Toronto Estate Law Blog

Toronto Estate Law Blog

1-866-497-0903Call now for a consultation

Tag Archives: assets

Motion to Secure Assets Denied

Posted in Estate & Trust
Rule 45 of Ontario’s Rules of Civil Procedure contains mechanisms by which a party can freeze assets that are in issue or relevant to the proceeding.  However, this should be done prior to the close of pleadings because once the matter is set down for trial, Rule 48.04(1) applies.  Rule 48.04(1) requires that any motion brought after the close of pleadings have … Continue Reading

Mareva Injunctions in Will Challenge Proceedings

Posted in Estate & Trust, Litigation
A Mareva injunction is a court order that freezes the assets of individuals or companies. It can be obtained without notice to the target individuals and/or companies and can then be extended on notice. Mareva injunctions are usually employed in civil actions, typically situations involving fraud, where a plaintiff seeks to prevent a defendant from dissipating … Continue Reading

Accounting Concepts and Definitions – Hull on Estate and Succession Planning #121

Posted in Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes, Wills
Listen to Accounting Concepts and Definitions This week on Hull on Estate and Succession Planning, Ian and Suzana talk about accounting concepts and definitions after receiving requests from listeners to outline a more general framework for estate administration. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave … Continue Reading

Delegation in Investment Accounts – Hull on Estate and Succession Planning Podcast #119

Posted in Hull on Estate and Succession Planning, PODCASTS / AUDIO
Listen to Delegation in Investment Accounts   This week on Hull on Estate and Succession Planning, Ian and Suzana discuss delegation issues that arise when dealing with Investment Accounts and address a listeners question about the family cottage.   Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or … Continue Reading

The Formal Passing of Accounts – Hull on Estate and Succession Planning Podcast #113

Posted in Hull on Estate and Succession Planning, Passing of Accounts, PODCASTS / AUDIO
Listen to The Formal Passing of Accounts. This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the specifics of what happens when you have to go to court to formally pass accounts. Comments? Send us and email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us … Continue Reading

The Business of Being an Estate Trustee – Hull on Estate and Succession Planning Podcast #108

Posted in Charities, Hull on Estate and Succession Planning, PODCASTS / AUDIO, Wills
Listen to The Business of Being an Estate Trustee. This week on Hull on Estate and Succession Planning, Ian and Suzana discuss the business side of being an Estate Trustee and talk about what to do with assets. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave … Continue Reading

Madore-Ogilvie vs. Ogilvie Estate – Hull on Estates #103

Posted in Hull on Estates, Hull on Estates, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED
Listen to Madore-Ogilvie vs. Ogilvie Estate. This week on Hull on Estates, Rick and Sean discuss the case of Madore-Ogilvie vs. Ogilvie Estate which was recently featured in the CCH periodical Will Power. Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the … Continue Reading

Battle Brewing Over Heath Ledger Estate?

Posted in New Media Observations
Recently departed actor Heath Ledger (A Knight’s Tale, Brokeback Mountain, The Dark Knight) left behind a young daughter.  But based on news reports, Ledger appears to have neglected to include his daughter in his Will, perhaps unintentionally.  It appears Ledger last filed a Will in 2003, before the birth of his daughter Matilda in 2005 and before his hit film Brokeback … Continue Reading

The Perfect Storm?

Posted in Estate & Trust
It’s About the House’s Current Market Value, Stupid. One of the first steps in any estates litigation matter is valuing the estate assets.  Most assets are easy to value: RIFs, bank account, etc.  But for many estates, the major asset is house.  This is particularly true in the GTA (Greater Toronto Region, for our U.S. … Continue Reading

Assets and Liabilites – Hull on Estate and Succession Planning #102

Posted in Estate & Trust, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, TOPICS
Listen to Assets and Liabilities This week on Hull on Estate and Succession planning, Ian and Suzana expand on last week’s discussion about determining value. They also discuss taking an inventory of an estate’s assets and liabilities. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985 or leave us … Continue Reading

Determining Value – Hull on Estate and Succession Planning #101

Posted in Estate & Trust, Executors and Trustees, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, TOPICS
Listen to Determining Value This week on Hull and Estate and Succession Planning, Ian and Suzana talk about values and appraisals. They specifically look at some of the issues related to assigning value to assets such as jewellery, automobiles, antiques and artwork. Comments? Send us an email at hullandhull@gmail.com, leave us a message on our … Continue Reading

Valuations and Appraisals – Hull on Estate and Succession Planning #100

Posted in Estate & Trust, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, TOPICS
Listen to Valuations and Appraisals Ian celebrates the 100th episode of Hull on Estate and Succession Planning. He discusses the question of valuations and appraisals and how these affect estate mediation. Comments? Drop us a line at 206-457-1985 or send us an email at hullandhull@gmail.com… Continue Reading

Asset Particulars – Hull on Estate and Succession Planning #98

Posted in Estate & Trust, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Asset Particulars This week on Hull on Estate and Succession Planning, Ian and Suzana talk about the importance of keeping track of asset details. Comments? Send us an email at hullandhull@gmail.com, call us on the comment line at 206-457-1985, or leave us a comment on the Hull on Estate and Succession Planning blog. … Continue Reading

Prudent Investing

Posted in Executors and Trustees
Not all Wills provide for an outright distribution to the beneficiaries. In some cases, the assets of an estate are held in trust over a period of time for the benefit of one or more beneficiaries, sometimes in succession.  When a trustee administers a trust, he or she is entrusted to act for the benefit of others. As such, … Continue Reading

Initial Estate Meetings – Hull on Estate and Succession Planning #97

Posted in Estate & Trust, Executors and Trustees, Hull on Estate and Succession Planning, Hull on Estate and Succession Planning, PODCASTS / AUDIO, PODCASTS / TRANSCRIBED, Show Notes
Listen to Initial Estate Meetings This week on Hull on Estate and Succession Planning, Ian and Suzana discuss how important it is to be prepared for an initial meeting with an estate lawyer. They have also been listening to and reading David Maister’s new (audio)book Strategy and the Fat Smoker and continue their conversation on The Tipping … Continue Reading

Providing For Disabled Beneficiaries

Posted in Archived BLOG POSTS - Hull on Estates, Beneficiary Designations, Ethical Issues
UNABASHED PLUG: On January 17, 2007 I will be speaking as part of the Hull and Hull Breakfast Series Seminars. (For information, please see our website.). I am presenting a paper entitled “The Ontario Disability Support Program: What Every Estate Solicitor Needs to Know”. As a lead up to that presentation (and to take advantage … Continue Reading
Lexblog