenging a will. Whether you are considering contesting a will or defending against a challenge, you should know what to expect... 08 Oct

Contesting a Will in Ontario: How it Works & What to Expect

Landmark Supreme Court of Canada decision, from 1991, established principles for proving undue influence in trust cases: the Geffen v. Goodman family and trust estate dispute... 28 Aug

Landmark Supreme Court of Canada Decision: Undue Influence

Common themes in inheritance disputes include challenges to a will's validity, unfair or unequal asset distribution, family dynamics and pre-existing tensions, lack of clear estate planning, and issues with executor misconduct or mismanagement.  21 Aug

Inheritance Disputes: Common Themes & Recent Cases (Ontario)

Ontario Court Ruling: Funds transferred to deceased's Daughter were "valid inter vivos gifts" and not subject to a resulting trust. 30 Jul

Court Rules in Favour of Daughter: the Validity of Inter Vivos Gifts

Learn how to handle an estate dispute under Canadian law. This guide will help you understand the grounds for disputing a will and its effect on the division of assets. 22 Jul

Canadian Guide to Understanding the Grounds for Disputing a Will

For families with a loved one receiving disability assistance, an inheritance can have unintended and damaging consequences. A well-intentioned gift can disrupt eligibility for essential government benefits, often outweighing any short-term financial gain. 25 Jun

Cautionary Tale: Estate Planning for a Loved One With a Disability

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

Just about anything that a client says to their lawyer is protected by solicitor-client privilege. This is a cornerstone of our legal system and a fundamental right in Canada. In practice, however, exceptions to privilege are commonplace when the client is deceased. 18 Jun

How Privileged are Estate Planning Discussions with Your Lawyer?

Whilst there are some proposals for reform, the effects of a predatory marriage are wide ranging and very difficult to undo legally. It is therefore the best approach for a concerned family to keep in touch with their relative and to act swiftly where a predatory marriage is suspected... 16 Jun

Predatory Marriages: Is Law Reform Coming to the UK?

Understanding Undue Influence: Estate Law Canada 23 May

Understanding Undue Influence: Estate Law, Canada