HAPPY NEW YEAR

 

This is our last blog of 2009!

Thank you for reading our blog posts over the past year. We have enjoyed preparing them. We hope that we have been informative.

With the close of 2009, we turn and look to the promises of 2010. While there is no doubt many things are to be considered for the new years, from a family perspective, perhaps this is the year to resolve to consider, or reconsider, whether your family’s legal affairs have been properly planned.

On behalf of everyone at Hull & Hull LLP, I would like to wish you a wonderful new year. We hope that you have a safe, restful holiday. 

Happy New Year.

Rick Bickhram

Rick Bickhram - Click here for more information about Rick Bickhram.

 

The Importance of Utilizing Social Media

Without understanding what the term “social media” is, it can sound intimidating to those in our industry who are not computer literate. But what is social media? Wikipedia defines social media as “media which are formed mainly by the public as a group, in a social way, rather than media produced by journalists, editors and media conglomerates." In an article, composed by Gary Edgar of LawPro, he defines social media as anyone looking to engage, connect and network with others online.

Gary Edgar does point out that one thing social media is not, is a fad.   Social Media is fundamentally changing the ways we interact and communicate with others and it will be interesting to see how this form of media continues to evolve. 

Social networks can be used to learn, exchange ideas and collaborate on projects. I have participated in numerous forums where I have learned how to troubleshoot many problems that I may have encountered with my automobile and computer, moreover, I have also learned neat little tips on some home renovations.  Social Media can also be used as a form of marketing. As Gary Edgar points out in his article, 15-20 years ago, the options for self promotion were limited to newspaper ads, the yellow pages, a radio or TV. Now with the concept of social media, our options have multiplied and the costs for self promotion have been drastically reduced.

However, the social media world is not the flawless paradise that we all would like it to be. There have been instances of online imposters, questions as to how much of my real life persona should I share online, how many people are seeing the things I post and who owns the information that is placed online?  These are all very important questions that will become clearer as this form of media continues to evolve.

Until next time,

Rick Bickhram

Rick Bickhram - Click here for more information on Rick Bickhram.

 

I'M SORRY

As our year winds down and we prepare for the New Year, we have much to look forward to as our judicial system has undergone a minor facelift to reflect the changes in our society.  One such change has been the implementation of new legislation, The Apology Act (the “Act”), which came into effect on April 23, 2009.

The Act would permit the communications of expressions of sorrow or regret without worrying that the comments can later be used adversely in a civil court. Under the Act, an apology is defined as:

An expression of sympathy or regret, a statement that a person is sorry or any other words or actions indicating contrition or commiseration, whether or not the words or actions admit fault or liability or imply an admission of fault or liability in connection with the matter to which the words or action relate.

Proponents of the Act, suggest that the new legislation will enhance the dispute resolution process, promote accountability and enhance the affordability and speed of justice by shortening or avoiding litigation. The rationale for the implementation of this Act is similar to the rationale for the changes to the Rules of Civil Procedure, which is to make our system accessible, cost effective and efficient.

I agree with the purpose, the idea behind implementing this act, however I question .. has our society become so litigious that we now require the legislature to protect us from apologizing?

Thank you for reading my blog, until next time, 

Rick Bickhram

Rick Bickhram - Click here for more information on Rick Bickhram.

 

 

New Year's Resolutions and Reviewing Estate Plans - Hull on Estates #193

Listen to: New Year's Resolutions and Reviewing Estate Plans - Hull on Estates #193

This week on Hull on Estates, Craig Vander Zee and Bianca La Neve discuss New Year's resolutions from a legal perspective and talk about reviewing estate plans.


If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.
 

Craig R. Vander Zee - Click here for more information on Craig Vander Zee.

Bianca V. La Neve - Click here for more information on Bianca La Neve.

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Upcoming 'Medical/Health Series' of Blogs

For those of you with one eye on the next page of the calendar, Hull & Hull LLP will be posting our third series of medical/health blogs starting on Monday January 4th, 2010. The series will run every Monday thereafter in the month of January, for a total of four blogs. The following subjects will be featured:

  • Pseudodementia
  • Lewy Body Dementia
  • Korsakoff's Syndrome
  • Huntington's Disease

We hope this series proves both useful and informative. Please feel free to contact us at nonley@hullandhull.com with your feedback.
 

