Wills, Trusts & Estates

Cross-Canada coverage of Claims Against the Estate, Probate Practice, Passing of Accounts, Assets and Liabilities, Intestate Estates, Taxation, Forms and Precedents, Substitute Decisions Information, Estate Litigation, and Estate Conveyancing are all the topics covered in this guide.

This manual is an all-inclusive guide that deals with all aspects of estate administration in Ontario. All aspects of estate administration are examined, including the conveyancing of real property and the income tax implications arising upon death.

Designed to assist the administrator, executor, or liquidator of an estate in the administration process.

A comprehensive exposition of the law relating to the exercise of the duties and prerogatives of the executor or trustee in Canadian law.

The authors discuss, in detail, the use of life insurance in business and estate planning, including income tax rules applicable to life insurance policies, from both a current and historical perspective. Extensive coverage is given to various insurance strategies, their tax consequences in corporate, partnership, and personal contexts, as well as the accounting implications associated with these strategies.

Provides review and analysis of the law as it pertains to the duties, powers, and liabilities of guardians and attorneys under the Ontario Substitute Decisions Act, 1992 and the duties of estate trustees under the Ontario Trustee Act.

A practical guide to estate administration in Ontario with detailed reference to all of the other Canadian jurisdictions. It provides in-depth analysis of the legal issues which can arise, both in contentious and non-contentious matters. It also provides academic analysis to legal issues in this area of law. Precedents are also included.

Contains over 60 forms and precedents (forms for basic contentious and all regularly needed non contentious estate matters) and provides easy-to-follow guidance on how to complete the forms and precedents, along with checklists to help avoid mistakes and errors

This practice manual is filled with commentary and up-to-date forms and precedents.