Recent Trends in Estate Litigation - Messages from the Court
This blog sets out recent Court trends in estate litigation. Specifically, trends in Disclosure, Costs and Dependant’s Support Claims are of interest to many advisors. On May 12th, 2022, Ian Hull, Suzana Popovic-Montag, and Jordan Atin discussed this topic on eState Planner Academy’s advanced webinar.
Passing of Accounts Issues
When acting as fiduciary or advising a fiduciary, the duty to account is paramount. Today’s blog discusses key issues surrounding the duty to account and passing of accounts. On April 21st, 2022, Ian Hull explored this topic in eState Planner Academy’s webinar on Passing of Account Issues.
Life Insurance Declarations
Life Insurance Declarations and Life Insurance Trusts are often a matter of confusion for those who don’t specialize in life insurance. Jordan Atin and Ian Hull discussed Life Insurance Declarations and Life Insurance Trusts in a two-part eState Planner Academy’s webinar. This week's blog focuses on some of the tips and traps for practitioners dealing with Life Insurance Declarations and Life Insurance Trusts as part of a client’s overall estate plan.
Duties and Obligations of an Attorney for Property
Highlighting the duties and obligations of an Attorney for property.
Choosing an appropriate Attorney for Property
eState Academy’s Jordan Atin and Ian Hull discussed important considerations when preparing a Continuing Power of Attorney for Property in a two-part webinar this month. Part 1 took place on March 16th, 2022 and covered several topics including a focus on important considerations when choosing who to appoint as Attorney for property. For those who missed it, I’ve set out the highlights.
There are several ways intestacies can occur, some more common than others, but of course the most common cause being a person dying without a valid Will.
Building the future of estate planning: Announcing $1MM in new funding
We’re excited to announce that we’ve raised a seed round of $1MM from experienced founders in legal and accounting tech to help us build the future of estate planning.
Trustee’s Discretion to Encroach
Discussing the limits on Trustee’s Discretion in light of the Ontario Court of Appeal’s decision in Walters v. Walters.
Top 5 Reasons to Have a Lawyer Draft Your Estate Plan and Will
Deciding how you're going to draft your estate plan and will? Canadians have more options now than ever. From doing it yourself, to consumer apps, to working with a lawyer, finding the right solution for you depending on your situation is incredibly important. In this blog post, we'll highlight the top 5 reasons why you should consider working with a lawyer to draft your estate plan and will.
Dependant Support Claims
The best thing to do when dealing with dependant support claims is to make sure you have enough knowledge and background about dependant support claims to advise will planning clients about this issue. In other words, the goal is to get ahead of these claims during the planning stage.
Why you might consider a corporate executor, when to consider them, and how to appoint them.
How to Start an Estate Planning Practice: Building Your Process
We’ve had the opportunity to speak with hundreds of estate lawyers across Canada about their estate planning process. In this blog post, we’ll highlight our view of the 10 most important stages and why you should include them in yours.
US Real Estate Planning
What are the implications in US estate tax issues for US real estate and how does it affect ownership options for Canadians with US real estate.
What happens when a beneficiary predeceases the Will-maker? A well planned Will should cover that common possibility. Providing for an alternate beneficiary in that case is called a “Gift-Over”.
Motivations to Protect Trustees
There are two key reasons to protect an executor. To help a chosen friend and/or family member as the trustee or the trustee insists on the protection.
How to Protect Executors and Trustees
A trustee's role is important and should not be overlooked. Learn how to protect trustees in a client's will.