Canada
Lerners LLP
The CRA has introduced new trust reporting requirements that apply to all express trusts (with a few exceptions) with taxation years ending after December 30, 2023.
MLT Aikins LLP
Administering the estate of a loved one can be a challenging and lengthy process.
Siskinds LLP
When it comes to estate planning, people often become fixated on ensuring that their estate does not have to pay Estate Administration Tax (also known as "probate tax"1).
Fasken
This bulletin will briefly explain the old process of authenticating and legalizing documents and provide some insight into the new apostille certificate process.
Sorbara Law
When you pass, one or more persons will need to step up to manage and administer your estate. They will carry through your funeral and post mortem arrangements...
Miller Thomson LLP
The notion of "undue influence" (captation, in French) has been referred to as "worming one's way into someone's good graces and obtaining from him gifts depending on the degree of affection one has managed to inspire."
Lawson Lundell LLP
当一个人签署遗嘱时,遗嘱的目的是在立遗嘱人去世后按照其意愿管理其遗产分配。遗嘱是给遗嘱执行人的指示,告诉他们立遗嘱人想让哪些
Lawson Lundell LLP
When you sign a will, the will is intended after your death to govern the distribution of your estate in keeping with your wishes. A will is the direction to your executor about which people...
Sorbara Law
Estate planning is a critical aspect of financial management that ensures the orderly distribution of assets after an individual's passing. While many people opt for conventional approaches...
Lawson Lundell LLP
2023 年 11 月,BC 省最高法院的一位法官发布命令,宣布一份未签署的遗嘱有效,尽管这份遗嘱未签署,但法官认为该遗嘱代表了死者的遗嘱意愿。
O'Sullivan Estate Lawyers LLP
Private Client Comparative Guide for the jurisdiction of Canada, check out our comparative guides section to compare across multiple countries
Lerners LLP
The actions of an Estate Trustee can be approved in two ways: a formal passing of accounts where the Court approves the actions by the Estate Trustee, or, by having the beneficiaries sign a release.
Mills & Mills
When one is approached by a family member or close friend with a request that they act as an attorney for property or estate trustee, the initial reaction is often one of stoic acceptance.
Aird & Berlis LLP
If a claimant has threatened or demanded payment by an estate without initiating any court proceedings, the estate trustee may feel like they are stuck in limbo...
Lawson Lundell LLP
In November 2023, a justice of the B.C. Supreme Court made an order declaring that an unsigned will was valid despite it not being signed as it was found to represent the deceased's testamentary intentions.
Devry Smith Frank LLP
In an effort to modernize estate law practice, several amendments to Ontario's inheritance laws have recently been implemented. These changes were largely prompted by the enactment...
O'Sullivan Estate Lawyers LLP
Now that we are well and truly into calendar 2024, we have the benefit of hindsight. Here are four important Ontario Court of Appeal decisions on trust and estate matters as well as the 2023 "Case of the Year."
Kane Shannon Weiler
It is often said that there are two certainties in life: death and taxes. When someone dies in BC, these two certainties become reality.
Lawyers Financial
Rainy day savings. According to the latest Canadian Financial Capability Survey, more than a third of Canadians....
Torkin Manes LLP
While there are many practical implications associated with dying without a will (i.e., the appointment of executors/trustees, guardianship provisions and the distribution...