Articles

A strategy for how elder parents can manage joint bank accounts from the perspective of a professional executor.

Not all income splitting is allowed in Canada, but one tax planning strategy to consider involves a prescribed rate loan as explained here.

Sometimes an executor has to administer an estate asset when the original Will is not available. Here's a tip.

In October 2021, The Law Commission of Ontario released the first part of its report on how professionals and organizations can better serve clients regarding end-of-life care. The list here summarizes the recommendations relevant to health and estate lawyers.

The Trusted Contact Person reforms by Securities, Life Insurance and Banking regulators are designed to overcome privacy barriers which limited proactive steps by advisors and dealers to protect investors in specified circumstances. Although the progress is uneven, policies are moving in the right direction.

Further regulation is required to protect vulnerable homeowners from door-to-door sales practices. Some homeowners rent equipment and later discover a lien was registered against their property. The cost of removing that lien to "buy out" the contract is often a shock to those homeowners.

A recent seminar offered by seasoned estate and family law practitioners highlighted the intersection between estate disputes and family law. Amelia Liu provides a succinct summary of the discussion.

Recent case law: predatory marriages and the test for capacity in Ontario. Does the current threshold for capacity to marry encourage predatory marriages?

Recent case law in Ontario illustrates how the Courts exercise their gatekeeping function to ensure litigants in Will challenges meet a minimum evidentiary threshold. These cases provide important guidance for counsel and parties preparing for similar threshold motions.