Categories
- Appeals
- Canada's Anti-Spam Legislation
- Capacity
- Costs
- Court Procedure
- Estate Administration
- Estate Litigation
- Capacity Litigation
- Contested Passing of Accounts
- Court Applications to Interpret a Will or Trust
- Court Applications to Remove an Executor / Estate Trustee
- Court Applications to Vary a Trust
- Dependant’s Relief Claims
- Estate Trustee During Litigation
- Guardianship Applications
- Other Claims & Remedies Against Estates
- Solicitor’s Negligence
- Spousal Elections
- Will Challenges
- Estate Mediation
- Estate Planning
- Family Cottage
- Forms of Relief
- In The News
- Joint Assets
- Legal Resources
- Limitation Period
- Mediation
- Power of Attorney
- Trusts
- Uncategorized
- Valuation of Estate Assets
Posts By: Jacob Kaufman
22 ResultsBorn Out of Wedlock, Still Out of Luck
Should someone be excluded from inheriting from an estate simply because they were born out wedlock? With “a good deal of regret”, Justice Gray of the Superior Court of Justice concluded in Koziarski v. Sullivan that the answer was “yes”… with respect to wills made before March 31, 1978. Jadwiga Koziarski died on February 15, 2016…read more
Rectification of Wills Unchanged By Supreme Court
In Canada (Attorney General) v. Fairmont Hotels Inc., 2016 SCC 56 (and its Quebec civil code counterpart Jean Coutu Group (PJC) Inc. v. Canada (Attorney General), 2016 SCC 55), the Supreme Court of Canada shook up the tax world by limiting the availability of rectification to prevent unwanted tax consequences. These decisions will undoubtedly have…read more
Home? Or a Retirement Home? The Court Must Decide
An elderly woman suffers from dementia. Her two children are both her attorneys for property and personal care. Both have diametrically opposed plans for where she would live. In Walter Burnat v Mary Bosworth et al, 2016 ONSC 2607 (S.C.J.) the court had to decide whether the mother – Olga – would continue to live…read more
A Most Peculiar Charity
The United Kingdom’s top 25 charities by investments include charities for the promotion of health, education and religion. Number 23 on the list stands out for its rather unusual purpose. The National Fund is dedicated to paying off the UK’s national debt. But there’s a catch: the assets of the National Fund can only be…read more
When is a Handwritten Will Valid?
Linda was cleaning up her deceased sister-in-law Cynthia’s new apartment when she discovered a document inside a Sobeys bag. It was in the deceased’s handwriting and discussed distributing her property upon her death. It named Linda as executrix. As Linda continued to clean Cynthia’s residence she found another such handwritten document (this time, tucked away on…read more
A Judge’s Three Tips to Improve Scheduling Appointments
I had the privilege of hearing the Honourable Justice Thomas McEwen of the Ontario Superior Court of Justice speak at The Advocates’ Society’s Estates Litigation Networking Reception on November 23, 2015. Justice McEwen sits in Toronto and is currently the Civil Team Leader. Justice McEwen noted that the system of 9:30 a.m. scheduling appointments on the…read more
Supreme Court Dismisses Expert Witness Appeal
As I previously blogged, the Court of Appeal for Ontario held in Westerhof v. Gee Estate, 2015 ONCA 206 that witnesses with special expertise who give opinion evidence not formed for the purposes of litigation do not have to comply with the strict procedural requirements for expert witnesses. The losing party sought leave to appeal…read more
Actions to be Dismissed for Delay on January 1, 2017
A doomsday cult believes the world will end on January 1, 2017 (at least according to the British press). If the earth somehow survives, we will need to face the consequences of another event occurring on that date: the dismissal for delay of numerous actions without notice. Rule 48.14 of the Rules of Civil Procedure…read more
Nova Scotia repeals “habitual drunkard” law
Until earlier this month, Nova Scotia had a statute on the books called the Inebriates’ Guardianship Act, R.S.N.S. 1989, c. 227 which allowed for the court to appoint a guardian over a “habitual drunkard”. While Nova Scotia has other statutes which allow the Court to appoint a guardian for a person found to be incapable,…read more
When is an expert witness not an expert witness?
In Westerhof v. Gee Estate, 2015 ONCA 206, the Court of Appeal for Ontario heard appeals from Westerhof v. Gee Estate and McCallum v. Baker, two car crash cases which explored the nature of expert witnesses. The Court of Appeal concluded that witnesses with special expertise who give opinion evidence not formed for the purposes…read more