Costs

The Costs of Litigation and the Loser Pays Principle

When new clients embarks on litigation (to challenge a will or to remove an executor, for example), one of the first questions I am asked is whether they can recover their legal fees or costs from the estate or trust (as we all know, litigation can be expensive). The expectation is that the estate or

Costs, Court Applications to Interpret a Will or Trust, Court Applications to Remove an Executor / Estate Trustee, Court Procedure, Estate Litigation, Estate Mediation, Forms of Relief, Mediation, Other Claims & Remedies Against Estates, Will Challenges

A Touch of Modernity

In its costs decision for Campbell v. Evert (previously blogged about here), the Ontario Superior Court of Justice further distilled the rationale and policy reasons informing the “modern approach” to fixing costs in estate litigation. Background As frequent readers of this blog may recall, Dr. Ewert (the “Deceased”) passed away in 2011. She left behind

Costs, Court Applications to Interpret a Will or Trust, Court Procedure, Estate Litigation, Will Challenges

When is a Handwritten Will Valid?

Linda was cleaning up her deceased sister-in-law Cynthia’s new apartment when she discovered a document inside a Sobeys bag. It was in the deceased’s handwriting and discussed distributing her property upon her death. It named Linda as executrix. As Linda continued to clean Cynthia’s residence she found another such handwritten document (this time, tucked away on

Costs, Court Applications to Interpret a Will or Trust, Estate Litigation, Will Challenges

Claims By or Against Estates Expire After Two Years

The decision of the Ontario Divisional Court in Cerqueira Estate v Ontario provides a useful discussion of the differences between the limitation periods in the Limitation Act and in the Trustee Act.  Whereas limitation periods under the Limitations Act begin running as soon as the cause of the claim is discovered (the principle of discoverability),

Costs, Court Procedure, Estate Litigation, Other Claims & Remedies Against Estates
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