Business And Estate Succession

Real Considerations When Contemplating Writing A Beneficiary Out Of A Will

Will Considerations & Beneficiaries Testators have the ability through the instrument of a Will to dispose of all of the assets held by their estate…

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Real Considerations When Contemplating Writing A Beneficiary Out Of A Will

Will Considerations & Beneficiaries Testators have the ability through the instrument of a Will to dispose of all of the assets held by their estate…

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Beneficiary Designations and resulting trusts

In 2018, the Federal government introduced Bill C-78 (the “Bill”), which proposed significant changes to the law governing post-divorce parenting, specifically to the Divorce Act[i]…

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Beneficiary Designations & Resulting Trusts

Registered Assets Designations The 2020 case of Calmusky v Calmusky https://www.canlii.org/en/on/onsc/doc/2020/2020onsc1506/2020onsc1506.html?autocompleteStr=calmusky&autocompletePos=1  has created an uproar among estates practitioners with respect to beneficiary designations on registered accounts. In this…

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Will Your Spouse Be Entitled To Your Gift Or Inheritance?

Spousal Inheritance Entitlements Equalization is the process of dividing assets to help address the financial disparity between two spouses after the breakdown of their marriage….

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Estate & Trust Disputes: Risks for Trustee

Common Estate Trust Issues Estate litigation is an emotionally charged area of law. While family disputes over inheritance are nothing new, we are seeing more…

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Some Disclosure About Non-Disclosure

NDA Goals & Obligations Let’s say that you have a great idea that you want to take to the market and you want to work…

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Joint Ownership With An Adult Child: Does it Avoid Probate Tax?

Probate Taxes & Joint Assets More often than not, I am asked whether it makes sense for elderly parents to add an adult child as…

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Choosing Your Estate Trustee

Choosing the Right Estate Trustee When making your Will, one of the most important decisions you will make is who to appoint as the estate…

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Married with Children But No Will: Read On

Death & Intestate Residue Rules Are you married with children, but do not have a Will? If you were to be crushed by a meteor…

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