Business And Estate Succession
Your Will(s): Why and when should you have more than one
In Ontario, it is possible to have not one, but two (or more) wills. Having more than one will is a common estate planning strategy…
Common Will Myths: Debunked
November is “Make a Will Month” in Ontario. In the spirit of raising awareness for how essential it is to have a Will, I thought…
Significant Changes in Ontario Estates Law
A number of changes to Ontario’s inheritance law have recently been implemented in an effort to modernize the practice of estate law. These changes came…
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…
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]…
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…
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….
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…
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…
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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