November 2025

The AARP BankSafe Dementia Hub: A Timely Resource for Financial Advisors

• • 0 Comments

Fraud prevention isn’t just a seasonal topic anymore. From AI-assisted scams to grandparent cons, the volume and sophistication of fraud targeting older adults is growing. Even the most financially savvy clients are vulnerable. Now, imagine how these risks escalate when someone is experiencing cognitive decline. We’re seeing more conversations in the media and on social platforms, which serve as reminders to stay alert, talk to loved ones, and keep up….

The AARP BankSafe Dementia Hub: A Timely Resource for Financial Advisors Continue Reading »

Elder Management

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part One)

• • 0 Comments

Today’s blog is the first in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. In this first part, Caroline provides a general….

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part One) Continue Reading »

Estate Administration, Executors, Wills

The Neverending Story – Joint Accounts

• • 0 Comments
Scotiatrust

This blog post was written by: Alicia Mossington, Estate and Trust Consultant, Scotiatrust London Although almost 18 years have passed since the release of the decision in Pecore, questions about joint ownership of assets in estate planning continue to be the number one items raised by estate planning clients for this author.   In 2025, the saga of estate litigation following joint ownership continues.   In Ontario, the most common….

The Neverending Story – Joint Accounts Continue Reading »

Estate Litigation, Investments, Joint Tenancy, Resulting Trust

No Takebacks

• • 0 Comments

For the average person, the work of an estate trustee can be daunting. Depending on the complexity of the estate, it can be a full-time job unto itself, and it is not uncommon for an estate trustees to renounce their appointment. The case of Chieffallo v. Blair, 2025 ONSC 3411 dealt with an estate trustee who renounced their appointment, then sought to retract their renunciation. Yvone Chieffallo’s Last Will and….

No Takebacks Continue Reading »

Estate Administration, Estate Administration and Probate Applications, Executors, Trustee

Corporate Documentation – Key to Executor

• • 0 Comments

As part of a good estate plan for a business owner, it is important to ensure the business documentation is current and easily accessible to the executor. Keeping up-to-date documentation will minimize the risk of an oversight by the executor or a mistake resulting from obsolete documentation. What documents should be kept current? Here is a non-exhaustive list: Corporate minute book – it is important for the corporate minute book….

Corporate Documentation – Key to Executor Continue Reading »

Uncategorized

Review or Update Your Will Every Few Years—Your Beneficiaries Will Thank You

• • 1 Comment

This blog has been written by JOSEPH STONEHOUSE, litigation associate at Fasken LLP (Toronto) In a recent decision, Justice Myers of the Superior Court of Justice dismissed claims by beneficiaries under a will against the drafter because those claims were brought more than 15 years after the defendant drafted the will. The court determined that, despite the perceived unfairness, the legislative intent behind the Limitations Act necessitated striking the plaintiffs’ claims…..

Review or Update Your Will Every Few Years—Your Beneficiaries Will Thank You Continue Reading »

Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Estate Planning, Executors, Limitation periods, Succession Planning, Wills
Scroll to Top