Wills, Trusts & Estates
-
July 23, 2025
G20 finance ministers discuss international tax reforms and debt relief framework in South Africa
Finance ministers and central bank governors from the world’s 20 largest economies (G20) have concluded their third meeting of the year in Durban, South Africa, by endorsing several initiatives with potential legal and regulatory implications for international finance and taxation.
-
July 23, 2025
Clark Wilson welcomes new associate Sean Kelly
Sean M. Kelly has joined Clark Wilson’s estates and trusts opinions and appeals group as an associate.
-
July 22, 2025
Finality over fairness: A cautionary tale in will drafting, limitation periods
The Ontario Superior Court’s decision in Tessaro v. Gora, 2025 ONSC 198 quietly answered a long-standing question among estate planners: what happens when a decades-old drafting error is unexpectedly discovered? In answering this question, Justice Fred Myers not only clarified the legal consequences of such an error but also reiterated the importance of diligent drafting in estate planning.
-
July 21, 2025
B.C. Court of Appeal upholds executor removal despite procedural challenge
The British Columbia Court of Appeal has largely upheld a lower court’s decision to remove an executor from his mother’s estate, rejecting his claim that property transfers to himself and his brother were legitimate distributions rather than improper self-dealing.
-
July 18, 2025
Registered accounts: Designating beneficiaries
Individuals in Ontario may designate beneficiaries for their registered accounts — such as TFSAs, RRSPs, RRIFs and FHSAs (see Part III of the Succession Law Reform Act, RSO 1990, c S.26 (SLRA)). This designation ensures that, upon the account holder’s death, the proceeds are paid directly to the named beneficiary, thereby bypassing the estate. This not only avoids estate administration tax on those funds, but also often allows for a quicker distribution to the designated beneficiaries as well as regarding RRSPs and RIFFs creditor protection.
-
July 17, 2025
Wide-open-door policy ‘is not how we roll,’ Federal Court of Appeal judge tells would-be interveners
The Federal Court of Appeal’s senior puisne judge says those applying to intervene at the national intermediate appellate court should ask themselves whether their presence “will advance our work.”
-
July 17, 2025
Forms of beneficial ownership: Inheriting gifts as joint tenants, tenants in common
When property is held by more than one person, beneficial ownership takes one of two forms — joint tenancy or tenancy in common. These forms of beneficial ownership also apply when a will leaves a testamentary gift to multiple beneficiaries, regardless of whether the will expressly addresses the intended form of joint ownership. If a will is silent on this point, the form of beneficial ownership will simply be determined through legal presumptions.
-
July 16, 2025
Dentons stands by its commitment to inclusion as it navigates trade volatility, say CEOs
These are “interesting times” to be one of the world’s largest law firms. With about 5,900 lawyers across more than 80 countries, Dentons is helping clients navigate some of the worst economic volatility in decades and generational technological change as it carefully works to protect its own flanks from a U.S. administration that’s frequently been hostile to the legal sector. Global CEO Kate Barton said that while several major U.S. law firms have been targeted by President Donald Trump — particularly those perceived as opposing him or representing his adversaries — Dentons has managed to avoid the administration’s scrutiny by maintaining a bipartisan approach.
-
July 16, 2025
Prepare for change: The plain language legal writing standard is coming
What lawyer has not heard that legal writing should be clear and concise? Everyone wants legal documents to be straightforward, client-oriented and “crisp.” Yet, cryptic memoranda, wordy submissions, legalese-filled judgments and insurmountable walls of text in contracts and policies remain common. Even with clarity in mind, writing clearly is hard without knowing the rules to guide the process.
-
July 15, 2025
Home sweet home? Legal, practical guide to LTC vs. retirement homes
As individuals get older, the idea of transitioning to a long-term care home or retirement home becomes relevant depending on the circumstances of the individual. This article will dive into the differences between long-term care and retirement homes and the legal perspectives of such.