Rebecca Studin

This issue was recently considered by the Court in Re Pregent Estate, 2025 ONSC 7208 (CanLII). Roberta Anne Pregent died on February 8, 2024 in Kingston, Ontario. She left a last will and testament dated April 12, 1973, executed in Quebec, where she resided at the time. The will attached a handwritten “amendment” dated February 10, 1998, “to reflect the present situation”, signed in Ontario. Ms. Pregent’s daughter applied to….

In Yurkiw Estate (Re), 2025 BCSC 1026 (CanLII), the Supreme Court of British Columbia clarified the scope of an estate trustee’s file that must be disclosed to beneficiaries. On November 21, 2024, the court ordered Heritage Trust, the estate trustee of the estate of David Thomas George Yurkiw, to produce its “entire file” to one of the beneficiaries of the estate, except for “any documents over which solicitor client privilege can….

In the recent decision of The Estate of Joan R. McAteer, deceased, 2025 ONSC 1197, the Court outlined an attorney for property’s fiduciary obligations to account to the beneficiaries of the incapable person’s estate upon their death. When John Joseph McAteer died, attorneys for property managed the assets of his incapacitated wife, Joan McAteer, until her death. Following Joan’s death, their son, also called John McAteer, brought an application to….

This blog was written by Ruth Paul, student-at-law The recent decision in May v. Alsousi et al., 2025 ONSC 795 (CanLII) reiterates that when establishing a trust, attention should be paid to the legal requirements of that particular trust, as failure to do so risks denying a beneficiary access to the trust. Qasem Mahmud (the “Deceased”) died in June 2017 without a Will. In September 1988, the Deceased signed a….