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Reasons for Exercising Discretion

In a discretionary trust, the trustees are given complete discretion concerning distributions of income or capital.  The trustees may have the discretion to choose the timing of the distributions, as well as the recipients, amounts, and conditions of the distributions.  The trustees may also have the discretion to exclude any one or more of the Read More

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Enforcement of Foreign “Guardianship” Orders

In today’s international economy, it is not uncommon for a person to have assets in many countries. However, this gets complicated when a person becomes incapable of managing their property. Until the recent case of Fisher v. Danilunas, 2025 ONSC 4359, there has been little guidance regarding the enforcement of foreign orders relating to a Read More

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The Legal Risks of Secret Trusts

In Ontario, any trust that is intended to take effect upon a person’s death must typically be in writing, as it forms part of the will. According to the Succession Law Reform Act, a will must be in writing to be valid – and this includes any trusts it incorporates. Once a will is probated, Read More

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