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A Brief Review of Solicitor’s Negligence
Claims against solicitors for negligence often arise in the context of estates cases, whether it be the failure of a lawyer to ensure that a testator’s wishes are accurately reflected in his/her will, to neglecting to confirm the testator had the requisite capacity and was not subject to undue influence in executing his/her last will….read more
The Benefits of Comprehensive Releases
When combatants settle a lawsuit, they often exchange mutual releases – that is, they release each other from all and any possible claims arising out of the issues raised in the litigation. However, releases can be the bane of a lawyer’s existence when it comes to getting the words just right. Clients don’t think they…read more
No Undue Influence, Says Court of Appeal
Rita and her late husband Frank built a successful business together in the course of their lengthy marriage. Unfortunately, there is a struggle between Rita’s twin sons (both named Jean) over who should act as their mother’s attorney for property, devastating both the family’s finances and relationship. The Court of Appeal dismissed an appeal of…read more
Born 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
Unjust Enrichment and Mutual Benefits
Unjust enrichment is when one person is “enriched” at the expense of another’s monetary contributions or efforts otherwise without a legal reason. Determining whether one party was unjustly enriched can be complicated where the parties mutually benefit from each other’s assets or actions. In its recent decision of Granger v Granger, the Ontario Court of…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
The PGT and the Case of the Missing Estate Trustee
While a will offers a way to ensure your assets pass to your chosen beneficiaries on death, not everyone dies with a will. When this happens, the Succession Law Reform Act (Part II) sets out who are the beneficiaries of the estate, while the Estates Act (section 29) ranks in order of priority who may…read more
Baby boomers set to receive the largest intergenerational wealth transfer in Canadian history
A new report this month by CIBC Capital Markets estimates that Canadians between the ages of 50 and 75 will receive a record $750 billion in inheritance in the next decade. They’ll receive it thanks to the growing number of Canadians over the age of 75 – the cohort has been calculated at just over…read more
A Failure to Compensate: What is a Quantum Meruit Claim and How Can It Be Proven in Court?
A claim in quantum meruit is sometimes made in the estates litigation context by a disappointed beneficiary. The words quantum meruit literally mean “as much as deserved.” The claimant argues that he or she deserved compensation from the deceased for work that was done but was not properly compensated for under the deceased’s will. In…read more
What an Estate Trustee Needs to Know About Firearms
An estate trustee is tasked with disposing of the assets of an estate. A trickier situation arises when the deceased owned firearms. Strict rules govern the ownership and disposal of firearms in Canada, and trustees must take care to ensure they do not inadvertently break the law (and take necessary safety precautions). The disposition of…read more