Articles

The doctrine of undue influence is used to set aside testamentary documents and inter vivos gifts or transfers (gifts or transfers made during one’s lifetime). A person is the victim of [...]

Organizations governed by the Personal Information Protection and Electronic Documents Act (“PIPEDA”)[i] should monitor the Privacy Commissioner of Canada (the “OPC”)’s application filed recently [...]

Note: Many of the comments below about guardians of the person also apply to attorneys under a power of attorney for care. In Ontario, substitute-decision making is governed by the Substitute [...]

If you want to execute a power of attorney (known as a POA) for property document but are unsure what powers and duties the person named as your attorney will have once the document takes effect, [...]

 Note: Most of the comments below about guardians of property are equally applicable to attorneys under a power of attorney for property. In Ontario, substitute-decision making is governed by the [...]

This article on executor compensation is written by John Allen and Pearson Allen. The Estate Trustee (formerly “Executor”) is required to assemble the deceased’s assets, pay the [...]

Millennials are older than some realize—in fact, in a year from now, the oldest Millennials will be turning forty years-old.[i] As such, many Millennials are starting to think about estate [...]

Introduction It is important that you do not inadvertently disqualify a person with a disability to whom you want to provide financial support from means-tested Ontario disability benefits, as [...]

Asset transfers Can Be Brought Back under Ontario’s Fraudulent Conveyances Act If you were to transfer property in furtherance of an estate plan, such as money into a trust, Ontario’s Fraudulent [...]

When transferring property that has appreciated in value to a Canadian corporation, you should consider using a section 85 rollover. Under section 85 of the Income Tax Act,[i] you can elect to [...]