Taking "Gifts": The Very High Burden on Attorneys for Property to prove Gifts

 

 

 

Attorneys for property who receive gifts from grantors tomorrow will have to give them back, unless they have good evidence supporting the fact of the gift.  The rule that fiduciaries (including attorneys for property) must prove purported gifts is stated in Cooke v. Lamotte(1851), 15 Beav. 234 at page 239.

Justice Sheard applied this rule in Kee v. Yip [1995] O.J. No. 2879, disallowing a series of transfers by an attorney to himself, stating with respect to one such transfer, “The burden on Tom Kee to show that his mother gave him the $20,000 is a heavy one. His evidence, simply the assertion that this transaction, one of many that he did under power of attorney, was intended by her as a gift to him falls well short of discharging that burden of proof. Under the principle stated in Cooke v. Lamotte, supra, the $20,000 cannot be allowed as a gift and must be refunded." 

Even more recently, in Volchuk v. Kotsis, 2007 CanLII 28527 (ON S.C.) Justice Langdon disallowed a series of purported gifts (cheques and money transfers) effected by an attorney, noting in addition that attorneys were precluded from relying solely on their own evidence by section 13 of the Ontario Evidence Act, which provides that the claimant “shall not obtain a verdict, judgment or decision on his or her own evidence in respect of any matter occurring before the death of the deceased person, unless such evidence is corroborated by some other material evidence.” 

 

In estates litigation, this rule is very useful in passings of accounts initiated pursuant to section 42 of the Sustitute Decisions Act by disappointed beneficiaries of an estate against the deceased's former attorney for property.  Of course, this rule forms part of the Common Law and is not confined to passing of accounts proceedings.

Merry Christmas to fiduciaries including attorneys, and enjoy your presents.

Chris Graham

Christopher M.B. Graham - Click here for more information on Chris Graham.

You Can Run But You Can't Hide

Testamentary instruments, that is.

A common burr among beneficiaries is that the estate trustee often resists disclosing the deceased's Will or other testamentary instruments.  Without reviewing the entirety of the testamentary instruments, beneficiaries may never feel certain of the extent of their interest in an estate.  This strategy tends to add fuel to pre-existing distrust among the parties. 

Fortunately, there is a simple solution.  By section 9(1) of the Estates Act, any person may be forced to produce any testamentary instrument, and by section 9(2) any person with knowledge of a purported testamentary instrument can be forced to answer questions about the document:

9.  (1)  Whether a suit or other proceeding is or is not pending in the court with respect to a probate or administration, the Superior Court of Justice may, on motion or otherwise in a summary way, order any person to produce and bring before the registrar, or otherwise as the court may direct, any paper or writing being or purporting to be testamentary that is shown to be in the possession or under the control of such person.

(2)  If it is not shown that such paper or writing is in the possession or under the control of such person, but it appears that there are reasonable grounds for believing that he or she has knowledge of such paper or writing, the court may direct such person to attend for the purpose of being examined in open court or before the registrar or such person as the court may direct, or upon interrogatories respecting the same, and to produce and bring in such paper or writing, and such person is subject to the like process in case of default in not attending or in not answering questions or interrogatories or not bringing in such paper or writing, as the person would have been subject to if he or she had been a party to a suit in the court and had made such default, and the costs of such motion or other proceeding are in the discretion of the court.

With these provisions, motions are often not necessary.  A simple letter bringing the provision to the attention of the estate trustee along with a polite request to produce the document(s) is all that should be required.  By the same token, estate trustees (or anyone else with possession or knowledge of documents purporting to be testamentary) have no justification for secrecy.  Happily, this provision creates a powerful incentive for information-sharing, which is often a prerequisite to ending or preventing an estates dispute.

Have a great day,

Chris Graham

Christopher M.B. Graham - Click here for more information on Chris Graham.

 

 

And Now Some Good News

In the spirit of gift-giving, I offer some optimism:

Canada's economic data is fairly good, according to this National Post report.  Growth is strong and consistent, retail levels are almost back to pre-recession levels.  Very happy news after two brutal years for a lot of people.  Gasoline prices were down.  S&S/TSE Composite Index up 51% from March 9 through November 30, 2009.  Even Ottawa has a good outlook for next year.

