Angela Casey

What the Heck is the Deemed Undertaking Rule?

One of the best ways for a litigator to learn is to sit in open court watching other litigators suffer through embarrassing court room experiences.  In one of my early days appearing on the Estates List, I had one such experience, and the litigator’s lesson that day centred on the often-misunderstood deemed undertaking rule. On […]

Estate Litigation

Objections to Trustee Accounts Must Be Specific

In reasons delivered last week in Michipicoten First Nation v. Michipicoten First Nation Community Trust, Justice Varpio emphasized that objections to trustee accounts must be specific.  If objections are too vague, then the objectors run the risk of having their objections struck.  An added risk of delivering vague objections is that the lack of specificity will result

Estate Litigation, Passing of Accounts

Limitation Period Precludes Motion to Set Aside Releases

In the usual litigation battle, a release operates as a “shield” in the sense that if a beneficiary sues an estate trustee, the estate trustee can use the release as a defence.  In Re: Sheard, the estate trustees were able to use signed releases to preclude them from having to pass their accounts for the period

Advice to Executors and Trustees, Estate Litigation, Limitation Period, Passing of Accounts
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