Articles 2021

Today
Today

Interpreting in Equal Shares Per Stirpes: The case of Jonas v Jonas

  • March 04, 2023
  • Jennifer A.N. Corak, Minden Gross LLP

In the case of Jonas v Jonas, the Ontario Court of Appeal considered the proper interpretation of a Will’s residue clause. Jennifer Corak reviews the decision, including the trial judge’s application of the “armchair rule” in light of the ambiguity of the clause in question.

Student Forum, Trusts and Estates Law

2022 in Review from your Public Affairs Liaisons

  • March 04, 2023
  • Krystyne Rusek, Pallett Valo LLP and Angelique Moss, Casey & Moss LLP

The Trusts and Estates Law Section’s Public Affairs Liaisons, Krystyne Rusek and Angelique Moss, provide an informative update on current and upcoming legislative changes and public affairs issues.

Student Forum, Trusts and Estates Law

Brown Bag Lunch – February 21, 2023

  • March 04, 2023
  • Rebecca Kennedy, Adair Goldblatt Bieber LLP

The February Brown Bag Lunch meeting saw OBA members gather to discuss interesting topics such as when a joint account should be considered an estate asset, and how to deal with a client whose deceased parent was living a “double life”. Members also received an update on the OBA’s response to recent developments in the LSO’s Access to Innovation Project.

Student Forum, Trusts and Estates Law

Brown Bag Lunch – January 17, 2023

  • March 04, 2023
  • Rebecca Kennedy, Adair Goldblatt Bieber LLP

In January, members of the OBA Trusts and Estates Section met for the monthly Brown Bag Lunch. As always, BBLers had a lively discussion addressing a variety of topics and questions about members’ practices, with practitioners always willing to share their thoughts and experiences.

Student Forum, Trusts and Estates Law

Brown Bag Lunch – December 20, 2022

  • March 04, 2023
  • Rebecca Kennedy, Adair Goldblatt Bieber LLP

At the December Brown Bag Lunch meeting, OBA members gathered to discuss interesting practice questions, including participants’ views on mutual Will agreements, and the Court’s recent treatment of affidavits in support of a request to dispense with a bond.

Student Forum, Trusts and Estates Law

New Options for Proof of Service

  • February 25, 2023

As of January 30, 2023 a lawyer's certificate of service may be used as an alternate method of proof of service where service was effected by, or caused to be effected by the lawyer.

Student Forum, Trusts and Estates Law

Estate Planning for Millennials and Gen Z: Tips from Practitioners

  • January 04, 2023
  • Demetre Vasilounis, Fasken Martineau DuMoulin LLP

A proper estate plan is just as important for Millennial and Gen Z individuals as it is for older generations. However, Millennial and Gen Z clients may have unique estate planning considerations, including non-traditional assets such as cryptocurrency or collections. Some aspects of an individual’s relationships or sexuality may also require special attention in creating an estate plan. Demetre Vasilounis reviews some of these factors as discussed at a recent CPD program.

Student Forum, Trusts and Estates Law

Q&A with Doreen So

  • December 22, 2022
  • Rebecca Kennedy, Adair Goldblatt Bieber LLP

In this first of a series of interviews with our colleagues in the estates bar, we are getting to know a bit more about Doreen So, an estate litigator and partner at Hull & Hull LLP.

Student Forum, Trusts and Estates Law

Ontario Estates Bench-Bar Liaison Committee Meeting Minutes - October 17, 2022

  • December 22, 2022
  • Ontario Estates Bench-Bar Liaison Committee

The Ontario Estates Bench-Bar Liaison Committee held their regularly scheduled quarterly meeting in October 2022. At this meeting, committee members considered various issues, including the next steps towards drafting a consolidated provincial practice direction for estates, possible amendments to the estates forms, and processing times for over-the-counter motions and applications for a certificate of appointment of estate trustee.

Trusts and Estates Law

Dependant’s Support: What Factors Determine a “Settled Intention” to Treat a Person as a Child of the Family?

  • December 22, 2022
  • Rebecca Kennedy, Adair Goldblatt Bieber LLP

The recent decision in P.C.L., by her Litigation Guardians, E.C. et. al. v The Estate of B.L. et. al. considered in what circumstances a person will be found to have demonstrated a “settled intention” to treat an individual as a child, particularly in the context of a SLRA dependant’s support application. Notably, in this case, the court distinguished between an intention and a settled intention, and found on these particular facts that there was no settled intention.

Student Forum, Trusts and Estates Law