Archive for the ‘Family Conflict’ Category

King Lear: Lessons in estate and succession planning, capacity and family dynamics

Friday, August 29th, 2014

The Stratford Festival has included ‘King Lear’ among this year’s performances.  ‘Lear’, of course, is the poster boy for older adults who use poor judgment in determining how and when to distribute their assets to their children.  The opening of King Lear reveals the King’s intent to divest his kingdom ...

What’s Done is Done?

Monday, July 7th, 2014

As a lawyer whose area of expertise is estate planning I am often asked about “simple” strategies to avoid or reduce the amount of probate taxes that may be payable on an individual’s death. (Probate is the process to confirm the validity of an individual’s Will. It is not ...

Reaffirmation of Testamentary Freedom in Ontario

Thursday, June 26th, 2014

A recent decision of the Ontario Court of Appeal, Verch Estate v. Weckwerth, reaffirms the autonomy of Ontario testators to distribute their estates as they wish provided that their statutory obligations are fulfilled. In this case, which was brought to my attention by a post on Lynne Butler’s Estate Law Canada ...