All About Estates

Category: Wills

Total 256 Posts

New Year, New Encounters

Another year, another lockdown. It was not my intention for my first blog of 2021 to concern COVID-19 but, alas, here we are. Although COVID-19 continues to impact our daily lives, new measures have been implemented by the Courts and by Legal Practices to allow us to continue to properly…

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Does the Moral Behaviour of a Dependant Matter in a Dependant Support Claim?

Well-behaved children receive gifts from Santa, and poorly behaved ones just might receive a lump of coal. Does the law on dependant support work the same way?

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When Are You Married?

Most know that you don’t have to be legally married to have a “spouse” for income tax purposes, although legal marriage will work. If you have been living with someone in a conjugal relationship for 12 months or more regardless of your sex at birth, you will be considered spouses…

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Probate Points to Remember Part 2 – Some Additional Tips

In my blog Probate Points to Remember – A.K.A. Names and More – All About Estates of October 16, 2020, I shared from my list of “Probate Points to Remember”.  I provided tips regarding how to name individuals, including the deceased, executors and beneficiaries, such as when using “also known…

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POST MORTEM PLANNING: AGAIN MORE GOOD NEWS

CRA will allow post-mortem pipeline transactions to continue, which will allow individuals to avoid double tax on disposition of certain assets.

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Who Gets Served?

Do you have to serve all respondents with all materials filed in an application? Only if the person has filed a notice of appearance or the court orders otherwise.

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Electronic Wills in Ontario: Growing Interest, Growing Need, or Growing Concern?

A few months ago, I was sent this article in the Globe and Mail.[1] The article explores the notion of introducing legislation to legalize electronic wills in Ontario. Although some of us here in the estates and trusts world have experience deducing what the positives and negatives of electronic wills…

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Spousal Election – The Right of the Survivor

In Ontario, the Family Law Act (“FLA”) regulates the division of property and the availability of spousal support on separation or death.

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Probate Points to Remember – A.K.A. Names and More

As I have prepared applications for certificates of appointment of estate trustee (“Probate Applications”) over the years, I have kept a list that I call “Probate Points to Remember”.  The purpose of this list is to remind me of how I have handled certain practical matters on Probate Applications.  In…

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The Airing of Grievances

Thanksgiving 2020 is a time for gratitude and togetherness. It’s a time for us to reflect on the craziness of these past 8 months and to appreciate the things that we have. For others, it’s a time to gather your family around and tell them all the ways they have…

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