Changes to Probate Application Materials Coming in 2022
Download the Solicitor’s Tip of the month of November below.
Changes to Probate Application Materials Coming in 2022 Read Post »
Court Status Certificates
Sometimes, following a change or devolution in executorship, we run into the question of howwe should properly document a new
Court Status Certificates Read Post »
Options in Responding to an Application to Pass Accounts
Historically, when served with an Application Record to pass accounts, beneficiaries had two realoptions: (1) to object to the passing
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Irrevocability of Trusts
Clients will often seek our assistance in settling inter vivos trusts (also known as “living trusts”)to allow for the assistance
Irrevocability of Trusts Read Post »
Further Guidance on Beneficiary Designations
A previous tip highlighted the importance of documenting client instructions whenever dealingwith gifts to independent adult children, whether an inter
Further Guidance on Beneficiary Designations Read Post »
Ontario’s Estate Laws are Changing – Part 2
As we reported last month, Bill 245 (the Accelerating Access to Justice Act) received Royal Assent in April 2021. Schedule
Ontario’s Estate Laws are Changing – Part 2 Read Post »
Ontario’s Estate Laws are Changing – Part 1
In late April 2021, Bill 245 (the Accelerating Access to Justice Act) received Royal Assent.Schedule 9 to Bill 245 provides
Ontario’s Estate Laws are Changing – Part 1 Read Post »
Recent Updates to Estate Legislation Regulations
With all the changes and anticipated changes coming to Ontario’s estate legislation announced this year,some of these important developments have
Recent Updates to Estate Legislation Regulations Read Post »
Updated Probate Rules for Small Estates
In 2015, the Law Commission of Ontario released its final report for the Simplified Procedures for SmallEstates. Since that time,
Updated Probate Rules for Small Estates Read Post »
Documenting Wishes Regarding Gifts to Adult Children
Download the Solicitor’s Tip for the month of August 2020.
Documenting Wishes Regarding Gifts to Adult Children Read Post »