Wills – Page 35 – All About Estates

Probate Points to Remember Part 2 – Some Additional Tips

Betty Laidlaw • December 18, 2020 • 1 Comment

In my blog Probate Points to Remember – A.K.A. Names and More – All About Estates of October 16, 2020, I shared from my list of “Probate Points to Remember”. I provided tips regarding how to name individuals, including the deceased, executors and beneficiaries, such as when using “also known as” names, in applications for certificates of appointment of estate trustee (“Probate Applications”). The purpose of the list is to….

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POST MORTEM PLANNING: AGAIN MORE GOOD NEWS

Steven Frye • November 24, 2020 • 0 Comments

CRA will allow post-mortem pipeline transactions to continue, which will allow individuals to avoid double tax on disposition of certain assets…..

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Business Succession Planning, Canada Revenue Agency, Estate Administration, Estate Planning, Executors, In the News, Investments, Property, Real Estate, Small Business, Succession Planning, Tax Issues, Uncategorized, Wills

Who Gets Served?

Gillian Fournie • November 18, 2020 • 0 Comments

Do you have to serve all respondents with all materials filed in an application? Only if the person has filed a notice of appearance or the court orders otherwise…..

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Contested wills, Disability, Estate Litigation, Family Conflict, Practice Management, Wills

Electronic Wills in Ontario: Growing Interest, Growing Need, or Growing Concern?

Demetre Vasilounis • November 13, 2020 • 0 Comments

A few months ago, I was sent this article in the Globe and Mail.[1] The article explores the notion of introducing legislation to legalize electronic wills in Ontario. Although some of us here in the estates and trusts world have experience deducing what the positives and negatives of electronic wills might be, I found the article interesting because it represents an instance where the discussion surrounding electronic wills is making….

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Contested wills, Estate Planning, Wills

Spousal Election – The Right of the Survivor

Justin de Vries • October 28, 2020 • 1 Comment

In Ontario, the Family Law Act (“FLA”) regulates the division of property and the availability of spousal support on separation or death. ….

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Contested wills, Dependant Support, Estate Litigation, Estate Planning, Executors, Family Conflict, Property, Real Estate, Spouse, Succession Planning, Wills

Probate Points to Remember – A.K.A. Names and More

Betty Laidlaw • October 16, 2020 • 1 Comment

As I have prepared applications for certificates of appointment of estate trustee (“Probate Applications”) over the years, I have kept a list that I call “Probate Points to Remember”. The purpose of this list is to remind me of how I have handled certain practical matters on Probate Applications. In today’s blog, I will share some of these tips regarding names, including “also known as” or AKA names. It is….

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Estate Administration and Probate Applications, Wills