No hurricanes this year, no tsunamis, no asteroid strikes.  Enough snow on the ground to qualify as a white Christmas, but mercifully the cold just hit last week.    And in December, the odds against the Maple Leafs making the playoffs improved this month, to "infinity minus 1 to1".  All in all, things to feel positive about, and signs of hope.

The United States may be building up incomprehensible debt, China's vast reserves of "international currency" built up over the past 20 years may be a prisoner to a falling US dollar, Europe may be stalling and slipping, Dubai may be insolvent, but not to worry: Canada is faring quite well, relatively speaking of course.  So we're the best.

Enjoy your day,

Chris Graham

Christopher M.B. Graham - Click here for more information on Chris Graham.

 

 

 

Capacity to Be Examined and Give Evidence

When is a potential witness incapable of being examined?  Price J. examined this issue in Vokes Estate v. Palmer, 2009 CanLII 70132 (ON S.C.) in the context of a motion to compel a party to attend an examination under oath, where that party's solicitor had earlier refused to allow him to take the oath or give a solemn affirmation.  

Ultimately finding the witness capable of taking an oath and giving evidence, Price J. reviewed the authorities.  The leading case of McGowan et al v. Haslehurst et al. (1977), 17 O.R. (2d) 440 (H.C.J.) states that parties should be able to avoid attendance at examinations for discovery on the basis of unsoundness of mind only in the clearest of cases.  The onus of proof of unsoundness is on the party seeking to avoid the examination (Barnes v. Kirk, [1968] 2 O.R. 213 (ON C.A.).

Price J. also applied the principles applicable to testing the competency of witnesses giving evidence at trial.  Under section 18 of Ontario's Evidence Act, any person is presumed competent to give evidence, and therefore the onus is on the person to establish incapacity.  The presiding judge must examine the proposed witness. Section 16(1) of the Canada Evidence Act prescribes questions for such an inquiry, namely: whether the witness understands the nature of an oath or solemn affirmation, and whether the witness is able to communicate evidence.

As a sidenote to this decision, Price J. reviewed and rejected a capacity assessment that found the potential witness incapable of giving evidence.   

A review of this decision will be helpful to any practitioner dealing with questions of a potential witness's capacity to give evidence.

Have a great week,

Chris Graham

Christopher M.B. Graham - Click here for more information on Chris Graham.

Happy Holidays!

This is by far my favourite time of year. The holiday parties are in full swing, I am eating sweets and miniature puff pastries on what seems like a daily basis, and my birthday is around the corner.  Well, truth be told there is not that much to celebrate about my getting older at this point, but any excuse to continue the festivities is fine by me!

Birthdays and hallmarks like Christmas and New Years are great annual reminders to review your estate plan and to see if any changes need to be made to, for instance, account for a new or pending marriage, divorce, birth or death etc. 

Today is the last day I will be blogging until the New Year. So I just wanted to thank everyone for reading and for staying in tune with our blog and podcasts this year. We certainly enjoy doing them. 

Have a wonderful holiday season!

Natalia Angelini

Natalia R. Angelini - Click here for more information on Natalia Angelini.

Ancillary Grants, Between the Cracks

The Rules of Civil Procedure are a wonderful resource, and provide guidance as to, among other things, the types of applications that can be brought when someone wants to have an estate trustee appointed in Ontario in unusual circumstances. For instance:

(a)               where there is an estate trustee appointed with or without a Will in the United Kingdom or in a province in Canada (outside of Ontario), an application is to be made for Confirmation by Resealing of Appointment of Estate Trustee;

(b)               where there is a foreign estate trustee and no Will, an application is to be made for a Certificate of Appointment of Foreign Estate Trustee’s Nominee as Estate Trustee Without a Will; and

(c)               where there is a foreign estate trustee with a Will, and the applicant was appointed by a court having jurisdiction outside Ontario, other than a jurisdiction referred to in (a) above, an application is to be made for a Certificate of Ancillary Appointment of Estate Trustee.

What the Rules don’t speak to, however, is when you have a Will and a foreign grant of probate with a Will, but no estate trustee is named in the Will or appointed in the foreign grant.   I would imagine this is a rare occurrence, yet I am currently facing that very situation.  

