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Category: Trusts

The GRE: What It Is, Why Use It, and How To Keep It

In the world of trusts and estates law, the acronym “GRE” is a frequent visitor, and while its descriptive meaning, Graduated Rate Estate (“GRE”), may be well known, its impact perhaps less so. A testamentary trust is a trust created as a result of a person’s death. An estate is

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Substantial Compliance: The Court’s Curative Power has Limits

In June 2025, my colleague, Michael G. von Keitz, wrote a blog titled ‘1,270 Days Later: The Sequel to Substantial Compliance in Ontario’. His blog reviewed a trio of cases (Salmon v Rombough, 2024 ONSC 1186, O’Neill Estate, 2024 ONSC 2228, and Urback v Canadian Cancer Society et al., 2025

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Trustee Discretion: Where Absolute does not mean Unfettered

Trusts, and discretionary trusts in particular, are a staple of estate planning for their flexibility and adaptability. They can address a multitude of situations such as: managing assets for spouses, minors, persons with disabilities or vulnerabilities; asset protection and preservation; business wealth and succession; and incentivizing activities such as education.

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