Orders for Directions in Estate Litigation

by: , October 7, 2014

Orders for directions can be sought at any time where appropriate in the context of estate litigation. However, parties typically seek such an order at the outset of the litigation. Moreover, it usually becomes apparent to the parties early on that many will or POA challenges, which are commenced by way of notice of application,…read more

Court Allows Delay in Will Challenge

by: , September 29, 2014

When someone tries to challenge a will in court, undue delays on the challenger’s part can be fatal to their claim. The Rules of Civil Procedure, Ontario’s legal procedure guidelines, say that a civil claim can be dismissed for delay if, after the initial pleadings stage, the action isn’t set down for trial within six…read more

Bozo Eruption of Secret Tapes: A Litigator’s View

by: , June 4, 2014

We have been hearing a lot lately about secret audio/video footage – from late night wild rants at the Steak Queen to a pro-life liberal MP chided by a conservative sympathiser into calling Justin Trudeau’s recent stance on abortion a “bozo eruption”. If you google the words “secret taping”, a list of smart phone products appear,…read more

Claims Involving Land Enjoy Extended Limitation Periods

by: and , June 3, 2014

McConnell v Huxtable (ON CA) is a family law dispute with implications for estates and trust law. The parties were in a relationship from 1993 to 2007 – they were not married and did not have children together. The common law husband bought and sold two houses during the relationship and owned a third home…read more

Claims By or Against Estates Expire After Two Years

by: and , May 14, 2014

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),…read more

Increasing Access to Justice through Orders for Directions

by: and , May 13, 2014

The Supreme Court of Canada has emphasized access to justice as one of the top concerns facing the legal profession today (see our blog post summarizing the Supreme Court’s decision, Hryniak v Mauldin).  Justice Brown of the Ontario Superior Court has made practical the Supreme Court’s directives in Re Estate of Ireni Traitses. Re Estate…read more

You Can’t Have It All: Hybrid Trials, Limited Discovery, and Modest Estates

by: , May 8, 2014

Lorraine Coombs died on April 27, 2012, leaving an estate worth approximately $756,249.00.  Her Last Will and Testament left her house and the residue of her estate to one of her four daughters, Susan Coombs (“Susan”).  Two of her other daughters, Diane Fergueson (“Diane”) and Charlene Coombs (“Charlene”), each received $60,000 and another daughter, Donna…read more

What Not to Wear: Court Edition

by: , December 16, 2013

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

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

by: , November 20, 2013

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

Lawyer’s Questionnaire Admitted to Probate as a Will

by: , November 4, 2013

Courts are sometimes asked to determine if a “testamentary-like” document is a will.  In British Columbia, an executor brought an action to prove in solemn form that a questionnaire that the testator (“Ms. Garnett”) filled out and signed before two witnesses shortly before her death was a will that could be submitted for probate. Ms. Garnett was…read more