Estate Litigation

The Paul Penna Estate: Summary Judgment Appealed

Introduction In an earlier edition of Deadbeat,[1] I wrote a case comment on the decision of Greer J. granting partial summary judgment in the Estate of Paul Penna.[2]  The decision was appealed.  As recently reported in the Ontario Reports, the Court of Appeal (“C.A.”) dismissed the appeal.[3]  What follow is a consideration of the C.A.’s

Court Applications to Remove an Executor / Estate Trustee, Estate Litigation

When to Mediate

I recently attended a client meeting where the issue of mediation was hotly debated.  My client expressed reluctance in participating in a process with a party that my client regarded as intransigent and obstinate.  My client also thought that proposing mediation would suggest to the other side that our case was weak and we were

Estate Litigation, Estate Mediation

Choosing a Mediator

Mediation is a common occurrence in estate litigation.  Mediation is also popular in other areas, including family law and even commercial litigation.  When choosing a mediator, I look for the following characteristics: Knowledgeable (has to know the law) Experienced at mediating (too many “wannabes”) Litigation savvy (knows the true costs and challenges of litigation) Empathetic

Estate Litigation, Estate Mediation

Assessing Testamentary Capacity

An article was published in the American Journal of Psychiatry in May 2007 and can be found at  www.ajp.psychiatryonline.org. Among other things, the article considered the common cognitive screening tests used by the medical profession to assess testamentary capacity. By way of introduction, the article states: Clinicians and legal experts must understand that cognitive tests

Capacity Litigation, Estate Litigation
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