All About Estates

Gillian Fournie

Total 18 Posts Website
Gillian is a lawyer with de VRIES LITIGATION LLP. Her practice focuses on the area of trusts and estates litigation. gfournie@devrieslitigation.com

Friends Helping Friends – Then Forgetting About It

When asking a friend for a financial favour, people often fail to document their actions and decisions as thoroughly as they should – the trust people have in their friends frequently translates into a belief that they do not need to pay attention. Regardless of whether the trust was deserved,…

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Issue Estoppel – Stopping a Second Kick at the Can

The discovery of holographic wills always send up red flags to estates litigators, especially when the holographic will is a dramatic departure from the prior distribution of the estate. While questions of fraud immediately come to mind, there may also be a limitations problem if the holographic will is found…

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Medical Emergency Cards – A Logical Follow-up to POAPCs

As regular readers know, we occasionally invite guest bloggers to contribute to All About Estates  Today’s blog was written by Norman Bowley, a partner and chair of the Estates and Succession Group at Low Murchison Radnoff LLP . In my wallet you will find a plastic card the size of a credit…

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The OPGT and the Case of the Missing Estate Trustee

As regular readers of this blog well know, not everyone dies with a will. When this happens, the Succession Law Reform Act (Part II) sets out who are the beneficiaries of the estate, while the Estates Act (section 29) ranks in order of priority who may apply to be estate…

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Don’t Look a Gift House in the Mouth

“A resulting trust arises when title to property is in one party’s name, but that party, because he or she is a fiduciary or gave no value for the property, is under an obligation to return it to the original title owner.” Pecore v Pecore (SCC). In 1969, Luisa immigrated…

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When Business Agreements Masquerade as Trusts

Trusts are tricky – they can arise in circumstances where none of the parties involved ever use the word “trust.” There is good reason for this; often the settlor of the trust and the trustee are laypeople who can describe the type of relationship they wish to create, but are…

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Motion to Approve Settlement – A Fine Balance

Rule 7.08 of the Rules of Civil Procedure states that no settlement of a claim involving a person under disability is binding on that person unless the settlement is approved by a judge. Why court approval of settlements is necessary is succinctly summarized in Wu Estate v Zurich Insurance Co.: “The purpose…

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Application For Directions – Breaking The Impasse

Impasses between co-trustees, which are not uncommon, have serious results. They can lead to a standstill in the administration of a trust or estate, to the detriment of the beneficiaries. In those circumstances, the court may decide the issue and direct the trustees on how to move forward. Such was the case in Squillace v Sampogna.

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Passing of Accounts – Delay and Lost Rent

Applications to pass accounts are a formal review process of an estate trustee’s (or other types of trustee or guardian) actions in administering an estate. The application is started by the estate trustee, on notice to all beneficiaries of the estate. The beneficiaries are given the opportunity to scrutinize the…

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Challenging Will Challenges – Can they be estopped?

Will challenges are the cornerstone of estate litigation; indeed, they define the practice area. The reasons for launching a will challenge are relatively fixed: lack of testamentary capacity and undue influence being the most common. Another way of challenging a will is to have it “proved in solemn form.” By…

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