I have chosen to address this situation by applying for an ancillary grant, as that seems to be the closest applicable Rule to this fact scenario. However, the application is being accompanied by a motion record wherein we explain the circumstances of our case and seek a court order that a person in Ontario (an individual or trust company, as the case may be) be granted a Certificate of Ancillary Appointment of Estate Trustee. 

I hope this will satisfy the court, and will let you know the results!

Have a great day,

Natalia Angelini

Natalia R. Angelini - Click here for more information on Natalia Angelini.

The "Do's and Don'ts" of Guardianship Applications

At the recent Estates and Trusts Summit, the Children's Lawyer (Debra L. Stephens) gave us some insight into her office's view about the “do’s and don’ts” for counsel when preparing guardianship applications, including the following:

·                    Do – provide a rationale as to why the appointment of a guardian to manage the minor’s assets is better than transferring the assets to the Accountant of the Superior Court of Justice;

·                    Don’t – forget that the guardian’s investment options are restricted by the Trustee Act (s. 27) if nothing is stated in the plan about investments;

·                    Do – bring the application to the right court e.g. if a plan provides for payments out of the assets other than reasonable management fees and expenses, only the Superior Court of Justice (not The Ontario Court of Justice) has the authority to approve the plan;

·                    Don’t – forget that all appointed guardians are jointly and severally liable for their management of the minor’s property;

·                    Do – teach your client about the duty and complexity of accounting for his/her actions as guardian;

·                    Don’t – bring the application prematurely e.g. in a custody dispute the appointment of a guardian should only be made after custody issues are resolved;

·                    Do – address the need for a bond and the evidentiary basis for any request to dispense with it;

·                    Don’t – forget to take into account risk tolerance and the investment horizon when preparing the plan of care and management; and

·                    Do – address professional fees of an investment advisor and compensation.

You can get a more comprehensive read of these “do’s and don’ts” by reading Ms. Stephens’ paper entitled “Stuff” the OCL thinks is more interesting than the recession, which addresses guardianships, selling property, annuities, trust property, separation agreements and more.

Have a good day,

Natalia Angelini

Natalia R. Angelini - Click here for more information on Natalia Angelini.

Power of Attorney - Part 7 - Hull on Estates and Succession Planning #191

Listen to: Power of Attorney - Part 7 - Hull on Estates and Succession Planning #191 

This week on Hull on Estates and Succession Planning, Ian and Suzana carry on their discussion regarding compensation for a power of Attorney.

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Suzana Popovic-Montag - Click here for more information on Suzana Popovic-Montag.

Ian M. Hull - Click here for more information on Ian Hull.

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One Lawyer's Perspective on Advocacy

It is always a learning experience when going to court, and reading Paul J. Pape’s perspective on how he prepares for advocacy in the Court of Appeal will surely be of help to me when appearing in appellate court, or any court for that matter. I found some of his noteworthy insights to be:

·                    Imagine your mother as the adjudicator – if you can’t convince her of the righteousness of your position, you will not persuade the court:

·                    judges are swayed by the same considerations as ordinary people - a sense of humanity and justice will likely appeal to the panel;

·                    take a common sense approach, as judges try to solve matters by taking a practical approach;

·                    capture the court’s attention - tell a story, not an argument or submission;

·                    focus on the facts, this is more interesting - appeals, like trials, are determined on them;

·                    the court knows the law better than we do - the law should in many cases play a minimal role;

·                    be brief, and tell the story in simple terms – be specific and detailed, but keep the facts to those that advance the tale;

·                    there is always only one issue, was the result just – keep this as your focus; and

·                    anticipate the court’s questions and welcome them.

I did not have space here to address more of Mr. Pape’s commentary and tips on how to prepare your factum and compendium, so I would recommend reading his article, which can be found in the Winter 2009 issue of The Advocates’ Journal.

Have a great day,

Natalia Angelini

Natalia R. Angelini - Click here for more information on Natalia Angelini.

Insurance Policies - Hull on Estates #192

Listen to: Insurance Policies- Hull on Estates #192

This week on Hull on Estates, Rick Bickhram and Natalia Angelini discuss the estate of Michael Galliford Richardson, specifically in regard to insurance policies.

If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.

