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Action? Application? What’s the Difference?

Litigation comes with its own jargon which is not easy to decipher. In Ontario a lawsuit/court proceeding is categorized as either an action or an application. What’s the difference? The terms are defined in the Rules of Civil Procedure, but these definitions are not terribly useful at first blush; an action is defined as “a […]

Estate Litigation, Trusts

I do not like the estate trustee/executor – can I get rid of them?

Can you apply for the removal of the estate trustee? Section 37(3) of the Trustee Act provides the court with legislative authority to grant an order removing an estate trustee upon the application of: -any executor or administrator desiring to be relieved from the duties of the office, or -any executor or administrator complaining of

Advice to Beneficiaries, Advice to Executors and Trustees, Court Applications to Remove an Executor / Estate Trustee, Estate Administration, Estate Litigation, Trusts

Does a Joint Bank Account Go to the Survivor or the Estate?

The Law of Resulting Trusts What happens to jointly owned assets following the death of one of the joint owners? In the normal course, full ownership passes to the surviving owner.[1] However, this result may seem unfair where only one of the owners paid for the property or, in the case of bank accounts, only

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Litigation, Forms of Relief, Joint Assets, Legal Opinions on Estate Administration, Other Claims & Remedies Against Estates

What Happens When a Fiduciary Misappropriates Funds?

There is growing concern about the financial exploitation of the elderly by their attorneys for property. The combination of a cognitively impaired grantor (a person who appoints an attorney for property) paired with an attorney who has unfettered access to all of the grantor’s property creates the potential for financial abuse by attorneys. A power

Power of Attorney

Ten Things You Need to Know Before Challenging a Will

The death of a loved one is a painful experience. The loss can become all the more difficult to accept for a potential beneficiary who had an expectation of receiving an inheritance under the deceased’s Will, but instead receives less than expected or nothing at all. The disappointed beneficiary may feel compelled to challenge the

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