Brown Bag Lunch – November 15, 2022

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

The November Brown Bag Lunch saw a number of members of the OBA’s Trusts and Estates Section gather to discuss recent developments and interesting practice questions.

The meeting began with one BBLer sharing that the practice direction for the Estates List is apparently in the process of being amended to indicate that going forward, confirmation forms must be submitted 5 business days before the hearing by 8:30am. As of the date of the BBL, the practice direction still stated only that the confirmation forms must be filed 5 business days before, without specifying a particular time. Despite this, Court staff had advised at least one person that their form filed after 8:30am 5 business days before the hearing was late.

There was also a brief discussion about the status of the CRA’s position on requiring tax returns for bare trusts. Several attendees shared their views that they expected the requirement would still come into effect at some point.