Estate Planning

My Sister Died Without a Will – What Happens Now?

A will allows an individual to decide in advance who will administer her estate and who will receive her assets when she dies. Testamentary freedom is guaranteed to all Canadians, meaning we are free to choose who will benefit from our estates: family members, friends, pets, charities, or our favourite sports team. (Note that most […]

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Planning, Other Claims & Remedies Against Estates, Probate

Stuart v. Stuart: When Spouses “Separate” Due to Changing Medical Needs

Separation for medical reason affects married spouses whom are forced to live apart due to one’s changing medical needs or deteriorating health. In Stuart v. Stuart, 2019 ONSC 4328, the Ontario Superior Court of Justice was asked to assess how a physical separation due to a spouse’s admission to a long-term care facility impacts the

Estate Planning, Joint Assets, Passing of Accounts

Testamentary Freedom – A Fundamental Right?

Whether testamentary autonomy is a constitutionally protected right has not been considered by the courts … until now. The rules of testamentary succession (i.e. wills and estates) are governed by provincial law. While each province and territory has its own set of statutes, most have imposed some requirements that the deceased make “adequate provision” for

Court Applications to Interpret a Will or Trust, Dependant’s Relief Claims, Estate Planning, Forms of Relief, In The News, Legal Opinions on Estate Administration, Other Claims & Remedies Against Estates

Supreme Court Blesses Henson Trusts

The Supreme Court of Canada has given its blessing to Henson Trusts (fully discretionary trusts set up to not impact the beneficiary’s social assistance benefits) in S.A. v. Metro Vancouver Housing Corp., 2019 SCC 4. I previously blogged about this case when it was before the Court of Appeal. The Metro Vancouver Housing Corporation (the

Estate Litigation, Estate Planning, Trusts

Milne Estate (Re)visited

The decision of Milne Estate (Re) (“Milne”) caused a stir among the members of the estates bar and solicitors who draft wills, going so far as to illicit an alert from LawPRO. While the Milne decision (which is under appeal) has garnered a great deal of attention and commentary from lawyers (including Justin de Vries’

Court Applications to Interpret a Will or Trust, Estate Administration, Estate Planning, Other Claims & Remedies Against Estates, Probate, Trusts
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