Deadbeat

About ArticlesLes articles ci-dessous sont publiés par la Section du droit des fiducies et des successions de l'Association du Barreau de l'Ontario. Les membres sont invités à soumettre des articles.  A propos des articles.

Rédacteurs : Rebecca Kennedy

Aujourdʼhui
Aujourdʼhui

Brown Bag Lunch – December 17, 2019

  • 03 mars 2020
  • Rebecca Rauws, associate, and Devin McMurtry, articling student, Hull & Hull LLP

A summary of December's Brown Bag lunch meeting of estates and trusts practitioners. Topics discussed included NoticeConnect’s Will registry and who can submit Wills to the registry, whether a drafting lawyer can still be sued in negligence if the impugned Will has been probated, probate for digital assets, and the fate of basket clauses.

Student Forum, Droit des fiducies et des successions
Blair L. Botsford

Real Estate Meets Trust Law: Land Registration Ontario Style

  • 03 mars 2020
  • Blair L. Botsford, partner, Blaney McMurtry LLP,

Trust law can be difficult enough, but the Land Registry Office’s current approach to registering trusts (or refusing to do so) has further complicated matters, potentially obscuring the true ownership of land. This article explores the difficulties of the current treatment of trusts in the land titles system, and where that leaves lawyers interacting with the system.

Student Forum, Droit des fiducies et des successions
Andrea M. Hill

The Hotchpot Clause: A Simple Tool for Equalizing Gifts to Beneficiaries

  • 07 janvier 2020
  • Andrea M. Hill, Turkstra Mazza Associates

When used properly, a hotchpot clause can equalize beneficiaries for a parent’s prior unequal treatment, promote fairness, and potentially reduce the prospect of estate litigation. But, these clauses require careful consideration and detailed information from the testator. Learn what a hotchpot clause can apply to, how exactly one brings past gifts or loans “into hotchpot,” and some issues to consider when drafting.

Student Forum, Droit des fiducies et des successions
Kathryn Balter

A Reflection on the OBA’s Dinner with Senior Estate Planners

  • 06 janvier 2020
  • Kathryn Balter, partner, Fogler, Rubinoff LLP

The OBA’s Dinner with Senior Estate Planners is one of the most popular estate planning events of the year. In this article, one attendee highlights a few of the reasons for its success, and summarizes some key insights provided by the panelists.

Student Forum, Droit des fiducies et des successions

Administration Bonds, Part 1 of 2: Dispensing with the Bond

  • 06 janvier 2020
  • Daniel Litsos, student-at-law, Macdonald Sager Manis LLP

In several common scenarios, an estate trustee may have to post a bond before the court will grant probate. Estate trustees routinely ask the court to waive the bond requirement, but the application process is more rigorous than many estates practitioners appreciate. Don't have your client's application needlessly rejected. This article, Part 1 of a two-part series, highlights common mistakes and oversights. Part 2 will explain how to obtain a bond, if it becomes necessary.

Student Forum, Droit des fiducies et des successions

Brown Bag Lunch - October 15, 2019

  • 06 janvier 2020
  • Rebecca Rauws, associate, and Sean Hess, student, Hull & Hull LLP

Highlights from the October 15 meeting of the OBA's Brown Bag Lunch program for estates and trusts practitioners, including discussion of common probate issues, insolvent estates, electronic estate-planning tools, and the purpose (or lack thereof) of survivorship clauses.

Student Forum, Droit des fiducies et des successions

Brown Bag Lunch - November 19, 2019

  • 31 décembre 2019
  • Rebecca Rauws, associate, and Celine Dookie, articling student, Hull & Hull LLP

Highlights from the November 19, 2019 Brown Bag Lunch, including discussions of Notice Connect's Will registry, minor children as beneficiaries of Henson trusts, the use of the phrase "children per stirpes," how a successor executor can be appointed, and a new approach to confirming the capacity of a potential testator client.

Student Forum, Droit des fiducies et des successions
Gillian Fournie, partner, de VRIES LITIGATION LLP

Tenancy and Equitable Ownership – Not Mutually Exclusive

  • 08 octobre 2019
  • Gillian Fournie, partner, de VRIES LITIGATION LLP

When can a tenant also be an owner? This article looks at the recent case of Warraich v Choudhry et al, where the Superior Court answers that question, and examines a complicated landlord-tenant and co-owner relationship that engaged issues of oral agreements over land, contract interpretation, constructive trust claims, and accounting issues.

Student Forum, Droit des fiducies et des successions
Marly Peikes, associate lawyer, O’Sullivan Estate Lawyers LLP

Mutual Wills: How They Are Created and When a Constructive Trust Will be Imposed

  • 07 octobre 2019
  • Marly Peikes, associate lawyer, O’Sullivan Estate Lawyers LLP

A review and analysis of the current law regarding mutual wills, including how they differ from mirror wills, their legal requirements, and how the intended beneficiaries can seek enforcement of their terms. This article also examines the recent case of Nelson v. Trottier where the court examined when a constructive trust will arise to protect the beneficiaries' interests.

Student Forum, Droit des fiducies et des successions