Rick Bickhram - Click here for more information on Rick Bickhram.

Natalia Angelini - Click here for more information on Natalia R. Angelini.
 

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The Jury is Out on Laura

 

When a writer starts to come off the rails, you expect skid marks and broken glass. With Nabokov, naturally, the eruption is on the scale of a nuclear accident. – Martin Amis, of The Guardian, writing about Vladimir Nabokov’s later literary works

                                   

In March of 2008, David M. Smith posted a blog documenting the decades-long Sisyphean struggle of Dmitri Nabokov, son and sole surviving heir of Vladimir Nabokov, with his father’s deathbed wish to have his last unpublished work, The Original of Laura, destroyed. By all accounts, Nabokov was an odd duck; he wrote Lolita in the backseat of a ’46 Oldsmobile and instead of paper, he preferred to write on index cards. When Nabokov died, Laura was less than one-half complete, and the fragments had been scrawled in pencil on 138 index cards, in no particular order, which he instructed his wife to destroy.  However, his wife died in 1991 having not yet carried out her husband’s last wish. After 30 years of ‘agonized dithering’, Dmitri finally made the decision to publish The Original of Laura. A 5,000 word first glimpse appeared in Playboy last month. [Apparently Nabokov Sr. was a fan of the mag’s cartoons.]

Book reviewers everywhere have cast their judgment on the work, and more importantly, on the ethics of Laura’s ultimate publication. Alexander Theroux of The Wall Street Journal referred to Laura as ‘ever more hallucinatory’. Novelist Aleksander Hemon, writing in Slate likened the unfinished work to the ‘musty air of an estate sale’ in that it was brought out ‘’in the hope that there might appear a buyer for these sad objects’. Michael Dirda of the Washington Post concludes, like many others, that Laura is for Nabokov ‘completists’ only.

Will Laura grace your wish list this year?

Jennifer Hartman, Guest Blogger
 

HullandHull.com Wins an Award - Hull on Estates and Succession Planning #190

Listen to: HullandHull.com Wins an Award - Hull on Estates and Succession Planning #190 

This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag announce that HullandHull.com won an award for Best Multi-Media Website for Lawyers, awarded by the Canadian Bar Association magazine.

If you have any comments, send us an email at hullandhull@gmail.com or leave a comment on our blog.

Ian M. Hull - Click here for more information about Ian Hull.

Suzana Popovic-Montag - Click here for more information about Suzana Popovic-Montag.

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Self-Represented Litigants

As counsel, we are often engaged in litigation with self-represented litigants. The number of self-represented parties appears to be growing in Ontario.

Matters involving self-represented litigants raise special considerations and practice issues for both counsel and the courts.

One issue is the recording of court proceedings. Where a court hearing with self-represented parties is involved, the courts usually require that the proceedings be recorded, even if evidence is not being heard and the court is only hearing submissions. (If all parties are represented by counsel, the submissions will not normally be recorded.)

In order to avoid delays and inconvenience to the parties and the court, counsel should advise the court in advance that a self-represented party is appearing so that prior arrangements can be made for the attendance of a court reporter. This might best be done on the confirmation form that is faxed to the court prior to the hearing.

Thank you for reading.

Paul Trudelle

Paul E. Trudelle - Click here for more information on Paul Trudelle.

National Magazine Names Hull and Hull LLP as Winner: Top Multimedia Website

Hull and Hull LLP is named as the “Winner: best Multimedia website” in Canada in the December 2009 edition of National, a magazine published by the Canadian Bar Association.

To quote two of the judges:

Connie Crosby: “They are the only firm that has truly experimented with video and podcasting in a big way. The others I saw don’t understand that they need to produce episodes on a regular basis to explore a subject area, or that podcasts and videocasts need an RSS feed to be syndicated. Hull & Hull gets that.”

Omar Ha-Redeye: “They’ve probably been doing it as long as anyone, and have fully integrated videos and podcasts into their practice. Experience with these formats has not only resulted in a highly polished product, but also content that is actually relevant to what they do.”

Why, thank you.

Paul Trudelle

Paul E. Trudelle - Click here for more information on Paul Trudelle.

