Focus On

Wills, Trusts & Estates


Tuesday, October 27, 2020 @ 1:32 PM

WEL Partners promotes two to partner

WEL Partners announced that Daniel Paperny and Matthew Rendely have been promoted to partner. ... [read more]

Tuesday, October 27, 2020 @ 12:31 PM

Family cottage: How it can cause conflict, give rise to litigation Cottage

“Nature is not a place to visit — it is home.” ... [read more]

Tuesday, October 27, 2020 @ 9:21 AM

Better ways of giving self-reps access to justice | Gary Joseph

Once again Nicholas Bala, with the assistance of Rachel Birnbaum, has brought informed and evidence-based information to the profession. Rather than antidotal or unsubstantiated “gossip,” Bala, professor at the faculty of law, Queen’s University and Birnbaum, professor of social work, King’s University College at Western, have provided us with empirical data on the continual and expanding presence of self-represented litigants. ... [read more]

Monday, October 26, 2020 @ 2:35 PM

Estate tech alignment: Dealing with digital paradigm shift hands_digital_devices_sm

The Internet and our clients’ use of technology was already changing the death-care and estate industries long before the pandemic. But the social distancing demanded by COVID-19 has accelerated our clients’ engagement with the digital world, reigniting the topic of digital asset management which will demand a transformation in estate planning. ... [read more]

Monday, October 19, 2020 @ 12:50 PM

Two new faces at Rogerson Law

Brian F.P. Murphy and Sarah A. Boland are joining the Rogerson Law Group. ... [read more]

Friday, October 16, 2020 @ 12:32 PM

Juries: Trick or treat? | Marcel Strigberger

Juries first scared me at the age of 9. How? I grew up in Montreal, the son of immigrants from Belgium. One day my late father, a humble tailor, received a letter with an impressive-looking logo of the scales of justice. My dad, whose literary skills did not approximate his ability to alter a fine pair of trousers, asked me to read and translate it. I noticed the word “jury,” whatever that meant. I suspected it had nothing to do with hockey. ... [read more]

Friday, October 16, 2020 @ 8:55 AM

The Sherman estate case reaches the Supreme Court: Part two sealed_document_sm

On Oct. 6, 2020, the case of Donovan v. Sherman Estate 2019 ONCA 376 reached the Supreme Court of Canada where arguments were heard on whether or not to unseal the probate applications. In this, the second article in a two-part series, I will continue the discussion of select cases dealing with sealing orders in estates and trusts context. ... [read more]

Thursday, October 15, 2020 @ 8:35 AM

The Sherman estate case reaches Supreme Court: Part one sealed_document_sm

The circumstances surrounding the tragic deaths of Barry and Honey Sherman remain a mystery; so too, do the heirs to their fortunes. This is because the Sherman estate trustees successfully applied to have their probate applications sealed, thus preventing the public from viewing their wills. In 2018, a reporter for the Toronto Star, Kevin Donovan, challenged the validity of the sealing order.   ... [read more]

Thursday, October 15, 2020 @ 7:42 AM

INTERPRETATION - Extrinsic evidence and parol evidence rule - As to validity

Appeal by the deceased’s daughter from the trial judgment finding that the first of two promissory notes providing that a loan made by the mother to the appellant was repayable on her death reflected the mother’s true intention. ... [read more]

Wednesday, October 14, 2020 @ 2:10 PM

We’re moving to Canada: Leaving assets abroad worldwide_assets_sm

A few weeks ago, Google reported an increase in the number of searches on how to apply for Canadian residency and citizenship. Surprisingly, these numbers may not just be from our friends south of the border. ... [read more]