When Equality Trumps Reason And Law

Adam Parachin | Posted 03.18.2016 | Canada Business
Adam Parachin

Last week the Ontario Court of Appeal in Spence v BMO Trust overturned a lower court's decision to set aside the will of the late Mr. Eric Spence on the ground that the will was discriminatory and thus against public policy. The most astounding aspect of the appeal judgment is that it was necessary in the first place.

Executor, Trustee, And Attorney Compensation

Suzana Popovic-Montag | Posted 02.04.2016 | Canada Business
Suzana Popovic-Montag

When called upon to act as a personal representative, whether in the capacity of an attorney, executor, or trustee, the issue of compensation is often called into question. The basic starting point for executor or trustee compensation is the will or trust document.

How 4 Digital Giants May Ignite a New Trust-Bust Era

Frederic Guarino | Posted 10.06.2016 | Canada Business
Frederic Guarino

The days of collaboration seem all but over, and the tech industry will be affected by what amounts to a new digital cold war. Advance warnings of what's to come include Apple decoupling itself from Google Maps and Facebook "greying" out YouTube videos in the feed. The decision by Amazon, the world's largest retailer, to stop selling its competitors' over-the-top devices such as Google Chromecast and AppleTV is a preemptive strike with possibly momentous implications.

How To Properly Appoint an Attorney For Property or Personal Care

Suzana Popovic-Montag | Posted 08.24.2014 | Canada
Suzana Popovic-Montag

When appointing an attorney for property or personal care, it may be wise to request that they obtain legal advice with respect to its use to the grantor's benefit, when effective. Legal advice may come at a cost, but that expense is miniscule in comparison to litigation that may be caused by the misuse or abuse of a power of attorney, including a contested application to pass accounts.

Transferring Wealth Efficiently

Suzana Popovic-Montag | Posted 07.13.2013 | Canada
Suzana Popovic-Montag

As we move towards and progress through the largest intergenerational transfer of wealth in history, people are looking for ways to improve the effici...

The Many Ways You Can Be Disinherited

Suzana Popovic-Montag | Posted 03.31.2013 | Canada Business
Suzana Popovic-Montag

When most people hear that someone has been "disinherited," they usually think of someone who has been written out of someone else's will. While this certainly is the classic definition of disinheritance, it is not the only way that a person can be excluded from an estate.