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The Major-Minor
In a previous blog (found here), I commented on the role of the Office of the Children’s Lawyer (the “OCL”) in representing the interests of a child under the age of 18, in cases in Ontario involving estates and trusts. There are various nuances to the OCL’s role in such matters. While settlements impacting minors…read more
What are the Steps in an Uncontested Guardianship Application?
When an elderly parent loses the ability to make financial or care decisions on his own, families often rally together. The adult children may find they are able to execute financial and care decisions for their parent on an informal basis, and this informal management will continue until a bank or medical facility refuses to…read more
Can a Will Outline Be Admitted to Probate?
Sections 3 and 4 of the Succession Law Reform Act, R.S.O. 1990, c S.26 (“SLRA“) set out requirements for a valid Will in Ontario. The document must be in writing, signed by the testator, in the presence of two subscribing witnesses who watched the testator sign the document. But can the mere outline of a…read more
Considering an Appeal: final versus interlocutory orders
Why does it Matter? Determining whether an order is final or interlocutory is important for litigators considering the proper avenue of appeal. In Ontario, appellate jurisdiction is distributed to two courts. A final order of a Superior Court Justice is appealable to the Court of Appeal as of right, and an interlocutory order is appealable…read more
Retrospective Capacity Assessments
Whether a deceased person had testamentary capacity to execute his or her will is a question often raised in estate litigation and is the subject of many will challenges. A contemporaneous assessment of a testator’s capacity is not always conducted, and sometimes, even if such an assessment was done, it may be flawed or unreliable…read more
Opting Out: Submitting Rights to the Court
Sometimes an individual who has an interest in an estate (i.e. a beneficiary), does not want or need to participate actively in the litigation. The application or action may name the individual as a respondent or defendant but not seek any relief against her. The individual may be named as a party in the litigation…read more
Ontario Welcomes New Tort of Family Violence
Dear Readers, You may remember my previous blog of February 2021, where Ontario welcomed the new tort of internet harassment. The recognition of new common law torts is not an everyday occurrence. Coincidentally, a year later, in February of 2022 Ontario welcomed another new tort: the tort of family violence. After an intensive 11-day trial,…read more
The ETDL and You
Estate litigation cases often deal with multifaceted issues where family members feud about a variety of matters. Will challenges, dependant relief applications and passings of accounts are a few of the types of disputes which result in extensive, protracted and lengthy litigation. In such circumstances, parties often look to appoint an estate trustee during litigation…read more
“Separated” Spouses and Intestacy
The law is constantly evolving and being refined. Most recently, a provision was added to Part II of the Succession Law Reform Act (the “SLRA”), which deals with how an estate is to be distributed when there is no will. In particular, on January 1, 2022, section 43.1 was amended to add that there is…read more
Holographic Wills and Incorporation by Reference
In Re Lacroix Estate, 2021 ONSC 2919, the Ontario Superior Court of Justice considered whether a testator’s handwritten note could incorporate by reference the testator’s unsigned but initialed typewritten Will. Facts On May 19, 2020, during the height of the COVID-19 lockdown, Rebecca Stephanie Lacroix contacted a solicitor, Margaret Opatovsky. Ms. Lacroix advised that she…read more