Trustworthy legal advice when making an intervivos gift or wealth transfer As the Baby Boomer generation approaches age eighty, the wealth they accumulated during the most prosperous era in history is being transferred to their children, grandchildren, and other younger generations. Some older Canadians are choosing to transfer assets to their beneficiaries as gifts, removing … Continued

Experienced Estate Lawyers Advising on Elder Financial Abuse in Ontario Elder financial abuse includes any theft or exploitation of an elderly person’s assets, including their property, bank accounts, or other financial holdings. Elder financial abuse could come in the form of fraud by criminals targeting unsuspecting senior citizens, but could also include situations where a … Continued

Toronto Mediation Services for Trusts and Estate Disputes Estate disputes can be lengthy and stressful for everyone involved. Estate mediation allows the parties an opportunity to settle their dispute with a neutral third party mediator. The goal of mediation is to reach a practical, mutually agreeable resolution, prior to undertaking more costly litigation. Eisen Law … Continued

Toronto lawyers handling objections to accounts and advising on contested passing of accounts A beneficiary has a right to know how an estate’s assets are being managed, and to review any payments made and received on behalf of the estate. Trustees must therefore keep careful records of all estate income and expenditures on behalf of … Continued

Skilled estate lawyers assisting with unopposed passing of accounts in Greater Toronto An estate trustee, executor, attorney for property or guardian for property has an ongoing fiduciary obligation to the beneficiaries of the estate, including keeping complete and accurate records at each step they take. At any time, an estate beneficiary can request the trustee … Continued

Toronto Estate Litigation Lawyers for Variation of Trusts Estate trustees bear the significant responsibility of ensuring the wishes of a testator are carried out per the terms in their will or estate plan. A trustee must honour their fiduciary duties and always act in the best interest of the estate.  Thus, the trustee is prohibited … Continued

Toronto Estate Litigation Lawyers for Trust Interpretation Estate documents are rarely straightforward or easy to interpret. They are generally complex and technical documents governed by equally complex legislation and statutes. In addition, estate documents can be open to interpretation based on their language and terms contained within. Where there is confusion or a dispute about … Continued

Skilled Toronto Estate Lawyers for Equitable Claims Claims against an estate are not limited to beneficiaries. Anyone who believes they should be compensated for time, effort, or contributions they put into caring for a friend or family member or otherwise contributing to the estate may have grounds for an action against that estate. Likewise, debts … Continued