Can an estate trustee move to strike a beneficiary’s Notice of Objection to Accounts in the face of their Application to Pass Accounts, based on any of the Limitations Act, 2002, and/or laches and acquiescence? This was the discreet, though important, issue considered by the Ontario Superior Court of Justice in Wall Estate, 2018 ONSC
Should someone be excluded from inheriting from an estate simply because they were born out wedlock? With “a good deal of regret”, Justice Gray of the Superior Court of Justice concluded in Koziarski v. Sullivan that the answer was “yes”… with respect to wills made before March 31, 1978. Jadwiga Koziarski died on February 15, 2016
While a will offers a way to ensure your assets pass to your chosen beneficiaries on death, not everyone dies with a will. When this happens, the Succession Law Reform Act (Part II) sets out who are the beneficiaries of the estate, while the Estates Act (section 29) ranks in order of priority who may
An estate trustee is tasked with disposing of the assets of an estate. A trickier situation arises when the deceased owned firearms. Strict rules govern the ownership and disposal of firearms in Canada, and trustees must take care to ensure they do not inadvertently break the law (and take necessary safety precautions). The disposition of
Peggy Bush, a 72-year-old Victoria B.C. resident, lost her husband David to cancer in August. Peggy, who David left his entire estate to, was able to transfer the title of their house and car to her name without issue by using a notarized death certificate and a copy of the will. The only asset Peggy
