Wills & Estates
The well-defended will
Lawyers Weekly, March 2015 https://www.practicepro.ca/information/doc/Defending-the-will.pdf
Categories: Wills & EstatesRun-off buy-up to protect estates
LAWPRO Wills and estates webzine, April 2015 https://www.practicepro.ca/information/doc/Run-off-buy-up-to-protect-estates.pdf
Categories: Wills & EstatesDocument inter vivos transfers
LAWPRO Wills and estates webzine, April 2015 https://www.practicepro.ca/information/doc/Document-Inter-vivos-transfers.pdf
Categories: Wills & EstatesEstate Information Return
LAWPRO Wills and estates webzine, April 2015 https://www.practicepro.ca/information/doc/Estate-Information-Return.pdf
Categories: Wills & EstatesDocument intentions behind inter vivos transfers
There is a wide range of reasons behind individuals’ decisions to transfer ownership of property. Unfortunately, legal presumptions about transfers don’t always align well with the transferor’s intentions, which can lead to unexpected results. Transfers that are intended to be gifts may be treated as trusts in favour of the transferor; or transfers made for… Read More »
Categories: Areas of Law, Articles, Communications Errors, Content Type, Inadequate Investigation, Malpractice Errors, Wills & EstatesAsk critical questions to head off will challenges
We all know it’s impossible to write an effective will for a client without investigating the details of the client’s circumstances and estate. While this conclusion may seem trite, in recent years LAWPRO has seen an average of 60 claims per year alleging that the lawyer did not investigate key details. This specific error has… Read More »
Categories: Areas of Law, Articles, Communications Errors, Content Type, Inadequate Investigation, Wills & EstatesAre you ready for the Estate Information Return?
In 2011, amendments were made to the Estate Administration Tax Act (EATA). The major amendment was to impose on the Estate Representative the obligation to provide financial information about the estate to the Ministry of Finance. The financial information is used by the Ministry to confirm that the appropriate estate tax has been paid by… Read More »
Categories: Areas of Law, Articles, Content Type, Wills & Estates20 years of LAWPRO leading cases
While Ontario lawyers will appreciate that LAWPRO defends them on legal malpractice claims, they may not appreciate the breadth of legal issues that come up in those claims. This article highlights leading or significant cases that LAWPRO litigated over the past 20 years, some of which dealt with legal issues and principles that are relevant… Read More »
Categories: 2015 February - LAWPRO 20th, Admin dismissals/Rule 48, Articles, Casebook, Civil Litigation, Criminal Law, Limitation Periods, Wills & EstatesHow simple mistakes can lead to large claims
It’s easy to think that, at least in your office, a major claim couldn’t possibly happen. But LAWPRO’s experience shows that errors, innocent oversights and gaffes in any type of practice can lead to big problems. And if you or your firm don’t have adequate insurance in place to address the claim, you could be… Read More »
Categories: 2015 February - LAWPRO 20th, Articles, Civil Litigation, Corporate Law, Franchise, Inadequate Investigation, Independent Legal Advice, Personal injury, Personal Injury, Real Estate, Wills & Estates