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The Practitioner's Guide to Estate Practice in Ontario, 6th Edition + CD

Written by a leading practitioner in the estates, wills and trusts area of law, this handy practice manual is filled with insightful commentary and up-to-date forms and precedents.
Publication Language: English
Book + CD
In Stock
ISBN/ISSN: 9780433488408

Product details

Lawyers practising estate law – either as their main focus or as part of their practice – have long considered this book to be a time-saving resource, covering both contentious and non-contentious estate legal issues. Practitioners handling an estate administration file, no matter how seasoned, have found themselves, time and time again, reaching for this guide book. Written by a leading practitioner in the estates, wills and trusts area of law, this handy practice manual is filled with insightful commentary and up-to-date forms and precedents.

New in this Edition

  • Requirements surrounding the preparation of an Estate Information Return as part of the estate administration process
  • Treatment of joint accounts and other trust holdings in completing the Estate Information Return as well as role of the Minister of Finance in auditing and assessing estate administration taxes owing
  • Significant changes to the taxation of trusts and charitable donations from estates and resulting changes to estate planning rules
  • Entitlement of separated, but not divorced spouse, versus subsequent common law spouse to receive survivor's benefit under a pension plan
  • Challenges to the validity of a will on public policy grounds
  • Limitation periods for estate claims

Help For Your Practice

  • Up-to-date forms and precedents, in print and on CD-ROM, saves time in drafting documents
  • Practical guidance on non-contentious matters such as: the Certificate of Appointment of a Trustee (with or without a will), estate accounting, income taxation at death, and taxation of estates
  • Also covers contentious matters such as: estate litigation, passing accounts, mediation, claims by and against the estate, and substitute decision-making and adult guardianship

Who Should Buy

  • Estate lawyers will find the book covers all practice issues that arise in estate administration, estate litigation and guardianship
  • Generalist practitionerswho handle estate administrations from time to time will find the book's practice commentary, together with the templates and forms, to be immensely useful and time-saving
  • Paralegal, Law Clerks and Administrative Assistants
  • Academics and law students studying and researching wills and estates law can use this book as a comprehensive reference source covering the latest developments in estate law

Featured authors

Table of contents

About the Author
CD-ROM Information
Table of Forms and Checklists

Chapter 1: Initial Retainer
Chapter 2: Administration Where a Will Exists
Chapter 3: Intestate Succession
Chapter 4: Administration Issues
Chapter 5: Assets Passing Outside the Estate
Chapter 6: Disposition of Estate Assets or Contentious Estate Proceedings
Chapter 7: Estate Accounting
Chapter 8: Income Taxation at Death and Taxation of Estates and Trusts

Chapter 9: Orders for Assistance
Chapter 10: Proof of Copy of Will
Chapter 11: Challenges to Validity of Wills
Chapter 12: Applications for Advice and Directions
Chapter 13: Support for Dependants
Chapter 14: Net Family Property Equalization
Chapter 15: Other Estate Litigation Matters

Chapter 16: Management of Property
Chapter 17: Court-Appointed Guardian of Property
Chapter 18: Personal Care Management
Chapter 19: Court-Appointed Guardian of the Person