Listen to this week’s episode:
Featured in this episode of the Hull & Hull Debrief:
- Li-Mei Mayer explores how Ontario courts apply the minimal evidentiary threshold for will challenges, using Johnson v. Johnson to show why suspicion or disappointment alone is insufficient to force a will to be proved in solemn form. READ NOW
- Mandana Niknejad analyzes recent federal relief from trust reporting obligations, outlining proposed exemptions and deferrals which significantly reduce T3 filing burdens for bare trusts and certain low‑value or family trusts. READ NOW
- Next, Mandana Niknejad examines amendments to Ontario’s Succession Law Reform Act that allow guardians and attorneys, in narrow circumstances, to preserve an incapable person’s existing beneficiary designations during plan conversions. READ NOW
- Suzana Popovic‑Montag reviews what types of property can and cannot be placed into an alter ego trust, highlighting asset‑specific risks and tax consequences that require careful, asset‑by‑asset analysis. READ NOW
Hull & Hull Debrief is a weekly roundtable discussing the law and updates published by Hull & Hull LLP. Published each Friday, a link to this discussion will be found in the e-mail provided to our subscribers, for a quick and easy update on issues concerning trusts, estates and capacity issues. If you have any questions or comments regarding the Hull & Hull Debrief please contact Doug Higgins, Hull & Hull LLP: dhiggins@hullandhull.com