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 [...]

In discussing the roles that need to be filled when creating an estate plan we often spend a great deal of time talking about the role of the Estate Trustee (“ET”). Siblings who were [...]

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, [...]

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 [...]

In this previous blog, Diana Tebby provided an overview of the process of applying for probate or, as she points out, what is now called making an “Application for a Certificate of Appointment of [...]

Your Estate Plan Let’s first address the elephant in the room! Dying. You will die, I will die, we all will die. It may not be tomorrow, or next week, or for many years, but the trouble is, we [...]

Acting as the estate trustee of a loved one’s estate can be an onerous and thankless job. Most estate trustees will be quick to add that often times it’s not an honour but a burden. It comes with [...]