Brown Bag Lunch – September 18, 2018 04 octobre 2018 Noah Weisberg, Associate, Hull & Hull LLP, and Chris Cieslik, Articling Student, Hull & Hull LLP, Highlights from the September 2018 Brown Bag Lunch including a discussion on Re Milne and the positing of administrative bonds.
Message from the Section Chair, Caroline Abela, and 2017-2018 Executive Year End Reports 28 juin 2018 Caroline Abela Section Chair, Caroline Abela, provides a message to the Trusts and Estates Law Section and reports on the activities of the Section's committees for the 2017-2018 OBA executive year.
Brown Bag Lunch - May 2018 23 mai 2018 Noah Weisberg, Associate, Hull & Hull LLP, Brennan Caldwell, Summer Student, Hull & Hull LLP, The May BBL discussion included delays in getting probate, mutual funds gifted to charities, jointly held, second-to-die life insurance policies, the use of hotchpot clauses in certain situations, and compensation for Attorneys for Property.
A Rule of Inconvenience? 16 mai 2018 Anna Alizadeh, de VRIES LITIGATION LLP When administering an estate, one should be mindful of the dual effects of the executor’s year and the rule of convenience. This article discusses the recent Ontario Court of Appeal case of Rivard v Morris and when an interest payment of five per cent per year on specific bequests may be payable from the residue of the estate.
Life Insurance Joint Tenants 10 mai 2018 Corina Weigl, Fasken LLP Joint ownership of property is one of the most commonly used strategies for property ownership in the context of developing an estate plan. There are specific nuances that must be addressed when dealing with jointly owned life insurance.
Brown Bag Lunch - April 2018 10 mai 2018 Noah Weisberg, Associate, Hull & Hull LLP, Alyssa Mitha, Student-at-Law, Hull & Hull LLP, During the April BBL, the group discussed a number of issues, including the impact of posthumous conception on estate planning, revocation clauses, and submitting a court certified copy of a will to probate where the original will was retained in the jurisdiction in which it was originally probated.
Federal Budget 2018: Trust Reporting Requirements and Compliance 23 avril 2018 Brittany Sud In this article the author highlights the proposal in the 2018 Federal Budget to increase reporting requirements for trusts and the penalties for failure to comply.
‘Predator’ Spouse, take note of Hunt v. Worrod 08 avril 2018 Dagmara Wozniak, Siskinds LLP With respect to predatory marriages, too often in the past, the predatory spouse has prevailed because the common law offers limited recourse; that is, until Hunt v. Worrod. Released in December 2017, Hunt v. Worrod may just have changed the legal landscape of predatory marriage in Ontario.
Brown Bag Lunch - March 2018 29 mars 2018 Noah Weisberg and Lindsay Anderson Topics discussed at the March Brown Bag Lunch include wait times for Applications for a Certificate of Appointment of Estate Trustee, the production of medical records, estates involving digital assets, and bitcoin.
Brown Bag Lunch February 20 2018 16 mars 2018 Noah Weisberg, Hull & Hull LLP, Charlotte McGee, Articling Student, Hull & Hull LLP The group discussed a number of issues, including online registries for wills and powers of attorney, recent estates and trusts decisions and practices for storing revoked testamentary documents.