Estate Litigation

Action? Application? What’s the Difference?

Litigation comes with its own jargon which is not easy to decipher. In Ontario a lawsuit/court proceeding is categorized as either an action or an application. What’s the difference? The terms are defined in the Rules of Civil Procedure, but these definitions are not terribly useful at first blush; an action is defined as “a

Estate Litigation, Trusts

I do not like the estate trustee/executor – can I get rid of them?

Can you apply for the removal of the estate trustee? Section 37(3) of the Trustee Act provides the court with legislative authority to grant an order removing an estate trustee upon the application of: -any executor or administrator desiring to be relieved from the duties of the office, or -any executor or administrator complaining of

Advice to Beneficiaries, Advice to Executors and Trustees, Court Applications to Remove an Executor / Estate Trustee, Estate Administration, Estate Litigation, Trusts

Does a Joint Bank Account Go to the Survivor or the Estate?

The Law of Resulting Trusts What happens to jointly owned assets following the death of one of the joint owners? In the normal course, full ownership passes to the surviving owner.[1] However, this result may seem unfair where only one of the owners paid for the property or, in the case of bank accounts, only

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Litigation, Forms of Relief, Joint Assets, Legal Opinions on Estate Administration, Other Claims & Remedies Against Estates

The Rights of a Surviving Spouse – Spousal Election

I just finished watching Mrs. America, the recent TV series that chronicles the fight by women in the 1970s to enshrine the Equal Rights Amendment (ERA) in the US Constitution. First proposed in 1921, the ERA sought to mandate equality between men and woman. In 1972, Congress passed the ERA, but they could not obtain

Dependant’s Relief Claims, Estate Administration, Estate Litigation, Forms of Relief, In The News, Limitation Period, Other Claims & Remedies Against Estates, Spousal Elections, Valuation of Estate Assets
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