Rodney Hull Q.C., LSM - Hull on Estates #191

Listen to: Rodney Hull Q.C., LSM - Hull on Estates #191

This week on Hull on Estates, Megan Connolly and Craig Vander Zee talk about the passing of Rodney Hull, founding partner of Hull & Hull LLP.

If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.

Megan F. Connolly - Click here for more information on Megan Connolly.

Craig R. Vander Zee - Click here for more information on Craig Vander Zee.

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Issues Arising in Multiple Wills Situations

The recent decision in Estate of William Lipson (Pattillo, J., December 1, 2009, not yet reported) illustrates an important issue that can arise where multiple wills are executed.

Multiple wills can serve as a valuable estate planning tool for the purposes of saving Estate Administration Tax (probate fees). Simply put, one will deals with assets that require probate in order to be administered. The other will deals with assets that do not require probate: usually shares in a privately held corporation. Probate is only required for the one will, and probate fees are only payable with respect to those assets. As probate is not required for the other will, no probate fees are payable with respect to those assets where probate is not required.

The wills are usually executed at the same time. However, great care must be exercised so that the signing of the second will does not revoke the first.

This was precisely the problem in the matter of Estate of William Lipson. There, draft wills were prepared. Unfortunately, the clause that revokes all prior wills was not properly crafted, and each contained a clause that revoked all prior wills. Therefore, the execution of the second will revoked the first. The possible effect of this was that there was a partial intestacy with respect to all assets dealt with by the first will. The draft wills were executed by the testator prior to a final review.

(There was also a problem with how the two wills identified the assets: both wills purported to deal with all assets other than shares in a private corporation. Therefore there was a potential intestacy with respect to the shares.)

One lesson that can be taken from this decision is that when executing multiple wills, extreme caution must be taken in reviewing the wills and monitoring their execution so that one will does not inadvertently revoke the prior will.

More on this decision tomorrow.

Thanks for reading.

Paul Trudelle

Paul E. Trudelle - Click here for more information on Paul Trudelle.

Hull & Hull LLP mourns the passing of Rodney Hull, Q.C., LSM

We are very saddened by the loss of our beloved founding partner, mentor and friend, Rodney Hull, who passed away on December 5, 2009.  Rodney leaves behind a legacy that will forever be cherished, fostered and maintained.

 For over 50 years, Rodney’s reputation has been synonymous with outstanding excellence, dedicated professionalism and pure passion.  He has set the standard for our profession, and we are all privileged to have had the opportunity to know and to have worked alongside him over the years.  We will honour Rodney’s legacy and his memory, and the leader, the advocate and the gentleman that he was.   

 Our thoughts are with the Hull family during this very difficult time.

 The lawyers and staff of Hull & Hull LLP.

 
 

Burial Error Leaves Families Reeling

A cemetery in the UK is dealing with the awkward question of what to do about a man who was buried in the wrong grave. 

The 26 year old was vacationing in Spain when he was stabbed to death. After being returned home to Britain, he was inadvertently laid to rest in a grave reserved for the widow of another man (the widow and her late husband had bought side-by-side plots so they could be buried next to each other).

The two families have been unable to reach consensus as to what to do. The murder victim’s family, who had to wait two years for the body to be returned to them due to the criminal investigation, wants the man to remain where he’s been buried. On the other hand, the widow, who had bought the plot with her husband so they could be buried together, wants the body exhumed so that on her death she can be buried where she, well, paid to be buried. 

At this point, as the families can’t agree it appears that the Church court for the Diocese of Lichfield in England will make the final decision in the new year. 

What a horrible situation – clearly neither family is at fault,  and, no matter the decision, someone is going to wind up devastated. 

On a more pleasant note, have a great weekend!

Megan F. Connolly

Megan F. Connolly - Click here for more information about Megan Connolly.

Michael Jackson Estate - Litigation Update

Michael Jackson’s estate is back in the news. A Quebec art collector is suing Jackson’s estate as well as a US-based auction house after a planned auction of memorabilia from Jackson’s Neverland ranch was cancelled last spring. 

Apparently, there were 2000 items put up for auction, but Jackson pulled out at the last minute, forcing the cancellation of the auction. 

The collector had bid on approximately 170 items and claims that, at the time the auction was cancelled, he was the highest bidder on about half those items. He claims that in cancelling the auction, Jackson and the auction house denied the collector the opportunity to amass the largest memorabilia collection of its kind in the world. 

