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Let’s Talk About Court Ordered Capacity Assessments

Can one’s capacity be assessed against their will? The recent Ontario Superior Court of Justice decision in Erlich v. Erlich, 2018 ONSC 2911 sets out a useful overview for how and under what circumstances a court may order a person to undergo a capacity assessment, be they willing or otherwise. Background Robert Erlich (“Robert”) is […]

Capacity

40oz. to Testamentary Freedom

Is the fact that one is a chronic alcoholic enough to deprive them of their testamentary freedom? In Dujardin v. Dujardin, 2018 ONCA 597, the Court of Appeal for Ontario explored this issue when it was tasked with determining the validity of two wills that were executed by a known drunkard. Background Jacques Henry Dujardin

Capacity, Estate Litigation, Will Challenges

So I Dub Thee Unforgiven

Dueling banjos might get more attention ‘round most parts, but dueling promissory notes can be just as exciting. Take the promissory notes that were at issue in the Ontario Superior Court of Justice case Lacasse v. Middleton, 2018 ONSC 3461 (CanLII). In that case, the Court was called upon to determine a winner between two

Estate Litigation

Ere the Son Rises

Ere the Son Rises What is an adult child to do when his or her parent is no longer capable of managing their property? They may, for one, consider applying to the Ontario Superior Court of Justice for the appointment of a Guardian of Property. In Ballinger v. Marshall, 2018 ONSC 3020 (CanLII), a devoted

Capacity

A RULE OF INCONVENIENCE?

A centuries’ old practice gives personal representatives one year after the death of a deceased to wind up the deceased’s estate[1]. This is often called the “executor’s year”. However, in today’s world, it frequently takes more than one year to administer an estate. What happens if a personal representative does not or is not in

Estate Administration
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