When someone manipulates a vulnerable person into changing their estate plan, affected family members may challenge the documents based on undue influence. 15 Apr

Undue Influence: Proving Someone Manipulated an Estate Plan

A rightful inheritance can absolutely be stolen, and it happens more often than most people realize. Learn about the warning signs and what legal steps you can take to recover what's yours. 04 Apr

How Can You Tell if Someone is Trying to Steal Your Inheritance?

Estate litigation lawyers across Canada are seeing a steady increase in undue influence estate disputes. Families are more frequently questioning whether a will truly reflects a loved one’s wishes or whether someone exerted pressure behind the scenes. 23 Mar

Steady Increase in Undue Influence Estate Disputes in Canada

Elder financial abuse can take many forms. According to the "Safe & Savvy" guide —developed to help vulnerable adults, in Australia, avoid scams and fraud— here are 10 of the most common types of financial abuse... 08 Dec

10 Most Common Types of Elder Financial Abuse: Australia

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

Relatives more prepared than ever to take costly legal action to fight for what they feel is 'their due slice' of family wealth— Attempts to have a will ruled invalid have surged 61% in five years... 23 Oct

Family Feuds Over Inheritances Surge 61% in UK

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

Recognizing these scams enables you to more effectively safeguard your interests during probate. If you feel any fraud is being committed, here's what you need to know... 06 Sep

Common Probate Scams: Recognizing Fraudulent Activities

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