Trusts

Total 216 Posts

Newlands Revisited: Moving to the Appeal

• • 0 Comments

This blog has been written by Darren Lund, Partner at Fasken LLP In a previous blog, I wrote about the Ontario Superior Court of Justice decision in Lang-Newlands v Newlands, 2024 ONSC 6285. To briefly summarize, the Newlands case considered a number of issues, but the key issue of interest for estate planners is the court’s analysis of an “estate freeze” transaction that occurred during the parties’ marriage. Barbara and….

Newlands Revisited: Moving to the Appeal Continue Reading »

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

Winner/Gagnant!!!!! Six Estate Planning Considerations For Lottery Winners

• • 1 Comment

  You’ve already beaten the odds — now make sure your fortune doesn’t roll the dice without you. Over the years, I’ve had the privilege of helping lottery winners turn sudden wealth into lasting legacies. Here are six key considerations to keep in mind from an estate planning perspective: Assemble a Strong Advisory Team Winning the lottery is thrilling — but it can also be overwhelming and cause immense anxiety…..

Winner/Gagnant!!!!! Six Estate Planning Considerations For Lottery Winners Continue Reading »

Charitable Giving, Estate Planning, Succession Planning, Trusts, Wills

The Pitfalls of Joint Ownership: Transferor Beware

• • 0 Comments
Scotiatrust

This blog post was written by Alicia Mossington, Estate and Trust Consultant, Scotiatrust London Executors in Ontario are often required to obtain a Certificate of Appointment of Estate Trustee (colloquially and historically referred to as “probate”). Although Estate Administration Tax (“probate tax”) is applicable across many jurisdictions in Canada, it is slightly higher in Ontario. This leads many people to take steps to avoid or minimize it.   Joint ownership….

The Pitfalls of Joint Ownership: Transferor Beware Continue Reading »

Joint Tenancy, Resulting Trust, Trusts

(Not So) Happy Little Accidents: The Legal Legacy of Bob Ross

• • 0 Comments

Today’s blog was written by Jessica Butler, Law Clerk at Fasken LLP. Last weekend my husband and I settled in for a typical Sunday night at home – cozy on the couch with a good Netflix documentary. We decided to watch “Bob Ross: Happy Accidents, Betrayal and Greed”. What I didn’t expect was that not even 15 minutes into the documentary, I’d find myself running back to my office to….

(Not So) Happy Little Accidents: The Legal Legacy of Bob Ross Continue Reading »

Business Succession Planning, Contracts, Estate Litigation, Estate Planning, Succession Planning, Trusts

Paws and Plans: Securing your Pet’s Future

• • 0 Comments

Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken LLP. In recent years, I have noticed an increase in the younger generations (specifically my millennial generation) opting to have pets instead of children. This shift can be seen as a result of many economic factors and has ultimately redefined the traditional definition of family. So if pets are effectively “taking the place of” children, shouldn’t they receive similar….

Paws and Plans: Securing your Pet’s Future Continue Reading »

Estate Planning, Trusts, Wills

The Importance of Choosing the Right Trustee: Lessons from Jones v. Jones

• • 0 Comments

Today’s blog was written by Latoya Brown, Associate, at Fasken LLP When it comes to estate planning involving trusts, selecting the right trustee is one of the most crucial decisions. The recent case, Jones v. Jones, 2025 ONSC 695 serves as a poignant reminder of the complexities and potential pitfalls involved in trust administration. This case underscores the importance of choosing a trustee who is not only knowledgeable and capable….

The Importance of Choosing the Right Trustee: Lessons from Jones v. Jones Continue Reading »

Estate Planning, Family Conflict, Trustee, Trustee Disputes, Trusts, Wills
Scroll to Top