Seeking Court Approval of a Settlement in Writing

by: , January 16, 2024

Minors and incapable persons are protected in a variety of ways in Ontario’s court system. One form of protection comes through Rule 7 of Ontario’s Rules of Civil Procedure (the “Rules”). In particular, subrule 7.08(1) provides: “No settlement of a claim made by or against a person under disability, whether or not a proceeding has…read more

He said, she said, hearsay

by: , July 31, 2023

The basic rule of evidence is that all relevant evidence is admissible. However, there are exceptions to this basic rule. One of the main exceptions is the rule against hearsay. But what exactly is hearsay? Today’s blog post will be a very basic overview of a complicated, tricky legal concept. What is hearsay? In R….read more

Keeping Things Informal

by: , July 17, 2023

An estate trustee has an ongoing duty to keep track of funds coming into and flowing out of an estate, and to keep beneficiaries reasonably apprised. Unfortunately, in estate litigation, we are often confronted with cases wherein estate trustees fail to advise the beneficiaries of the financial activity in an estate. As such, it is…read more

Who to Sue?

by: , June 5, 2023

Launching a lawsuit and deciding to proceed with litigation is a big decision which requires thought and attention. One of the first matters to consider is who is going to be named as a respondent or defendant to a proceeding. In estates litigation, generally, any individual or entity with a financial interest in an estate…read more

Rule 49 Settlement Offers

by: , April 18, 2023

As lawyers, we try to encourage our clients to take a reasoned and reasonable approach when it comes to pursuing (or not pursuing) ongoing litigation. There are times when there is no choice but to resolve a dispute in court, and there are times when settlement is the best avenue. However, when and on what…read more

The Consent and Capacity Board

by: , March 13, 2023

Capacity is often a key component of estate litigation, especially in the context of guardianship and attorneyship disputes. These fights are, for the most part, heard before the Superior Court of Justice. And yet, there is an administrative board with ‘capacity’ built into the name – the Consent and Capacity Board (“CCB”). What is the…read more

Lost or Destroyed Wills

by: , February 6, 2023

Sometimes original last wills and testaments can become lost or destroyed.  But the original is required for an application for a certificate of appointment of estate trustee, or is otherwise needed to establish the authority of the estate trustee(s) or gifts in the will. Rule 75.02 of the Rules of Civil Procedure, RRO 1990, Reg…read more

Choose Your Attorney Wisely: A Cautionary Tale

by: , December 6, 2022

Selecting your attorney for property is not a decision to be taken lightly. An attorney for property is a fiduciary, holds a position of trust, and can do anything with your money and property that you could do yourself , except make a Will. Needless to say, your attorney should be trustworthy, financially responsible, and…read more

The Litigation Guardian

by: , November 30, 2022

Rule 7 of the Ontario Rules of Civil Procedure, R.R.O. 1990, Reg. 194 provides, in part, that unless the court orders or a statute provides otherwise, a proceeding shall be commenced, continued or defended on behalf of a party under disability by a litigation guardian. Generally, a party under disability is a minor (i.e. a…read more

What is the Role of Section 3 Counsel?

by: , November 11, 2022

If an individual whose capacity is in issue in proceedings under the Substitute Decisions Act (“SDA”) does not have counsel,  the court may direct the Public Guardian and Trustee (“PGT”) to arrange legal representation for that person. Pursuant to section 3 of the SDA,  the alleged incapable person is deemed to have capacity to retain…read more