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WHAT IF THERE IS NO EXECUTOR

What if there is no executor
Date: 15 Feb, 2024| Author: Fred Streiman

In November of 2023, Justice Graeme Mew rendered a very interesting decision in the case of the estate of Robert James. On its surface, it was a relatively straightforward filed over the counter application. This is an example of estate litigation at the very doorstep of the process. For those who are not regularly involved […]

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WHY THE “Full Monty” MUST BE DONE PROPERLY

Why The Full Monty Must Be Done Properly
Date: 28 Jan, 2024| Author: Fred Streiman

The 2023 decision of Justice Robert Charney in Jackson v. Rosenberg is as the judge himself describes, “a Cautionary Tale for persons who might be tempted to use joint tenancy to avoid paying probate fees”. This is an example of Estate Litigation before there is even an estate. The case is a relatively long and […]

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Will Interpretation – The Armchair Rule

WILL INTERPRETATION
Date: 16 Nov, 2023| Author: Fred Streiman

In the interesting Saskatchewan case of Gilchrist v. Gilchrist decided in September 2023 by Justice Curry, we have a number of legal issues and a family tragedy laying atop each other. The facts are relatively simple although quite sad. Within a family, a brother had been convicted of sexually assaulting his sister over a number […]

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IS A DRAFT WILL GOOD ENOUGH?

IS A DRAFT WILL GOOD ENOUGH?
Date: 05 Oct, 2023| Author: Fred Streiman

In other blog articles, we have touched on what this author calls the horseshoe rule of Wills. Prior to January 1, 2022, for a Will in Ontario to be found to be valid, it had to meet the minimal requirements set out in The Succession Law Reform Act. However, since the onset of COVID, the […]

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NO TAKE BACKS – A GIFT IS A GIFT

NO TAKE BACKS – A GIFT IS A GIFT
Date: 18 Sep, 2023| Author: Fred Streiman

THE FACTS  – PART 1 We have the elsewhere discussed the legal components of a gift and its ramifications. We suggest our readers simply use the search bar on our website to find a number of blogs touching on “gifts”. A common fact scenario when a court examines the issue of a gift arises from […]

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HOW TO REVIVE A REVOKED WILL aka BRINGING A DEAD WILL BACK TO LIFE

HOW TO REVIVE A REVOKED WILL aka BRINGING A DEAD WILL BACK TO LIFE
Date: 15 Sep, 2023| Author: Fred Streiman

The Honourable Justice Chang in July of 2023 rendered his decision in the case known as the Estate of Harold Franklin Campbell. The case centered around section 19(1)(b) of The Succession Law Reform Act that reads “a Will that has been…revoked is revived only…by a codicil that shows an intention to give effect to the […]

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Punishing A Bad Executor

PUNISHING A BAD EXECUTOR
Date: 14 Sep, 2023| Author: Fred Streiman

In May of 2023, the Honourable Madam Justice Gilmore, who has extensive experience in Wills and Estates finally dealt a significant penalty to what has to be one of the world’s worst executors. Lorali Queripel , one of the three children of the late Betty Shaddock was named her late mother’s executor along with her […]

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