Gift to non-existent charity sends man’s estate to court
Simple errors in your will can land your estate with an unwanted date in court, as a recent Nunavut case shows. While inaccuracies such as a misidentified beneficiary or misspelled…
Don’t forget your debts in estate planning
When you get past the squeamishness of confronting your own death, it can be rewarding to think about how to allocate all of your major financial, physical and sentimentally valuable…
Mother must pay occupation rent to live in deceased son’s condo
Renting property to family can get awkward quickly, but things could get even messier for your heirs unless you’ve documented the arrangement. Pick an estate disputes at random from the…
Partial intestacy allows woman’s abuser to inherit from her estate
Drafting a will is just the first step towards a successful estate plan. In order for your wishes to actually be carried out after your passing, you need to check…
Beware joint ownership risks during estate planning
Testators should know the risks before using joint ownership as an estate planning tool. There are certainly good reasons for owning property jointly with a beneficiary – top among them its…
$1.9-million estate goes unclaimed in B.C.
Normally when I write about a multi-million-dollar estate, it’s in the context of an ugly fight between the beneficiaries of a wealthy person that has made the news or ended…
Succession planning a must for lawyers
Lawyers need to practice what they preach and implement a succession plan that kicks in when they are no longer willing or able to continue in the profession. Sole and…
New trust reporting rules on their way
Trusts are getting more transparent. Since 2018, the Federal government has been planning to chip away at the privacy of a wide variety of trust types. Legislation originally slated to…
Canada’s common-law couple boom calls for estates action
Canada’s common-law couple boom must be matched by a wave of new estate plans if spouses want to be protected when their partners die. Over the last few decades, common-law…
Big changes, small impact as probate process overhauled
Applying for probate in Ontario has just become a little simpler, but it’s still not an attractive prospect for estate trustees. The provincial government recently announced changes to the Rules…
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