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Category: Family Law

The Preferential Share on an Intestacy: Time for an Update

On an intestacy (when a person dies without a will), each Canadian province and territory provides for a mandatory scheme to distribute the deceased’s property, which is typically between the testator’s surviving spouse and children, if any, and alternately to other relatives. Some provinces and territories provide a spouse with

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Considerations in Giving to Your Children

As people are living longer, often well into their nineties, the way wealth is transferred to the next generation is starting to shift. The paradigm of waiting to pass family wealth to children on the second parent’s death is being reconsidered because parents are living longer and children have a

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Estate Planning When A Child Moves to the U.S.

A Canadian estate with U.S. connections can face complications due to the presence of any one of a number of factors. Sometimes these issues are known, and sometimes events occur which were not anticipated. When a child moves to the U.S., parents should review their estate plan and consider what

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Alter Ego Trusts and Joint Partner Trusts: The Ideal Candidate

Alter Ego Trusts (“AETs”) and Joint Partner Trusts (“JPTs”) are effective tools to assist in probate and incapacity planning. AETs and JPTs are inter vivos trusts (meaning they are set up during a person’s lifetime), to which persons 65 years or older can transfer assets on a tax-deferred basis. An

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Heads Up On “Shacking” Up

Whether it’s a first relationship for a millennial or a second or subsequent relationship for others including baby boomers and seniors, these days more and more couples are choosing to live common law rather than marrying. According to a 2017 census, 21.3% of all couples in Canada were living common

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Using Letters of Wishes to Guide your Guardians

In Ontario, a standard guardianship clause in a will where there are minor children typically appoints one or more guardians, may include alternate ones, and will usually refer to the need to obtain a permanent appointment by the court pursuant to the Children’s Law Reform Act[1] (please refer to my

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Posthumous Use of Reproductive Tissue: Who Decides?

The law concerning assisted reproductive technology (“ART”) occupies a unique space where the autonomy of the human body intersects with property rights, which historically at common law did not extend to the human body or body parts. The world’s first in-vitro baby was born in 1978, but it was only

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Never Too Young To Start: Family Law Considerations for Millennials

In a prior blog on millennials and estate planning, we discussed its importance for the younger generation and the unintended consequences that can result from failing to have proper planning in place. In today’s blog, we hope to take that notion a step further by discussing family law implications that

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