Estate Planning

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

Being a Spouse Matters: Two Examples

Ontario law recognizes two forms of spousal relationships: marriage and common law partnerships. While certain statutes may modify or create their own definition of common law partnership, the definitions found at s.1 and s. 29 of the Family Law Act, RSO 1990, c F.3 are the standard. As a reminder, in Ontario, a common law

Dependant’s Relief Claims, Estate Administration, Estate Litigation, Estate Planning, Forms of Relief, Legal Resources

Am I a Spouse? The Mystery of Spousal Benefits

Under the laws of Ontario, certain rights and benefits are conveyed to a “spouse.” However, there is not a universal definition of “spouse”: whether you qualify for spousal benefits depends on the governing statute. Below is a summary of some of the most common rights and benefits sought by a “spouse” on the death of

Dependant’s Relief Claims, Estate Administration, Estate Planning, Guardianship Applications, Legal Resources, Power of Attorney, Spousal Elections

Mirror Wills and Mutual Wills: Cooperative Estate Planning

For many, marriage represents the intermingling of lives, families, and assets. It can also mean coordinating estate plans. Two common forms of coordinated estate plans are mirror wills and mutual wills – both are particularly useful if the couple have children, either together or from prior relationships. Knowing the difference between these two types of

Estate Administration, Estate Litigation, Estate Planning
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