Wills & Estates

• Wills & Estates

• Compliance Questions – Arranging for or Bringing the Client to Prepare a Will and/or Powers of Attorney

• Compliance Questions for Non-standard Will and Powers of Attorney

• What are "Standard" Wills and Powers of Attorney

• "Jointly and Severally"

• Client Kit: Standard Wills and POA

• Personal Data Sheet - Wills & Powers Of Attorney

• Where there's a Will there's a Way

• Joint Retainer: Mirror or Reciprocal Wills for Couples

• Choosing your Estate Trustee

• Trustees Statutory Compensation

• Basic Estate Planning and Estate Administration Taxes

• Advance Care Planning

• Continuing Power of Attorney for Property

• Affidavit of Execution

• International and Multiple Wills: Owning Estate in Different Countries

• Taxation and Gifting of Ontario Estate to Non-Residents of Canada

• Alter Ego Trusts, an Estate Planning Strategy for Seniors

• Creating Family Trusts within Your Will

• Dual Wills: An Effective Estate Planning Tool for Ontario Business Owners

• The Joint Spousal and Common-law Partner Trust, an Estate Planning Strategy for Seniors

• Henson Trusts to Protect ODSP Entitlement

• Assets that Do Not Affect ODSP Entitlement

• Primary & Corporate Wills for Medical Professionals and Business Owners

• Presentation Slides: Wills & Estate Planning (Ontario, Canada)

• Wills Involving Minor Children

• Estate Sale of Real Property

• Probate and Estate Administration

• Taxes and Your Principal Residence

• Removal of Estate Trustee

• A Will Challenge

• Using an Ontario will in China

• Power of Attorneys Dispute

Real Estate

• Title Frauds and Title Insurance

• Non-Resident Speculation Tax (NRST) Rebate Program

• 15% Non-Resident-Speculation-Tax (NRST)

• Layman Terms for Closing Documents for Real Estate Purchase of Resale

• Layman Terms for Closing Documents for Real Estate Purchase from Builder

• Presentation Slides: Mortgages & Leases

• Presentation Slides: Real Estate Law for Realtors

• Land Transfer Tax Act Record Keeping Requirements

• Prescribed Information for the Purposes of Section 5.0.1 Form

• Fees: Purchase of Residential Real Estate (Resale and Pre-construction Homes and Condominiums)

• Checklist: Refinance

• Borrower’s Private Mortgage - Closing Documents explained in Layperson's Terms

• Checklist: Private Mortgage - Independent Legal Representation for Borrower

• Resale Condo Purchase - Closing Documents explained in Layperson's Terms

• Resale House Purchase - Closing Documents explained in Layperson's Terms

• Purchasing Residential Property - Important Information for the Closing

• How Your Lawyer Can Help You Avoid A Nightmare In A Hot Housing Market

• The Ins And Outs Of Title Insurance: What’s Covered And What’s Not

• Planning for legal costs when you buy or sell a home

• Picking up your New Keys and Moving!

• The Agreement of Purchase and Sale in Layperson’s Terms

Business

• Business Law
• Offshore Incorporation is Not Just for the Wealthy Anymore
• Asset vs Share Purchase of a Business
• Letter of Intent
• Business Purchase Due Diligence
• Mortgage for Small Business Loan
• Mortgage Instructions for Property Purchase
• Transfer of Property and Land Transfer Taxes
• Prescribed Rate Loan for Income Splitting

Podcast Transcripts

Wills & Estates Podcasts

• Just A Minute - Podcast Episode 1: Are You In A Common Law Relationship?
• Just A Minute - Podcast Episode 2: Has Your Common Law Partner Passed Away Without A Will?
• Just A Minute - Podcast Episode 3: Introduction to Standard Wills & Power of Attorneys
• Just A Minute - Podcast Episode 4: 1st Standard Wills & POA Scenario
• Just A Minute - Podcast Episode 5: 2nd Standard Wills & POA Scenario
• Just A Minute - Podcast Episode 6: 3rd Standard Wills & POA Scenario
• Just A Minute - Podcast Episode 7: 4th Standard Wills & POA Scenario
• Just A Minute - Podcast Episode 8: Final Standard Wills & POA Scenario
• Just A Minute - Podcast Episode 9: "Jointly" & "Jointly or Severally"
• Just A Minute - Podcast Episode 10: The Importance of Having a Will
• Just A Minute - Podcast Episode 11: Recommended Times to Update Your Will
• Just A Minute - Podcast Episode 12: The Importance of Affidavits
• Just A Minute - Podcast Episode 13: Choosing Your Estate Trustee
• Just A Minute - Podcast Episode 14: Wills Involving Minor Children
• Just A Minute - Podcast Episode 15: Family Law Considerations
• Just A Minute - Podcast Episode 16: Family Law Considerations Part 2
• Just A Minute - Podcast Episode 17: Trustee Considerations
• Just A Minute - Podcast Episode 18: Henson Trust
• Just A Minute - Podcast Episode 19: Appointing The PGT
• Just A Minute - Podcast Episode 21: International Wills
• Just A Minute - Podcast Episode 22: Multiple Wills
• Just A Minute - Podcast Episode 23: Taxation and Gifting of Estate to Non-Residents
• Just a Minute - Podcast Episode 26: Alter Ego Trusts Part 1
• Just a Minute - Podcast Episode 27: Alter Ego Trusts Part 2
• Just a Minute - Podcast Episode 34: Continuing Power of Attorney Part 1
• Just a Minute - Podcast Episode 35: Continuing Power of Attorney Part 2
• Just a Minute - Podcast Episode 36: Continuing Power of Attorney Part 3
• Just a Minute - Podcast Episode 37: Advance Care Planning Part 1
• Just a Minute - Podcast Episode 38: Advance Care Planning Part 2
• Just a Minute - Podcast Episode 39: Advance Care Planning Part 3
• Just a Minute - Podcast Episode 40: Basic Estate Planning and Estate Administration Taxes Part 1
• Just a Minute - Podcast Episode 41: Basic Estate Planning and Estate Administration Taxes Part 2
• Just a Minute - Podcast Episode 42: Primary Corporate Wills for Medical Professionals and Business Owners Part 1
• Just a Minute - Podcast Episode 43: Primary Corporate Wills for Medical Professionals and Business Owners Part 2
• Just a Minute - Podcast Episode 44: The Ins and Outs of Title Insurance

Non-Resident Speculation Tax (NRST) Podcasts

• Just a Minute - Podcast Episode 28: NRST + Notice of Objection
• Just a Minute - Podcast Episode 29: NRST Recap + Notice of Appeal

Estate Litigation Podcasts

• Just A Minute - Podcast Episode 20: Ontarian Will in China
• Just a Minute - Podcast Episode 24: Power of Attorneys Dispute Part 1
• Just a Minute - Podcast Episode 25: Power of Attorneys Dispute Part 2
• Just a Minute - Podcast Episode 30: Removal of Estate Trustee Part 1
• Just a Minute - Podcast Episode 31: Removal of Estate Trustee Part 2
• Just a Minute - Podcast Episode 32: A Will Challenge Part 1
• Just a Minute - Podcast Episode 33: A Will Challenge Part 2

COVID-19 POLICY

• LANDMARK LAW: ASSISTING YOU THROUGH COVID-19

• COVID-19: Transaction Closing by Social Distancing or Video

• COVID-19: Will Signing by Social Distancing, Remotely, or Video

• Remote execution of wills during COVID-19

• Novel Coronavirus Information