For its part, the auction house has dismissed the claim as frivolous and says that it is well protected by the terms and conditions bidders are required to agree to prior to placing a bid. It also argues that just because the collector was the highest bidder on a number of items at the time the auction was cancelled, does not mean he would have remained the highest bidder had the auction continued.  

The article notes that while the collector had bid on items, he hadn’t actually paid for anything which, I imagine, will make his claim a little harder to prove. 

In other news, TMZ reports that Prince Michael Malachi Jet Jackson, the 24 year old who alleges that he was Jackson’s love child has announced he intends to pursue a claim against Jackson’s estate. He is asking a California court to declare him as Jackson’s child and award him “whatever benefits he’s entitled to.” 

Have a great day!

Megan F. Connolly

Megan F. Connolly - Click here for more information on Megan Connolly.

Cremations Go Green

I have previously blogged about the trend toward more environmentally-friendly burials and recently came across an article about bio-cremation

Cremation, as it turns out, is not a “green” way to lay a loved one to rest. A standard cremation releases about 900 pounds of carbon dioxide into the air (not to mention other chemicals) – as well as the same amount of energy (in the form as natural gas and energy) as it would take to drive from Toronto to Boston. 

A more environmentally-friendly solution is “bio-cremation”, a chemical body-disposal process used for disposing of lab animals or bodies used for medical research.   The process, called alkaline hydrolysis, entails submerging a body in a water-filled stainless steel chamber. Heat, pressure, and chemicals are then added to dissolve the tissue. After about two hours, bones that remain can be crushed and returned to the family, in the same way as traditional cremation. 

Bio-cremation comes with a hefty price tag – it is about four times more expensive than traditional cremation. However, the process uses 1/10 the natural gas and 1/3 the electricity as traditional cremation and emits 90% less carbon dioxide. 

For those interested, the process is not yet available in Canada. A Pittsburgh-based company is set to start offering it in the United States this coming January, while a Toronto-based company is hoping to bring it to this country in the spring.    

Have a great day!

Megan F. Connolly

Megan F. Connolly - Click here for more information on Megan Connolly.

Court Provides Further Guidance on Dispensing with Bonds

In the recent decision in Re Andrews Estate, the Superior Court of Justice at Toronto, provided further clarification regarding dispensing with an administration bond. 

A prospective executor is generally required to post a bond before probate is granted if (1) the executor resides out of the province; (2) a person has died with a will, but fails to name an executor; and (3) a person has died without a will. 

The earlier decision out Re Henderson Estate set out what an executor applying for probate should file in support of a request that the court dispense with the requirement of a bond and, in particular, what evidence should be contained in an affidavit (commonly called, an “affidavit of debts”).    

Re Andrews elaborated on the requirements found in Re Henderson and, in particular, the number of affidavits of debts that must be filed and the form they are required to take. 

There were two executors applying to dispense with a bond. In support of the application, one of the two filed an affidavit containing the information required by Re Henderson. The court office rejected it on the basis that each executor had to swear an affidavit. The Court found that this was not the case saying that to do so was redundant and did little than create unnecessary paper work.  Instead, the affidavit of one of the two was sufficient. 

In this case, the applicants had re-filed the materials, with the other executor swearing an affidavit. This second attempt was rejected by the court office on the basis that the affidavit did not specify that it was made in support of a motion to dispense with a bond. The court found that there was nothing in the Estates Act or Rules of Civil Procedure that required this type of language to be included.  

In the end concluded that, on the basis of the materials filed, it was an appropriate situation to dispense with a bond – and also apologized to the applicants for the delay.

Have a great day,

Megan F. Connolly

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Property Guardian Applications - Hull on Estates #190

Listen to:  Property Guardian Applications - Hull on Estates #190

This week on Hull on Estates, Craig Vander Zee and Natalia Angelini discuss property guardian applications.

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Emotional Estate Disputes - Hull on Estates and Succession Planning #189

Listen to: Emotional Estate Disputes - Hull on Estates and Succession Planning #189

This week on Hull on Estates and Succession Planning, Ian Hull and Suzana Popovic-Montag discuss emotional estate disputes amongst families.

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