Other Claims & Remedies Against Estates

The Revival of Unconscionable Procurement

The administrations of some estates simply do not move forward smoothly. The Elias Gefen estate is one such estate. In Gefen v. Gaertner, 2019 ONSC 6015, Justice Kimmel addressed multiple issues which had stopped the administration from moving forward, ranging from mutual wills to secret trust agreements. Justice Kimmel also applied, for the first time […]

Capacity, Capacity Litigation, Court Applications to Interpret a Will or Trust, Estate Litigation, Forms of Relief, Other Claims & Remedies Against Estates, Trusts, Will Challenges

Clash of the Limitation Periods

The Limitations Act, 2002, SO 2002, c 24, Sch B, brought order and clarity to limitation periods in Ontario. However, the Limitations Act did not displace all existing limitation periods established by statute. Several carve-outs which are particularly relevant to estates litigators includes the Real Property Limitations Act, RSO 1990, c L.15 and s. 38(3)

Advice to Executors and Trustees, Estate Litigation, Limitation Period, Other Claims & Remedies Against Estates, Will Challenges

Minimum Evidentiary Threshold for Will Challenges

What is the minimum level of evidence to be met before a court allows a will challenge to proceed? The recent Ontario Superior Court of Justice decision in Naismith v. Clarke, 2019 ONSC 5280 (“Naismith”) sets out a useful overview for the circumstances under which a court may allow a will challenge to move forward.

Estate Litigation, Forms of Relief, Other Claims & Remedies Against Estates, Will Challenges

Testamentary Freedom – A Fundamental Right?

Whether testamentary autonomy is a constitutionally protected right has not been considered by the courts … until now. The rules of testamentary succession (i.e. wills and estates) are governed by provincial law. While each province and territory has its own set of statutes, most have imposed some requirements that the deceased make “adequate provision” for

Court Applications to Interpret a Will or Trust, Dependant’s Relief Claims, Estate Planning, Forms of Relief, In The News, Legal Opinions on Estate Administration, Other Claims & Remedies Against Estates

Sealing One’s Fate: The Sherman Murders, Probate and Perseverance

The Sherman murders remain famously unresolved and still generate headlines and notoriety. But, for better or worse, life moves on and Barry’s and Honey’s respective estates (collectively the “Sherman Estates”), however mundane, need to be probated and administered. In that regard, the Court of Appeal for Ontario (“OCA”) recently released a decision on an appeal

Estate Administration, Estate Litigation, Forms of Relief, In The News, Other Claims & Remedies Against Estates
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