Estate Litigation

Total 411 Posts

New Tax Rules to Hyphenate Estate Litigation – a Defacto “36 month limitation period”?

There has been a fair amount of discussion about the new rules starting January 1, 2016, and the  tax treatment of charitable gifts after the death of an individual will change significantly. What about the impact on estates that are in litigation? Now, when a gift is made “by will” to a qualified donee  the gift is deemed to have been immediately prior to the death of the individual with….

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Charitable Giving, Estate Litigation

Gifting and Incapacity – A Cautionary Tale

Parents are living longer and gifting money to their children before they die or by way of a last minute will. Distrust and disbelieve inevitably arise. The courts are called upon more and more to settle family disputes with all of the attendant rancor and costs. The case of Foley v. McIntyre helps sorts out some of the legal issues. ….

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Estate Litigation, Estate Planning, Joint Tenancy, Succession Planning, Testamentary Capacity

Privacy Rights, Public Access and Sealing Orders

Litigants in estates proceedings are sometimes concerned that sensitive and private information – though relevant to the court proceedings – will be made publicly available once filed with the court. Litigants may wonder whether that information can be kept “under wraps”. Indeed, our courts retain the ability to prevent information and documentation from being available to the public; the provisions restricting public access to hearings and documents are found in sections….

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Estate Litigation

Insurance Policies, Separation Agreements, and Death

The process of separating from one’s spouse is never easy. Beyond the emotional toll, assets must be divided and it may be necessary to make plans for ongoing spousal and child support. Even after a settlement has been reached, death can derail the best laid plans. Such was the case in Dagg v Cameron (Estate), 2015 ONSC 6134. Stephen Cameron died in 2013 of cancer. He was residing with Evangeline….

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Dependant Support, Estate Litigation
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