Are Cheques Payable To Beneficiaries A Valid Substitute For A Will?
People will do all sorts of things to try to get out of the probate fees associated with transferring property after a death. What...
Who Pays The Tax If You Inherit An RRSP?
We all know that putting money into an RRSP defers taxes. It is only when the money is withdrawn that the income tax becomes due and...
Is A Lover Entitled To Dependent's Support From A Deceased's Estate?
Can a romantic partner - even one in an apparently close and loving relationship for several years - make a claim for dependent's relief...
Will A Disappointed Beneficiary's Law Suit Against The Deceased's Lawyer Succeed?
Last Will and Testaments, like plans, change. Those changes mean increases to some and decreases to others. If a beneficiary's share of...
28 Year Old Separation Agreement Insufficient To Prevent Claim For Dependent's Relief Against Es
There is a general belief that separation agreements promote finality between a divorcing couple and allow both parties to move on. ...
Estate Trustees May Not Extort Releases From Beneficiaries
Sometimes a well-meaning (or not-so-well-meaning) estate trustee will try to circumvent the formal requirement of passing the estate's...
Acting In Own Interest Proves Costly for Estate Trustees
I have previously written that accepting the role of estate trustee can be more headache than honour. This is especially true when the...
You Snooze, You Might Lose Your Dependent's Claim
A recent Ontario Superior Court decision illustrates that if you delay in bringing a claim against an estate, asserting that you were a...
You Really Shouldn't Have! - Do You Have To Accept What Is Given in A Will?
What happens if you are named in a will as the recipient of something but you do not want it, or, you want someone else to receive it. ...
How Long Do I Have To Wait To Get My Inheritance?
One of the most awkward questions I am asked following the death of a loved one, is how long a beneficiary has to wait before s/he gets...