The Power and Discretion of Trustees in Delaying the Sale of Estate Assets in Accordance With the Terms of a Will

Basic Introduction Many Wills are created to ensure that the assets of a testator are protected and properly administered after their death. While the Estates Administration Act, R.S.O. 1990, c. E.22 typically governs the administration of Estate assets, some testators incorporate a clause in their Will that provides an Estate Trustee with unfettered discretion to…

Read More

Severance of Joint Tenancy

Joint tenancy can be a convenient way to hold property, especially for couples or family members. However, it’s essential to understand the legal implications, including the process of severing a joint tenancy when necessary. Let’s delve into the intricacies of this law in Ontario. What is Joint Tenancy? Joint tenancy is a form of property…

Read More

Recent Amendments to the Succession Law Reform Act : What you need to know.

In the midst of the global pandemic, substantive changes also came to the Estates world, particularly with respect to the Succession Law Reform Act (the “SLRA”). See also “Substantial Compliance Comes to Ontario”.  The new legal entitlements that a former/current spouse may have in relation to your Estate are discussed below.     Effect of Marriage on…

Read More

Provisions for Fairness: Dependant Support Claims in Ontario

Estate disputes in Ontario often extend beyond contesting the validity of a will. A significant aspect of estate litigation involves dependant support claims, a legal avenue available to certain individuals who believe they have not been adequately provided for in the deceased’s estate. Dependant support claims are rooted in the notion that individuals who were…

Read More

Challenging a Will: Navigating the Complex Web of Contesting a Will in Ontario

Estate disputes often unfold in the wake of a family member’s passing, with surviving relatives questioning the contents of the deceased’s Will. Challenging a Will is a multifaceted process, and in Ontario, where the legal landscape is nuanced, understanding the intricacies becomes paramount. This blog aims to demystify the process, incorporating crucial insights into challenging…

Read More

Substantial Compliance Comes to Ontario

Historically in Ontario, as in many other jurisdictions, the doctrine of strict compliance with the formalities of execution of a will was a fundamental legal principle that governed how wills were created and validated. This doctrine set out specific requirements that must be met for a will to be considered legally valid. Failing to meet…

Read More

Pre-Death Will Challenges – is it possible?

Introduction The concept of challenging a will before the testator’s death is a rare and complex legal issue that falls outside the traditional norms of estate litigation. In Ontario, as in many jurisdictions, the prevailing principle is that wills can typically only be challenged after the testator’s passing. This blog post will explore the concept…

Read More

The Slayer Rule: What Is It and When Does It Apply?

What is the “Slayer Rule”? In simple terms, the “Slayer Rule” prevents somebody who has intentionally caused another’s death from taking a share of a deceased’s estate, whether under the deceased’s Will or under intestate. The case which is commonly cited for this type of situation is the old case of Lundy v Lundy (1895)…

Read More