Business Partner Enters Litigation with Former Partner’s Estate Over Insurance Policy

When people think about estate disputes it is common to think about family members disagreeing about the distribution of an estate. However, estate litigation can also arise from business relationships. This was the case in a recent case heard before the Ontario Court of Appeal where the business partner of the deceased pursued an action. … Continued

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Partner Holly LeValliant Speaks on in terrorem Clauses at LSO Estate Law Event

Our partner Holly LeValliant gave a talk on in terrorem clauses at the Six Minute Estate Lawyer event held by the Law Society on April 29th. In plain English, in terrorem clauses are stipulations in Wills that make bequests conditional upon the recipient not taking certain actions. They are most often used to prevent beneficiaries from challenging … Continued

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Beware of the Font Fraudster!

Beware of the Font Fraudster! He/she is lurking around every corner, or, more fittingly, around ever matter. In McGoey (RE), a commercial litigation matter, a bankrupt telecom executive attempted to shield two properties from creditors by asserting that they were held in trust for his children. There were even trust documents purporting same! The documents … Continued

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Shael Eisen Speaks at Northwind Professional Institute’s High Net Worth Forum

Our managing partner, Shael Eisen, spoke last Friday at the Northwind Professional Institute’s High Net Worth Forum held at Cambridge’s beautiful Langdon Hall.  Participating as part of a panel of expert estate litigators, Shael shared some of his wisdom about issues facing lawyers and their clients in the field and entertained the crowd with some … Continued

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Holly LeValliant Speaks about Uncontested Guardianships at Osgoode Hall

Holly LeValliant spoke at Osgoode Hall’s Powers of Attorney and Guardianship Program last week, an seminar in which estate law experts gave presentations as a continuing education opportunity for lawyers working in the field. Holly’s presentation focused on uncontested guardianships.  In lay terms, this refers to the process by which an individual may apply to … Continued

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Holly LeValliant Speaks at Ontario Bar Association Presentation on Essential Evidence for Estate Litigators

Our partner Holly LeValliant was featured as a speaker at the Ontario Bar Association’s Essential Evidence for Litigators event on April 5.  The event was an opportunity for lawyers working in estate law to hear experts in the field speak about a variety of different issues. Holly’s presentation related to the admissibility of business records … Continued

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Estate Administration Tax: A Taxing Dilemma

It is no surprise that a large proportion of the estate litigation files that we see result from someone who is now incapable or deceased and who waited too long to plan his or her estate, leaving their relatives to deal with the aftermath.  What may be less obvious, however, is that a lot of … Continued

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