Articles

About Articles The following articles are published by the Trusts and Estates Law Section of the Ontario Bar Association. Members are encouraged to submit articles. 

Editor: Hilary Van de Kamer

Today
Today

Brown Bag Lunch – December 17, 2019

  • March 03, 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, Trusts and Estates Law
Blair L. Botsford

Real Estate Meets Trust Law: Land Registration Ontario Style

  • March 03, 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, Trusts and Estates Law
Andrea M. Hill

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

  • January 07, 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, Trusts and Estates Law
Kathryn Balter

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

  • January 06, 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, Trusts and Estates Law

Brown Bag Lunch - November 19, 2019

  • December 31, 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, Trusts and Estates Law

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

  • December 27, 2019
  • 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, Trusts and Estates Law

Brown Bag Lunch - October 15, 2019

  • December 27, 2019
  • 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, Trusts and Estates Law
Gillian Fournie, partner, de VRIES LITIGATION LLP

Tenancy and Equitable Ownership – Not Mutually Exclusive

  • October 08, 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.

Real Property Law, Student Forum, Trusts and Estates Law
Marly Peikes, associate lawyer, O’Sullivan Estate Lawyers LLP

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

  • October 07, 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, Trusts and Estates Law