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Ontario Estate Administration, 7th Edition

This practical guidebook, now in its seventh edition, has long been an indispensable reference source for lawyers, paralegals and law clerks engaged in estate administration on a day-to-day basis.
Publication Language: English
Book
$95.00
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In Stock
Published:
ISBN/ISSN: 9780433488323

Product details

This practical guidebook, now in its seventh edition, has long been an indispensable reference source for lawyers, paralegals and law clerks engaged in estate administration on a day-to-day basis. As the population ages and more individuals are either planning for the possibility of mental incapacity or dealing with the management of the affairs of those who are incapable, powers of attorney and guardianship are an increasingly important element of estate planning and administration.

Book Features

  • Contains a complete set of over 60 forms and precedents (forms for basic contentious and all regularly needed non contentious estate matters)
  • Provides easy-to-follow guidance on how to complete the forms and precedents, along with handy checklists to help avoid mistakes and errors
  • The book is fully updated to take into account the latest legislative and rule changes and the latest case law developments
  • Also contains forms, precedents and instructions relating to both the preparation of powers of attorney and court applications for adult guardianship and the administration of the estates of incapable adults
  • Each chapter provides a summary of the law and practice in various areas
  • The text is cross-referenced to the actual forms, saving time and providing ease of reference for users

What's New In This Edition?

  • Requirements surrounding the preparation of an Estate Information Return for Estate Administration Tax as part of the estate administration process, including:
    • Calculating the value of the estate
    • Information to be provided on the return
    • Deadlines for filing the initial return and amended returns
  • Role of the Minister of Finance in auditing and assessing estate administration taxes owing
  • Further discussion on estate trustee obtaining releases from beneficiaries
  • Limitation periods for estate claims
  • Newly introduced prescribed forms for passing accounts in estates and guardianships

Who Should Read This Book?

  • Lawyers – Newly in practice or looking to expand their knowledge of estate practice. Written in plain language, the book contains everything lawyers need to know about running an estate administration practice in Ontario
  • Paralegals and law clerks – a comprehensive reference source for those working in estate administration
  • Law libraries – a valuable addition to any collection on wills and estates
  • Students – as a primary textbook for students in paralegal programs in Ontario

Featured authors

Table of contents

Chapter 1: Opening the File
Chapter 2: Court Applications Where There is a Will
Chapter 3: Court Applications Where There is no Will
Chapter 4: Asset Administration
Chapter 5: Estate Conveyancing
Chapter 6: Contentious Estate Proceedings
Chapter 7: Estate Accounts and Audits
Chapter 8: Income Tax Returns
Chapter 9: Powers of Attorney and Guardianship