But We Had a Deal – Overview of the Law on Motions to Enforce a Settlement

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Generally, many of the estate litigation cases we see settle before the hearing of the application or before the matter proceeds to trial. However, quite often, minutes of settlement are not executed at the time an agreement is reached. Indeed, cases are sometimes resolved late in the evening or there is an agreement in principle or signed settlement terms, with a formal agreement to follow. While parties may be able….

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Contracts, Estate Litigation, Family Conflict, Uncategorized

Trust Lending to a Beneficiary

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There may be instances where a beneficiary has an immediate need to access funds held in trust yet, the terms of the trust prevent the trustees from proceeding with an income or capital distribution to such beneficiary. In such a situation, if the deed of trust grants the right to the trustees to make a loan, it may be appropriate for the trustees to consider lending an amount to the….

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Loans, Trustee, Trusts

April is Parkinson’s Awareness Month

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April is Parkinson’s Awareness month. Parkinson’s disease is the second most common neurodegenerative disease after Alzheimer’s that affects the brain and cognitive function. While care management for Alzheimer’s and other dementias often gets more visibility, Parkinson’s disease can be just as complex to manage. With an aging population, the incidence of Parkinson’s is increasing, so estate planning advisors need to understand the disease process and assist clients in how to….

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Caregiving, Elder Management, Smart Ageing

COTTRELL A MUST-READ FOR VALUING THE INTEREST OF A BENEFICIARY IN A DISCRETIONARY TRUST

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This blog has been written by Darren Lund, a partner at Fasken LLP In Ontario, trust law and family law have for some time taken very different approaches to valuing the interest of a beneficiary in a discretionary family trust. For trust lawyers, a beneficiary’s interest in a discretionary family trust is a “mere expectancy”. Beneficiaries who are part of the class of discretionary beneficiaries have a right to be….

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Estate Planning, Family Conflict, Property, Separation, Trusts, Uncategorized

When Philanthropy Offends

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Rueben Wells Leonard was an early Canadian tycoon straight out of central casting. He was a pioneering philanthropist whose views created controversy in life and after death.  His story is a key part of Canadian philanthropic history, and it contains some relevant lessons for today. The Man Born in 1861 and trained as a civil engineer, Rueben Wells Leonard struck it rich in 1904 after finding a massive silver deposit….

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Philanthropy/Charitable Giving, Uncategorized

When will the Court Pass Over an Estate Trustee?

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In the recent case of Sassano v. Iozzo, 2024 ONSC 1517, the Court reviewed the applicable legal principles regarding passing over an estate trustee, and found that in the circumstances of the case, it was appropriate to pass over one of the named co-estate trustees. In this case, the applicant sought, among other relief, the removal of the respondent, her sister, as an estate trustee of their mother’s estate. Their….

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