Archive for the ‘Estate Litigation’ Category

Estate and Trusts with Foreign Properties and/or Transactions: Reporting Implications – an update

Wednesday, April 2nd, 2014

In a recent blog, I wrote about the annual reporting obligations to the Canada Revenue Agency (“CRA”) on trusts with foreign properties and/or transactions. I cautioned that it was important to stay out of the “penalty” box in this regard. Some rule changes have been introduced, some for the better ...

Costs and Proportionality: Marcus v. Cochrane 2014 ONCA 207

Wednesday, March 26th, 2014

The Ontario Court of Appeal’s decision in Marcus v. Cochrane (released March 20, 2014) provides a clear statement of the court's willingness to take a hard look at the proportionality of costs awards, and reduce costs substantially, if necessary. The appeal arose out of a claim that Louise Marcus (“Marcus”) brought ...

Helen Kilitzoglou et al v. Shannon Cure et al

Thursday, March 20th, 2014

In the case of Helen Kilitzoglou et al v. Shannon Cure et al there were many issues litigated all dealing with the estate of Al Cure (“Al”) and the decisions he made prior to his death.  Although, this blog only addresses one of those many issues it is a case ...