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.
Our specialized expertise in estates, trusts and capacity matters allows us to strategically advocate and advance each client’s interests. Given the personal nature of disputes in estates and trusts law, we strive to resolve disputes efficiently and effectively by adopting an approach appropriate to the particular circumstances of each case.
As a full-service national law firm, we are able to draw on the expertise of our colleagues in other practice areas, such as corporate, real estate and tax, where specialized expertise is required. The vast resources Miller Thomson LLP has to offer in this area have proven invaluable to our clients. Our lawyers are highly ranked in all the leading national and international ranking publications: Chambers High Networth Guide, Martindale-Hubbell, Who’s Who Legal: Canada, the Best Lawyers in Canada®, Lexpert®.
Our areas of expertise include:
- Will challenges
- Dependant support claims
- Contested passings of accounts
- Guardianship and protective supervision applications
- Power of attorney protection mandates and capacity disputes
- Trustee disputes
- Variation of trusts
- Removal or replacement oftrustees
- Breach of trust and breach of fiduciary duty
- Solicitor’s negligence
- Advising estate trustees during litigation, liquidators during litigation and other fiduciaries
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Lisa Filgiano speaks at the OBA “Contested Guardianships and Battling Attorneys” seminar
Lisa Filgiano is presenting at the OBA “Contested Guardianships and Battling Attorneys” seminar. The appointment of co-guardians or co-attorneys may provide various benefits, including ensuring a “check” on the actions of each; however, what happens when the co-guardians or co-attorneys...
Michael Kerr speaks at the Adocates’ Society Will Challenge Advocacy for Estate Litigators
Michael Kerr is presenting at the Adocates’ Society “Will Challenge Advocacy for Estate Litigators”.
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”.
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.
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.
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
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
Rachel Blumenfeld and Michael Kerr present on November 20 on “Are Gift Planners Fiduciaries” for CAGP-Toronto Roundtable.
Sandra Enticknap speaks at the Canadian Association of Gift Planners National Convention.
On April 9, she speaks on “Donations from Wills and Trusts”. On April 10, she takes part in a panel session on “Demystifying Complex Gifts by Working with Advisors”.
Sandra Enticknap presents “Charitable Gifts by Will” at CBABC’s Charities and Not-For-Profit Law Section Meeting.
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.”
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...
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...
Dependant’s Relief Claims under the Succession Law Reform Act
Key Developments in Estates and Trusts Law in Ontario, 2015-2016 Edition, Chapter 11
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...
Important Changes to Alberta Wills and Estate Law
Alert: Important Changes to Alberta Wills and Estate Law
Non-Resident Trusts and Foreign Investment Entities
Osgoode Hall Law School
Estate and Will Planning
The New RDSP: A Comparison to Henson Trusts
Will Substitutes in Canada
The International Academy of Estate and Trust Law, (Cape Town, South Africa)