Since 2015, Graduated Rate Estates (GREs) have remained one of the only trusts that are entitled to marginal tax rates, and are the only trust that can choose its own tax year-end under the [...]

I was recently asked this question and thought the recent news of Larry King’s family’s swift turn to litigation over his estate after his passing on January 23, 2021, was a great example of why [...]

I find that one of the most difficult topics that arises in estate planning discussions is the concept of ‘fairness’.  This is particularly true when parents are trying to figure out how to [...]

Toller Cranston, five time Canadian champion figure skater, two time Olympian and Olympic and World medalist, recipient of numerous awards and distinctions, a prolific and world renowned artist, [...]

On February 16, 2021, Attorney General Doug Downey introduced to the Ontario Legislature Bill 245 – the “Accelerating Access to Justice Act”. Having been carried through First Reading, the [...]

Generally when you hear the words Estate Planning, we think of a Will and Powers of Attorney. We also tend to think of this as a task for those individuals in their mid to late years of life, who [...]

Will interpretation cases are always interesting and serve as an important reminder to use great care when drafting estate planning documents. Barsoski v. Wesley was an application for directions [...]

In the recent decision of Dewaele v. Roobroeck et al., Justice Sheard of the Ontario Superior Court of Justice considered an Application brought by a sister to remove her two brothers as [...]

The BC Supreme Court released a decision in 2020 that speaks to the somewhat unusual situation of a testator who has contracted away her right to change her will, even more unusual in its coming [...]

Did you just recently buy a house? Have you just recently had or adopted any children? Better yet, are you alive and over the age of 18? If you answered yes to any of these questions, it’s a [...]