Where Should You Commence Your Legal Proceeding? 

While litigants are generally entitled to choose at first instance where they commence a legal proceeding, litigants should make sure that the chosen venue has a rational connection to the matters at issue in the proceeding. Otherwise, there is a risk that the judge hearing the matter will transfer the proceeding to an alternative, more appropriate venue, as was the case in Gallant v Rowsell. In Gallant v Rowsell, the….

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Uncategorized

Rogers v. Ferretti: Further Clarification on the Minimal Evidentiary Threshold

In a previous blog post, I discussed the importance of the minimal evidentiary threshold in will challenges. Notably, when document discovery is sought in a will challenge, the moving party must substantiate the release of a deceased person’s personal information, such as medical records and solicitors’ files. The minimal evidentiary threshold protects a deceased person’s privacy and deters disgruntled beneficiaries from commencing fishing expeditions into the deceased’s affairs simply because….

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Uncategorized

The Caregiving Crisis at Work

A woman sits on a couch with her face in her hands, frustrated, sad, burned out.

Over the past decade, a caregiving crisis has been building in the workplace. Currently, 35% of the Canadian workforce or 8 million people, are struggling and juggling their work responsibilities with caregiving duties. It’s a perfect storm: a rapidly aging population living longer with more complex care needs and fewer family members to care for them. The stress of juggling caregiving and work responsibilities is leading to burnout, absenteeism, and….

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Elder Management, Smart Ageing

Finality Matters: Smith v. Bechtel in the Evolving Jurisprudence on Substantial Compliance

This blog was co-authored by Latoya Brown, Associate and Ciaran Sheahan, Student-at-Law at Fasken LLP Ontario courts have, in recent years, considered a growing number of cases addressing the scope of their curative jurisdiction under s. 21.1 of the Succession Law Reform Act (the “SLRA”), following the amendment empowering them to do so. These decisions continue to refine the doctrine of substantial compliance and to provide clarity on what constitutes….

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Charitable Giving, Contested wills, Estate Administration, Estate Litigation, Estate Planning, Succession Planning, Wills

Recent Notable Cases in Estates and Trusts Litigation, 2026

I recently spoke at the Estate Planners’ Council of Halton (EPCOH).  Below is a brief summary of recent and notable cases that Jonathon Vander Zee and I prepared for the EPCOH presentation.  It’s always good to keep up to date.  Enjoy! Cassan v. Giroux, 2026 ONSC 330 Moral obligations matter – the Court will strive to balance a person’s legal entitlement to support with the deceased’s testamentary intentions and moral….

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Estate Litigation, Trusts

Clarification from the Québec Court of Appeal on Access to Testamentary Documents and Notarial Professional Secrecy

This blog has been written by Frédéric Barriault, counsel, at Fasken LLP The decisions in Bigras (Succession de Lefrançois) c. Faille‑Lefrançois (2025 QCCA 481) and Contant c. Rivet (2025 QCCA 831) provide important clarification of Québec law regarding access to testamentary documents and the lifting of the notary’s professional secrecy in the context of challenges to the validity of a will. Both judgments build on prior jurisprudence, particularly Tanzer and….

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Contested wills, Estate Litigation, Testamentary Capacity, Undue influence
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