Estates and Trusts Litigation

Our Estates and Trusts Litigation Group manages a broad range of complex and sophisticated disputes relating to wills, trusts, capacity issues and estate and trust administration. We have successfully represented high net worth individuals, beneficiaries, trustees, estate trustees, financial institutions, trust companies and charities in will challenges, guardianship applications, dependant support applications, power of attorney disputes, contested passing of accounts applications and other fiduciary-related litigation.

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Sheila Crummey and Amanda Stacey speak on trusts and estates law

Sheila Crummey and Amanda Stacey present at the Ontario Bar Association’s Institute 2016 on “New and Continuing Challenges in Trusts and Estates Law”.

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Martin Rochwerg presents cross-border will planning webinar

Martin Rochwerg presents a webinar on “Cross-Border Will Planning” hosted by Carswell and Westlaw. Participants include practitioners from Canada and the United States.

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Alison Minard and Rahul Sharma speak on cross-border will planning

Alison Minard and Rahul Sharma present on “Tax Effective Cross-Border Will Planning” at Federated Press’ Eighth Annual Tax Planning for the International Client Conference.

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Rachel Blumenfeld speaks on estate planning considerations

Rachel Blumenfeld presents at Osgoode’s “Key Estate Planning Considerations for the High Conflict Family” program.

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Rachel Blumenfeld leads wills and estates workshop

Rachel Blumenfeld is the workshop leader for Osgoode’s 12th Annual Intensive Wills and Estates course.

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Rachel Blumenfeld is workshop leader of the Osgoode 12th Annual Intensive Wills and Estates Workshop.

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Rachel Blumenfeld speaks at the LSUC Practice Gems: Administration of Estates 2015.

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Gail Black speaks at STEP Calgary and STEP Edmonton Conference on March 18 & 19 as part of a panel on Legislative Update.

Presentation Topic: Update on BC’s Wills, Estates and Succession Act

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Wendi Crowe will be speaking to the Estate Planning Council of Edmonton on “Before and After Bill C-43, A Case Study on the Taxation of Testamentary Trusts” on March 18, 2015, along with Kathy Hawkesworth, Director, Donor Services, Edmonton Community Foundation

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Rachel Blumenfeld and Michael Kerr present on November 20 on “Are Gift Planners Fiduciaries” for CAGP-Toronto Roundtable.

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Recent Developments in Estate Planning, Trusts and Tax

Miller Thomson’s Edmonton Office hosts a breakfast seminar discussing “Recent Developments in Estate Planning, Trusts and Tax.”

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17th Annual National CAGP-ACPDP Conference

Miller Thomson lawyers speak and present at the 17th Annual National CAGP-ACPDP Conference: Marty Rochwerg and Gail Black present on “Gift Planning and Tax Issues within an Estate.” For more information, please click here. Rachel Blumenfeld and Kate Lazier present in a panel...

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Richard Fontaine fera une présentation le 24 septembre prochain sur « Les Fiducies de Protection d’Actifs »

Richard Fontaine fera une présentation le 24 septembre prochain sur les Fiducies de Protection d’Actifs en vertu des Lois canadiennes, en particulier en vertu des Lois du Québec, dans le cadre des Séminaires organisés par la Society of Trust and Estate Practionners (STEP) à...

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Dependant’s Relief Claims under the Succession Law Reform Act

Key Developments in Estates and Trusts Law in Ontario, 2015-2016 Edition, Chapter 11

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Important Changes to Alberta Wills and Estate Law

Alberta’s new Wills and Succession Act (“WSA”) came into force on February 1st, 2012, replacing the Wills Act, Dependants Relief Act, Intestate Succession Act, Survivorship Act and s. 47 of the Trustee Act, bringing significant changes to succession law and...

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Important Changes to Alberta Wills and Estate Law

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Alert: Important Changes to Alberta Wills and Estate Law

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Non-Resident Trusts and Foreign Investment Entities

Osgoode Hall Law School

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Estate and Will Planning

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The New RDSP: A Comparison to Henson Trusts

INFO Exchange

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Will Substitutes in Canada

The International Academy of Estate and Trust Law, (Cape Town, South Africa)

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