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The Paul Penna Estate: Summary Judgment Appealed

Introduction In an earlier edition of Deadbeat,[1] I wrote a case comment on the decision of Greer J. granting partial summary judgment in the Estate of Paul Penna.[2]  The decision was appealed.  As recently reported in the Ontario Reports, the Court of Appeal (“C.A.”) dismissed the appeal.[3]  What follow is a consideration of the C.A.’s

Court Applications to Remove an Executor / Estate Trustee, Estate Litigation

The Importance of Documenting a Settlement

In the context of estate litigation, mediation, as well as pre-trial conferences, often leads to settlements.  The importance of carefully documenting a settlement should not be overlooked.  Where required, a Rule 7 motion (court approval of a settlement where a party is under a disability) will have the effect of forcing the parties to document

Estate Mediation

When to Mediate

I recently attended a client meeting where the issue of mediation was hotly debated.  My client expressed reluctance in participating in a process with a party that my client regarded as intransigent and obstinate.  My client also thought that proposing mediation would suggest to the other side that our case was weak and we were

Estate Litigation, Estate Mediation
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