A Case Comment: Janicek v Janicek October 12, 2018 Melissa Grover, Arkin Estate Law An analysis of the recent Ontario Court of Appeal decision in Janicek v. Janicek, 2018 ONCA 679, with respect to the interpretation of terms of a Will pertaining to the division and sale of a family farm.
A Case Comment: Estate Trustees’ Personal Liability for Costs in Sweetnam v. Lesage October 12, 2018 Matthew Furrow, Goddard Gamage LLP A critical analysis of Sweetnam v. Lesage and the risk of severe cost consequences to estate trustees who take unreasonably adversarial positions in litigation.
Brown Bag Lunch – September 18, 2018 October 04, 2018 Noah Weisberg, Associate, Hull & Hull LLP, and Chris Cieslik, Articling Student, Hull & Hull LLP, Highlights from the September 2018 Brown Bag Lunch including a discussion on Re Milne and the posting of administrative bonds.
What's New in Pensions & Benefits July 04, 2018 Evan Shapiro and Michelle Rival New guidance from FSCO on biennial member statements and SEPP to JSPP conversions, a PRPP member guide from OSFI, and updates from CAPSA...
Message from the Section Chair, Caroline Abela, and 2017-2018 Executive Year End Reports June 28, 2018 Caroline Abela Section Chair, Caroline Abela, provides a message to the Trusts and Estates Law Section and reports on the activities of the Section's committees for the 2017-2018 OBA executive year.
Brown Bag Lunch - May 2018 May 23, 2018 Noah Weisberg, Associate, Hull & Hull LLP, Brennan Caldwell, Summer Student, Hull & Hull LLP, The May BBL discussion included delays in getting probate, mutual funds gifted to charities, jointly held, second-to-die life insurance policies, the use of hotchpot clauses in certain situations, and compensation for Attorneys for Property.
A Rule of Inconvenience? May 16, 2018 Anna Alizadeh, de VRIES LITIGATION LLP When administering an estate, one should be mindful of the dual effects of the executor’s year and the rule of convenience. This article discusses the recent Ontario Court of Appeal case of Rivard v Morris and when an interest payment of five per cent per year on specific bequests may be payable from the residue of the estate.
Life Insurance Joint Tenants May 10, 2018 Corina Weigl, Fasken LLP Joint ownership of property is one of the most commonly used strategies for property ownership in the context of developing an estate plan. There are specific nuances that must be addressed when dealing with jointly owned life insurance.
Brown Bag Lunch - April 2018 May 10, 2018 Noah Weisberg, Associate, Hull & Hull LLP, Alyssa Mitha, Student-at-Law, Hull & Hull LLP, During the April BBL, the group discussed a number of issues, including the impact of posthumous conception on estate planning, revocation clauses, and submitting a court certified copy of a will to probate where the original will was retained in the jurisdiction in which it was originally probated.
Federal Budget 2018: Trust Reporting Requirements and Compliance April 23, 2018 Brittany Sud In this article the author highlights the proposal in the 2018 Federal Budget to increase reporting requirements for trusts and the penalties for failure to comply.