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22 Nov

Unfulfilled Promise to Transfer Family Property Upheld by Court of Appeal for Ontario

Monday, November 22, 2021James R.G. CookLitigation, Estate Planning

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In a recent decision, the Court of Appeal addressed the longstanding relationship in estate litigation between the enforceability of promises, unjust enrichment, and the remedy...

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11 Dec

Parent’s Claim to Recover Home Transferred to Daughter Dismissed

Friday, December 11, 2020James R.G. CookLitigation, Estate PlanningWills, Real Estate, Smith Falls, Trusts

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Property is often transferred between family members without money exchanging hands. There are many reasons for doing so, including estate planning, assisting children with buying a home, removing property from...

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13 Apr

Virtual Signatures for Wills and Powers of Attorney Now Allowed

Monday, April 13, 2020Lindsay Ann HistropCorporate Law, Estate PlanningCOVID-19, Wills, Powers of Attorney, Succession Law Reform Act, Substitute Decisions Act

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As the COVID-19 health emergency continues to create financial uncertainty because of the shutdown of non-essential businesses, layoffs and reductions in pay, it is understandable that people are concerned about...

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13 Apr

COVID-19 Provides Rare Opportunity for an Estate Freeze

Monday, April 13, 2020William S. Bernstein, Lorne Saltman, James M. Parks, Greg Farano LLB, CFA, TEP, Lindsay Ann HistropCorporate Law, Income Tax Act, Estate Planning, Tax and Estate Planning, Tax LawCOVID-19, Wills, Estate Freeze

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COVID-19 has resulted in significant decreases to the value of many assets, including marketable securities, private businesses and real estate. This provides an opportunity to implement an estate freeze at low values, which allows for future savings in income tax.

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