Advice to Beneficiaries

Judicial Discretion in Estate Trustee Appointments

Today’s blog post was written by articling student Iryna Huk. On appeal, the court in James Estate (Re), 2024 ONCA 623 (CanLII) affirmed that the Superior Court of Justice has inherent jurisdiction to deny an application to appoint an estate trustee, even if the appointment is supported by the beneficiaries.[1] While courts generally defer to […]

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Planning

Renounce, Remove, or Pass Over – What’s the Difference?

Not everyone is well suited or willing to act as an estate trustee – the job can be onerous and family dynamics can make it especially challenging. As a result, the person named as an estate trustee in a will, or who has the first right to act as estate trustee under the Estates Act,

Advice to Beneficiaries, Advice to Executors and Trustees, Court Applications to Remove an Executor / Estate Trustee, Estate Administration, Estate Litigation, Estate Trustee During Litigation, Other Claims & Remedies Against Estates

Replacing an Estate Trustee

Overview In some cases, an estate trustee (“ET”) has been appointed, but needs to be replaced before the estate administration is complete. This can occur for a variety of reasons: the ET becomes unable or unwilling to continue acting for the estate,  the ET is removed by the Court in the course of litigation, or

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

Interim distributions

As many people know, in addition to being expensive, litigation is often slow-moving and lengthy. In an estate with significant or contested issues, litigation can continue for several years. Even in estates without significant disputes, applying for a certificate of appointment and administering an estate can take many months. Further, once a certificate of appointment

Advice to Beneficiaries, Advice to Executors and Trustees, Estate Administration, Estate Litigation
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