NAVIGATING FINANCIAL INSTITUTIONS DURING ESTATE ADMINISTRATION

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This post has been written by Alannah Harricharan, a Law Clerk at Fasken LLP. “Why haven’t the banks provided the information yet? We already sent them the Will and death certificate.” This is a question estate trustees often ask during the administration of an estate. Many estate trustees assume that providing a death certificate and a copy of the deceased’s Will (if one exists) will be enough to obtain account….

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Estate Administration, Executors, Wills

Dying Without a Will in Québec, Part 3: De Facto Spouses Do Not De Facto Inherit

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Scotiatrust

This blog post was written by: David Toledano, Estate and Trust Consultant, Scotiatrust Montreal According to Statistics Canada[1], Quebec has the highest proportion of common-law couples in the country, nearly 43%, and with it one of the most persistent misconceptions in estate planning: that a surviving common-law partner will automatically inherit from a partner who dies without a Will (i.e. intestate). This is the third article in our series on….

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Estate Planning, Spouse, Wills

Suspicious Circumstances in Power of Attorney Disputes

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Malcolm Burrows

I recently presented at the 29th LSO Estates and Trusts Summit (October 20, 2026) on the topic of suspicious circumstances in power of attorney disputes, along with my co-panelist, Shalom Cumbo-Steinmetz. Below are some of the key take-aways from the presentation. The doctrine of suspicious circumstances is traditionally associated with will challenges; however, the doctrine transcends into other areas of estates law, and specifically, to power of attorney disputes. Across….

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Capacity Law, Courts, Estate Litigation, Family Conflict, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Uncategorized, Undue influence

When Majority Rules Is Not Enough: Childs v. Childs

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This blog post was co-authored by Latoya Brown, Associate, and Madison Milanczak, Student-at-Law, at Fasken LLP. Appointing multiple estate trustees requires more thought than simply choosing who will act. It also requires considering how decisions will be made when they disagree. A majority-rules clause may help, but it offers no solution to an evenly divided vote. In Childs v. Childs, 2026 ONSC 801, that gap, combined with longstanding family conflict,….

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Courts, Estate Administration, Estate Litigation, Estate Planning, Executors, Trustee, Trustee Disputes, Wills

The Canadian Judicial Council Releases Guidelines on Artificial Intelligence

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Regardless of opinions, feelings, or fears, AI is here and legal practitioners need to adapt our systems accordingly. The use of AI in the practice of law presents opportunities but also challenges. The same is true for the courts. This has been recognized by the Canadian Judicial Council (the “CJC”), which is the national body that oversees federally appointed judges in Canada. Last month, the CJC released a report titled….

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Uncategorized

Canadian Trust Filing a California Tax Return?

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Scotiatrust

Canadian trustees may be surprised to learn the Canadian trust they are administering may nevertheless become subject to California income tax. This is because under the California Revenue and Taxation Code section 17742, a Canadian trust’s income may be subject to California income tax in certain circumstances, including where a beneficiary has a non-contingent interest and is a California resident. Indeed, California’s treatment of out-of-state trusts based solely on a….

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Trustee, Trusts, US Taxes
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