Estate Administration

Total 510 Posts

Why Estate Administration Now Feels Like a Never-Ending Series

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Scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust If you have ever watched a true crime documentary or investigative series, you know the familiar structure. A death sets the story in motion. A Will appears. Family members gather, each with their own questions, assumptions, and expectations. By the end of the episode, the mystery is resolved and the estate seems to fall neatly into place before the….

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Estate Administration, Estate Administration and Probate Applications

Holiday Reflections: The Importance of Estate and Incapacity Planning

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This blog post was written by Mohena Singh, Associate at Fasken LLP. The holiday season often brings cherished time full of gift exchanges, gatherings with family, and a break from work. Amid the festivities, it’s also an opportune moment to discuss estate and incapacity planning – a topic that, while rarely broached at the dinner table, is vital for protecting your family’s future. The cautionary tale of Vaccaro v. Vaccaro….

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Estate Administration, Estate Litigation, Estate Planning, Wills

Growing Families, Closed Classes: A Primer on Understanding Timing in Estate Gifts

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Today’s post by Brianna Fable-Watson, Articling Student Gowling WLG (Canada) LLP Estate planning documents often use broad phrases such as “to X’s children” “to grandchildren”, or “issue” when making gifts. While convenient, these terms can unintentionally create uncertainty especially when family circumstances change between the signing of the will and the testator’s death. A Common Scenario Rob, a thoughtful and organized individual, drafts his will. In it, he leaves shares….

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Estate Administration

The Stages of an Estate Administration – Part 1

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Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken. Having worked in this field for over 10 years now, I’ve definitely done my fair share of estate planning, but not nearly enough estate administration. Now, after a long hiatus, I’m stepping back in and starting to notice that things have definitely changed. The process and steps involved in an administration can be overwhelming for those of us working….

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Estate Administration, Estate Administration and Probate Applications, Executors, Practice Management

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

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Today’s blog is the last 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. The first two parts of this series introduced….

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Estate Administration, Executors, Trustee, Trustee Compensation

Presumption of Resulting Trusts: Lessons from Atkins v Chamberlain for Joint Accounts

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Today’s post was written by Nina Fainman-Adelman, Associate and Ashely Thornton, Articling Student, Gowling WLG (Canada) LLP Resulting trusts is an equity-based tool for reallocating property when legal joint title does not reflect the intentions of a testator who held the property or account jointly with another individual. A resulting trust responds to the absence of donative intent: equity presumes that a transferor did not intend to make a gift….

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Estate Administration, Estate Litigation, Joint Tenancy
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