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Court Need Not Always Order a Fiduciary to Account

In an earlier blog by fellow blogger Jasmine Sweatman, she commented on the emerging principle of proportionality in our judicial system and how it might impact on a fiduciary’s duty to pass accounts.  She queried: Where does proportionality “fit” with the right of a beneficiary of an estate or trust  to review and make inquiries of the […] Read More

Contested Passing of Accounts, Estate Administration, Estate Litigation, Passing of Accounts

When Is It Too Late To File A Notice Of Objection To The Appointment Of An Estate Trustee?

In a recent case, the court had to determine if a notice of objection to the issuance of an appointment of an estate trustee could be filed after summary judgment had been granted, striking another objector’s objections as invalid and a certificate of appointment had been issued to the estate trustees. By way of background, the Read More

Costs, Court Procedure, Estate Litigation, Limitation Period

Enzo the Mixer

May an attorney for property mix his own funds with that of the incapable person? The short answer is: never. But the consequences for a well-meaning but ill-advised client might not be as dire as we litigators sometimes would expect. In the recent case of Villa v. Villa 2013 ONSC 2202, two brothers, Renzo and Enzo Villa, clashed Read More

Advice to Executors and Trustees, Estate Administration, Estate Litigation, Executor Compensation, Power of Attorney
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