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What Not to Wear: Court Edition

Effective November 18, 2013, there are some important procedural changes affecting estate, trust, and capacity matters in Toronto. For some time now, the Toronto court has maintained a separate “Estates List” to hear all matters relating to the administration of trusts and estates and substitute decision making.  As an estates litigator, I have been an Read More

Court Procedure, Estate Litigation

When A Custody Battle Turns into Competing Guardianship Applications

In a recent Ontario case, divorced parents each sought sole guardianship of their mentally incapable adult daughter. The parents, who divorced in the 1980s, were unable to work together as joint guardians of their 42 years old mentally incapable daughter (“Isabella”). While both parents, who are now in their 70s, agreed that it would be ideal Read More

Capacity Litigation, Estate Litigation, Guardianship Applications

The General Who Would Be King

I recently travelled to Washington, DC. I was again reminded of the grandeur of a capital city and how well the Americans celebrate their past, Founding Fathers, and assorted heroes. American myth making can be beguiling. I had the opportunity to tour the Capital Building and George Washington’s ancestral home, Mount Vernon. It was at Read More

Advice to Executors and Trustees

Proper Lawyer Behaviour on Discovery, in the Age of Rob Ford

Examinations for discovery can afford an excellent opportunity to determine the strength of the opposing party’s position. The discovery process also provides a chance to see a lawyer’s oral advocacy skills in action. But sometimes, a lawyer’s behaviour has the effect of disrupting the discovery process. In Tondera v. Vukadinovic, 2013 ONSC 6888 (CANLii), defence counsel Read More

Costs, Court Procedure

When Will the Court Appoint an ETDL?

The recent endorsement of Justice Greer in McColl v. McColl illustrates the broad authority of the Court to appoint an Estate Trustee During Litigation (ETDL), and where warranted, to dispense with the requirement that the ETDL post a bond. The deceased was survived by his second wife, ex-wife and son from his first marriage.  At the time Read More

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