Adult Children Caring for Aging Parents
I was fortunate to have the opportunity to participate in a panel discussion on CBC’s show “On the Money” last …
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Lundy v Lundy Estate: Delay in Seeking Extension to Make Family Law Act Election
Under the Family Law Act, R.S.O. 1990, c. F.3 (the “FLA”), section 6(1), when a spouse dies leaving a will,
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When There Just Isn’t Enough to Go Around: Abatement and Ademption
In a perfect situation, a deceased person’s estate would correspond exactly with the gifts as set out in his or
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What is a Disclaimer?
Receiving an inheritance under a will is a gift, and there is no obligation, as a beneficiary, to accept it.
What is a Disclaimer? Read Post »
Why should we care about fiduciary access to digital assets?
My other two blog posts this week have focused on the utility of model legislation that has been introduced in
Why should we care about fiduciary access to digital assets? Read Post »
What are other jurisdictions doing to facilitate access to digital assets?
Later this week, House Bill 432 will come into effect in Ohio to update state estate and trust administration law.
What are other jurisdictions doing to facilitate access to digital assets? Read Post »
The Lawyer’s Estate Planning Retainer With A Married Couple
As an estate planner and a lawyer, it is important to remember that when creating an estate plan, familial relations
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Mistake as a Basis for a Will Challenge
A testamentary document may be set aside if it is not accurately representative of a testator’s intentions, for reasons such
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Contractual Obligations and Estates
An estate trustee may be bound to a contract previously entered into by the deceased. This duty is distinct from
Contractual Obligations and Estates Read Post »
Removal of an Estate Trustee
If an estate trustee is not fulfilling their duties and is not acting in the best interests of the estate,
Removal of an Estate Trustee Read Post »