Wait Until the Coffin Is Closed Before Trying To Remove An Estate Trustee
What happens if you expect to inherit under an existing will but believe that the estate trustee will create problems. Are you required...
This Estate Trustee Must Go?
I have written before questioning whether being named as estate trustee is a headache or an honour. https://www.linkedin.com/pulse/honour...
Purchase v Gift: Inter-generational Wealth Transfer Is Cautionary Tale For Lawyers
A recent Ontario Court of Appeal decision provides a cautionary tale for lawyers who provide estate planning and tax restructuring advice...
Trustee Might Pay Personally For The Failure to Meet Estate Obligations
I have written before that being named an estate trustee might be more headache than honour. See: https://www.linkedin.com/pulse/honour...
Common Law Spouse Not Mentioned In Will; What Now?
Almost everyone expects that, absent separation or estrangement, a married spouse is entitled to share in his or her deceased spouse's...
Honour or Headache? Considerations If Named As Estate Trustee
As first blush, it seems like an honour; the will of a friend or family member names you as estate trustee. The deceased has named you,...
Have Second Thoughts Before Accepting A Gift Under A Will
Accepting a gift under a will or assisting in the administration of an estate will likely prevent you from later challenging the validity...
An Estate Trustee Pays A Beneficiary Too Much - Now What?
What happens if an estate trustee makes a mistake and fails to pay all of the estate's debts and obligations before making a payment to a...
2 Ways That A Will or Bequest Is Void On Public Policy Grounds
Challenges are launched against Wills on a regular basis for a variety of reasons. One of the rarer grounds to bring a challenge is that...
Public v. Private: After Death
Many people would be horrified at the thought of publically disclosing their finances. All too often, this is precisely what occurs...